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Tensordyne
Tensordyne is a Sunnyvale- and Munich-based AI hardware company building inference systems that use a hardware-native logarithmic number system to cut the cost and power of running large AI models. Formerly the computer-vision startup Recogni, it rebranded in September 2025 and in June 2026 unveiled Napier (TDN), a 3nm, air-cooled inference platform it claims delivers roughly 13x the throughput and 17x the efficiency of Nvidia's GB300 NVL72 rack. The company positions itself as a direct challenger to Nvidia in the market for profitable, high-throughput generative-AI inference.
Positron AI
Positron AI designs purpose-built inference hardware for transformer models, aiming to make Nvidia GPUs optional for running large language models at production scale. Its first product, Atlas, ships from US fabs and claims roughly 3x lower latency and 4x better performance-per-watt versus an H100 system.