This chip startup just raised $135M on a bet that AI’s biggest bottleneck isn’t compute — it’s memory
South Korean chip startup XCENA is betting that AI’s real bottleneck is not compute, but memory.
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Nvidia is a victim of the compute marketplace it created
Having proven how valuable compute can be, the company finds itself at the center of a market everyone wants to be in — while simpler technologies and less interesting companies get rich on the sidelines.
