Tenstorrent 以 $6.2B 估值融资 $1.5B，加码开放权重 AI 芯片
Tenstorrent hits $6.2B valuation to scale open-weight AI chips
- 1专注推理的芯片公司 Tenstorrent 完成 $1.5B 融资，估值 $6.2B
- 2估值较 2024 年底的 $2.6B 翻倍有余，Trace Capital 与 Innovation X 领投
- 3据此前报道 Intel 与 Qualcomm 曾以最高 $5B 估值洽购，公司选择保持独立
- 4CEO 称 Galaxy 服务器可运行 DeepSeek 模型，新资金投向开放权重与视频生成芯片
Tenstorrent 在传出并购意向后选择独立融资，$6.2B 估值显示开放权重推理芯片赛道获得资本单独押注。
- 影响：推理算力供给端竞争加剧，企业运行 DeepSeek 等开放权重模型的硬件选项有望增多；挑战者接连拿到大额融资，算力采购谈判中单一厂商主导的格局可能松动。
- 参考：可考虑把专用推理硬件列入算力采购的对比清单，先算出自家开放权重模型负载占比与现有 GPU 的成本差；值得记录 Galaxy 服务器等新品的交付与软件生态进展。
- 依据：融资金额与估值为官方公布口径；Intel 与 Qualcomm 洽购出自此前媒体报道，Galaxy 运行 DeepSeek 为 CEO 对 Bloomberg 的说法，暂无独立验证。
In Brief
Posted:
11:37 AM PDT · October 19, 2026
Tenstorrent, a chip startup focused on inference, has raised $1.5 billion at a $6.2 billion valuation. The round comes five months after the 10-year-old Nvidia challenger reportedly received acquisition interest from Intel and Qualcomm at valuations of as much as $5 billion.
The fresh round, which more than doubled Tenstorrent’s valuation from the $2.6 billion it fetched in late 2024, was led by Trace Capital, a new firm launched by Quiet Capital co-founder Ben Mahdavi, and Innovation X. Other backers included Cadence Ventures, Eclipse, Fidelity, SanDisk, and T. Rowe Price.
Jim Keller, a prominent microprocessor engineer and Tenstorrent CEO, told Bloomberg that the company decided to remain independent and raise more capital after it showed that its Galaxy servers could run DeepSeek models. The new capital will go toward scaling chips tailored for serving open-weight AI models and video generation.
Tenstorrent is part of a wave of AI hardware startups trying to chip away at Nvidia’s dominance. Among them is Etched, an AI chip maker that was fielding investment offers at valuations of $40 billion or more, TechCrunch reported earlier this month.
来源：TechCrunch · AI · techcrunch.com