product1 publisher
Positron bets $875m that smartphone memory can carry inference
Positron is now worth $5 billion on a design that swaps HBM for the memory that ships in phones, but Asimov has not taped out, mass production is set for the second half of 2027, and the 26x tokens-per-dollar figure comes from simulation.
Publishers:siliconangle.com
Reality
- Evidence28
- Adoption4
- Hype gap+58
- Incentives78
- Confidence55