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The AI boom is entering a new phase, and the shift is happening faster than many expected.
In 2026, AI chip startups have already raised a record $8.3 billion globally, per Dealroom.
KEY POINTS
- The focus of AI infrastructure investment is shifting from model training to large-scale inference efficiency.
- Startups are targeting Nvidia's GPU weaknesses, including inference speed, energy use, and scaling costs.
- Nvidia acquired Groq's assets for $20 billion and invested $4 billion in photonics to defend its position.
- Each key startup tackles a distinct AI bottleneck, such as low-latency inference, wafer-scale chips, and photonics.
COMPANIES
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