卖什么
AI chips for ultra-fast training and inference
商业模式拆解
买家：谁掌握预算？
未核实Heads of infrastructure/ML platform or CTOs at AI companies buying compute capacity.
触发点：什么让他们现在购买？
Frontier training/inference cost is prohibitive; early access to a first cluster lets buyers reserve large compute capacity.
工作流：什么输入变成什么输出？
Compile any PyTorch-exportable model to Baud multiplier-free format with a compiler, then pretrain, fine-tune, RL post-train or run inference on Baud ASIC clusters.
经济账：省了什么，怎么收费？
Chip/compute-capacity business: replacing multiplications with additions packs an order of magnitude more compute per die area (claimed); access via a hosted cluster.
渠道：怎么接触到客户？
Beta early-access application for the first cluster; direct.
融资历史与报道
| 融资日期 | 轮次 | 金额 | 投资方 | 来源 |
|---|---|---|---|---|
| — | YC 2026 夏季 | — | Y Combinator | ycombinator.com |
档案汇总自公开报道和公司官网。商业模式部分是 MaxBC 对这些材料的解读，不是已确认的事实；未知之处留空，不作猜测。 更新于 2026-10-12.