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Rival inference-chip startup cited as raising at buoyant valuations while Groq was marked down.
The independent inference-silicon pitch did not lose an argument. It was licensed, hired away, and reissued as a neocloud that runs Nvidia systems.
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Two vehicles raised days apart put $9.6bn behind AI, and the smaller one buys into a layer where a16z says rack power runs from 250 kilowatts today to a megawatt within three years. Supply, on the firm's own numbers, grows 20-30% a year.
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The gate on recursive self-improvement is how long one loop takes, and experiments, training runs and new chips all take real time. That makes capability curves fast but bounded, which changes what you sequence first.
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Reuters says Anthropic discussed roughly $7bn for MatX and stopped, and MatX is now raising near $4bn. That gap is a useful lesson in how a fabless design team gets priced once the obvious buyer walks.
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A preliminary $250 million commitment from Anthropic is reportedly carrying a British inference-chip startup from about $1 billion in May to $6.5 billion, with silicon due in 2027.
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The British inference startup is in talks at a $6.5bn pre-money valuation three months after a $1bn round, Bloomberg reports. The signal is the buyer, not the multiple.
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