NEA(@NEA):NEA recently led @positron_ai's $875M Series C — now @NeehaarGandhi @psikryan @lilatretikov @ScottDSandell & Forest Baskett are sharing why we think this is the next architectural reset for AI. ⚠️ AI just hit a trillion-dollar traffic jam — and it's not compute that's stuck, it's memory and networking. We think we found the company built to fix it. ⚡ Meet Asimov: a chip that ditches the switch entirely, links 16,000+ chips directly, and crams in more memory than anything else on the market. No HBM. No CoWoS. No bottleneck. 🚀 5x the tokens per dollar. A fraction of the power. And the its first-gen system already live.

2026.09.16 15:16

NEA recently led @positron_ai's $875M Series C — now @NeehaarGandhi @psikryan @lilatretikov @ScottDSandell & Forest Baskett are sharing why we think this is the next architectural reset for AI. ⚠️ AI just hit a trillion-dollar traffic jam — and it's not compute that's stuck, it's memory and networking. We think we found the company built to fix it. ⚡ Meet Asimov: a chip that ditches the switch entirely, links 16,000+ chips directly, and crams in more memory than anything else on the market. No HBM. No CoWoS. No bottleneck. 🚀 5x the tokens per dollar. A fraction of the power. And the its first-gen system already live.