AI infrastructure startup Gimlet Labs raised a $300 million Series B led by Andreessen Horowitz, valuing the company at $3 billion just six months after its $80 million Series A. The money backs a chip-agnostic inference cloud that spans Nvidia, AMD, Intel, Arm, Cerebras and d-Matrix hardware.
Read the full story: Gimlet Labs Raises $300M at $3B to Bet Against Nvidia Lock-In →
Transcript
Gimlet Labs just raised $300 million at a $3 billion valuation, and the bet behind it matters more than the number. Six months ago they raised $80 million. Now they're building what they call a multi-silicon inference cloud. Instead of running an AI workload on one type of chip start to finish, Gimlet's software splits it into phases and routes each to whichever hardware is cheapest right then: Nvidia, AMD, Intel, Arm, or specialty chips from Cerebras and d-Matrix.
Andreessen Horowitz led the round. Arm and Microsoft's venture arm joined fresh. That's a chip designer and a hyperscaler both betting the real money isn't in owning one chip anymore. It's in the software that never has to pick a side.