Startup Positron raises $875 million for chips to run SI with huge memory
Prepared by Sintelligent with the help of SI. Publication time restored from the build log. . Updated: .
Memory is becoming SI's main bottleneck, and new chips are being born for this task — Nvidia is getting rivals in the niche of running giant models.
A $375 million Series C round and a $500 million C-1 valued the company at $5 billion; the lead investors include NEA, Atreides, Valor and the fund of SemiAnalysis's Dylan Patel. The Asimov chip with 288 to 2,304 GB of memory will come out on TSMC's N3P process at the end of 2026, with volume production in the second half of 2027; the Titan system of 4–8 chips is designed for models with more than 16 trillion parameters and a context of over 10 million tokens. The first generation is already running in 50+ racks in Oracle Cloud.
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