U.S. may expand Nvidia and AMD’s 15% China chips deal to other companies
Investing.com -- Positron, an emerging player in the AI inference technology market, has secured $23.5 million in funding from a consortium of investors including Flume Ventures, Valor Equity Partners, Atreides Management, and Resilience Reserve. The funds will be used to increase the production of Positron’s energy-efficient AI chips, which are manufactured in the U.S. These chips present a cost-effective alternative to Nvidia’s AI hardware and are currently being shipped to data centers and neoclouds across the country.
Positron’s Atlas (NYSE:ATCO) systems, which are currently offering 3.5 times better performance per dollar and 3.5 times greater power efficiency than Nvidia (NASDAQ:NVDA) H100 GPUs for inference, are aiding businesses dealing with AI capital expenditure, rising costs, and vendor lock-in. The Atlas systems utilize a memory-optimized architecture that reaches over 93% bandwidth utilization, compared to 10–30% for GPUs. These servers, powered by FPGA, support trillion-parameter models and are compatible with Hugging Face and OpenAI APIs. They provide 70% faster inference at 66% lower power consumption than H100/H200 setups, reducing data center capital expenditure by half.
Adding to the technical specifications, Positron’s first-generation Atlas systems are entirely designed, manufactured, and assembled in the U.S., a significant factor in a global ecosystem affected by political and economic tensions.
Positron’s new CEO, Mitesh Agrawal, who previously helped grow AI unicorn Lambda from $500K to $500M in annualized revenue and secured over $1B in funding, will lead the company’s next growth phase. Agrawal joins Positron’s Co-Founders, Thomas Sohmers and Edward Kmett, in the company’s mission to deliver domestically made AI compute solutions.
Agrawal stated that the funding will allow Positron to scale at a pace unseen in the AI hardware sector, from expanding shipments of their first-generation products to launching their second-generation accelerators in 2026. He emphasized that Positron’s solution is rapidly growing as it outperforms conventional GPUs in both cost and energy efficiency, while providing AI hardware that eliminates reliance on foreign supply chains.
Unlike many semiconductor companies that depend on offshore manufacturing, Positron has established a fully American supply chain. This ensures that its AI hardware is designed, fabricated, and assembled within the United States. Positron’s technology is also addressing the increasing power constraints of AI infrastructure. Many traditional data centers struggle to support high-power GPUs, which consume as much as 10,000 watts per server—far beyond the capacity of traditional data centers. Positron’s energy-efficient architecture allows these facilities to participate in AI computing without requiring massive infrastructure upgrades.
As the AI landscape evolves, enterprises are demanding solutions that not only enhance performance and efficiency but also provide long-term flexibility and sustainability. Positron’s continued momentum signals a shift in the industry—one where innovation, accessibility, and domestic manufacturing converge to redefine the future of AI hardware.
Positron is redefining AI hardware with its advanced inference systems that deliver unmatched performance, energy efficiency, and scalability. Designed and manufactured entirely in the United States, Positron empowers data centers and enterprises to unlock the full potential of their AI workloads while reducing dependency on Nvidia and achieving greater operational freedom.
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