Positron, which is designing an AI processor called Asimov with a "memory-first architecture" and up to 2.3TB of memory, raised $875M at a $5B valuation
THE SO WHAT
An $875M bet on a 2.3 TB “memory-first” AI chip is a direct response to memory bandwidth, not flops, being the choke point in frontier training. If you’re planning multi-year model roadmaps, you now have to assume the hardware stack will bend around memory locality and capacity, not just raw compute.
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