Inside MatX’s $500M bet to chip away at Nvidia’s AI GPU moat
What Changed and Why It Matters MatX just raised $500 million to build AI chips aimed at large language models. Multiple outlets positioned it as a direct Nvidia challenger. “Nvidia…
Inside vLLM’s $150M push to make inference a real platform for AI
What Changed and Why It Matters Inferact, founded by the creators and core maintainers of vLLM, has launched with a reported $150M seed round to commercialize the open-source inference engine.…
Why Nvidia’s $150M Baseten Bet Makes Inference the New Moat
What Changed and Why It Matters Nvidia quietly wrote a $150M check into Baseten, an AI inference platform, as part of a larger $300M round that reportedly values the company…