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Mooni Insight 💫
@Semicon_player
Semiconductor Bro
加入 February 2024
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Sept. 15 Axelera AI launched its second-generation “Europa” inference chip and secured multiple European AI-factory supply contracts. The startup reports 600+ customers and deals worth tens of millions; its $1.5B sales pipeline is prospective—not booked revenue. Comment : Europe’s sovereign-AI buildout is creating alternative inference-chip demand, with deployments flowing through $DELL and $SMCI systems.
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