AMD Pensando made a specialized processor for the invisible chores that steal time from expensive CPUs and GPUs. The wager turned a repeat Cisco founding team, roughly $313 million in funding and one well-timed piece of silicon into a $1.9 billion chapter of AMD's data-center strategy.
The four-year-old semiconductor startup began with a card that takes chores away from CPUs. Now it is selling the whole kitchen - silicon, storage, servers and software - to make AI infrastructure cheaper to run and harder to strand.
DreamBig Semiconductor is a San Jose-based chiplet company building open silicon platforms that scale AI networking from 800 Gbps to 12.8 Tbps. Founded by Marvell veterans, the team is selling chiplets, a SuperNIC, and a chiplet hub aimed at AI data centers, automotive, and edge compute.