Trends

Compute competition moves to software spanning multiple chip types

Compute and custom silicon · Sep 4 – Sep 4

Organizations

Gimlet Labs

Updates

  1. Sep 4New

    Gimlet Labs raised $300M at $3B, led by a16z with Arm and Microsoft's M12 joining, for software that splits AI workloads across different chip types, taking the contest from single accelerators to orchestration across them.

    Gimlet Labs raises $300M at $3B

Predictions

  1. Mar 2027

    Multi-silicon routing and aggressive quantization become the default deployment strategy, and performance per dollar at a fixed latency remains the headline operator metric. Sep 4