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Positron

AI silicon · US

Positron was valued at $5B as of 10 September 2026 (verified). Source: Positron AI, $875M at a $5B post-money - a $375M Series C at a $3.5B pre co-led by NEA, Atreides, Valor, Andra and SemiAnalysis Capital, plus a Series C-1 of up to $500M led by NEA and Jim Clark (company release).

Memory-first inference silicon: builds accelerators around commodity DRAM rather than HBM, on the argument that transformer inference is bandwidth- and capacity-bound rather than compute-bound.

Valuation
$5B
Confidence
verified
As of
10 September 2026
Layer
AI silicon
Signal
memory-first inference
Website
positron.ai

Relationships (3)

Positron backed by

Positron fabricated by

Positron rents from

Notes

Memory-first inference silicon: builds accelerators around commodity DRAM rather than HBM, on the argument that transformer inference is bandwidth- and capacity-bound rather than compute-bound. Its first-generation Atlas system is shipping - more than 50 racks deployed at Oracle Cloud Infrastructure, with Parasail reselling that capacity as its own inference service and Jump Trading and i3d.net as production customers. The next-generation Asimov chip swaps HBM for LPDDR5X, targets 288GB-2,304GB per accelerator at about 400W, and is planned for TSMC's N3P process with tapeout at the end of 2026 and production in H2 2027. Founded 2023 in Reno, Nevada; ~$1.1B raised in total.

Sources

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Last updated 10 September 2026. Follow Positron in any feed reader to hear when its valuation moves.

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