英国 AI 芯片创企 Fractile 融资 7.2 亿美元,主权 AI 基金参投
With $720M round, Britain’s Fractile gets a leg up in the race for AI chips
- 1英国 AI 芯片创企 Fractile 完成 7.2 亿美元 C 轮融资,英国主权 AI 基金参与投资
- 2估值有两个口径,英国政府称超 50 亿英镑,FT 与路透消息源称约 70 亿美元
- 3硬件把 DRAM 叠放于每颗芯片上,试图绕开内存与容量权衡;公司另配机器学习编译器加速 LLM
- 4CEO 称仍有很多工作要做,新资金将支持公司明年交付首批芯片和系统
主权基金入场押注推理芯片创企,说明推理算力成本已被各国当作经济基础设施问题,赛道竞争进入资金密集阶段。
- 影响:专用芯片若如期交付,企业降低推理成本可能多一条 GPU 之外的路径;但首批产品明年才出货,短期不改变现有算力采购格局;主权基金参投也预示算力硬件供应的国别竞争属性在增强。
- 参考:可先测算现有推理支出占比,并盘点智能体任务链对内存与速度的敏感场景;明年专用芯片交付后,值得将其纳入算力采购的比价候选清单。
- 依据:融资金额与领投方为官方宣布;估值有两个口径,英国政府称超 50 亿英镑,FT 与路透消息源称约 70 亿美元;明年交付计划出自 CEO 的 LinkedIn 发言,尚无独立验证。
Fractile, a British startup developing AI chips, has raised a $720 million Series C backed by Britain’s Sovereign AI Fund with hopes of “ensuring the U.K. has a greater stake in the hardware that will underpin its future economy,” its government stated.
Alongside the likes of Axelera, Etched, and OLIX, this makes Fractile one of the top-funded startup players in the race for purpose-built AI chips. Such chips are one of several avenues being explored to reduce the cost of inference — aka using increasingly demanding AI models in production.
However, Fractile seeks to go beyond hardware with a full-stack approach that also includes a machine learning compiler to maximize the speed at which LLMs will get executed on its chips.
As a result, the company frames itself as a frontier AI company, and its latest round led by Thrive Capital, Founders Fund, Lightspeed Venture Partners and Redpoint was priced accordingly. According to the British government, the valuation was “over £5 billion” — quite possibly $7 billion, a figure reported both by the Financial Times and a Reuters source.
Still, Fractile’s main differentiator will arguably be its hardware design. After a pivot, its approach now revolves on DRAM, the most common type of RAM, but stacked on top of each chip in such a way that it is hoping will bypass the usual tradeoff between memory and capacity.
This tradeoff has become more problematic with the rise of agentic AI, as companies seek to perform longer chains of tasks with large models without compromising on speed. As compute struggles to keep up, hopes are high for AI chips, despite their limited availability to date.
In a LinkedIn post, Fractile CEO Walter Goodwin wrote that “there is still a lot of work ahead” for the company, and that the new funding will enable the startup to “ship [its] first chips and systems next year.”
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来源:TechCrunch · AI · techcrunch.com