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a16z 领投 Gimlet Labs 3 亿美元，押注多芯片推理云
a16z 领投 Gimlet Labs 3 亿美元，该公司构建了首个多芯片推理云，旨在从每瓦特中产生更多智能。该系统已在相同功耗下为前沿模型带来高达 10 倍的吞吐量和交互性提升。
AI推荐理由 该投资表明推理基础设施的重要性，对 AI 从业者而言，多芯片推理云可能提高推理效率，降低成本，是未来 AI 服务的关键基础设施。
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正文
我们非常激动地领导了对Gimlet Labs的3亿美元投资。
AI推理是资本主义历史上增长最快的市场之一，而我们所拥有的几乎所有物理输入都即将耗尽。推理需求以软件速度复合增长；而发电厂、数据中心和半导体工厂却无法跟上。
我们相信[@gimletlabs](https://x.com/gimletlabs)已经构建了解决方案：首个多硅片推理云，旨在从每瓦特中产生更多智能。
该系统已经在相同功耗范围内，为前沿模型提供了高达10倍的吞吐量和交互性提升。在一个计算资源匮乏的市场中，效率就是净新增容量，延迟就是产品差异化。
无论现有技术栈在哪里结束，Gimlet团队就从哪里开始。欢迎[@zainasgar](https://x.com/zainasgar)、Michelle Nguyen、[@oazizi](https://x.com/oazizi)、[@nserrino](https://x.com/nserrino)、James Bartlett以及Gimlet Labs团队！
作者：[@RaghuRaghuram](https://x.com/RaghuRaghuram)、[@sarahdingwang](https://x.com/sarahdingwang)、[@shangdaxu](https://x.com/shangdaxu)、[@steph\_zhang](https://x.com/steph_zhang)
Zain Asgar@zainasgar
1/ 今天，我们宣布了Gimlet Labs的3亿美元B轮融资，由[@a16z](https://x.com/a16z)领投，[@SapphireVC](https://x.com/SapphireVC)作为主要投资者加入，使我们的估值达到30亿美元。
我们创立Gimlet时怀有一个简单的信念：推理将成为主导的AI工作负载，而其基础设施需要从头开始重建。
[🔗 查看引用推文](https://x.com/zainasgar/status/2095901080680870160)
查看原文（中文正文为 AI 翻译）
We're thrilled to lead a $300M investment in Gimlet Labs.
AI inference is one of the fastest-growing markets in the history of capitalism, and we are running out of nearly every physical input required to serve it. Inference demand compounds at software speed; power plants, data centers, and semiconductor fabs do not.
We believe [@gimletlabs](https://x.com/gimletlabs) has built the solution: the first multi-silicon inference cloud, designed to produce more intelligence from every watt.
This system is already delivering up to 10x gains in throughput and interactivity on frontier models within the same power envelope. In a market starved for compute, efficiency is net-new capacity and latency is product differentiation.
Wherever the existing stack ends, the Gimlet team starts. Welcome, [@zainasgar](https://x.com/zainasgar), Michelle Nguyen, [@oazizi](https://x.com/oazizi), [@nserrino](https://x.com/nserrino), James Bartlett, and the Gimlet Labs team!
By [@RaghuRaghuram](https://x.com/RaghuRaghuram), [@sarahdingwang](https://x.com/sarahdingwang), [@shangdaxu](https://x.com/shangdaxu), [@steph\_zhang](https://x.com/steph_zhang)
Zain Asgar@zainasgar
1/ Today, we announced Gimlet Labs’ $300M Series B, led by [@a16z](https://x.com/a16z), joined by [@SapphireVC](https://x.com/SapphireVC) as a major investor bringing our valuation to $3B.
We started Gimlet with a simple conviction: inference would become the dominant AI workload, and its infrastructure would need to be rebuilt from the ground up.
[🔗 View Quoted Tweet](https://x.com/zainasgar/status/2095901080680870160)