Infinity

AI Infrastructure · Semiconductors · Developer Tools

Funding

Infinity raises $15M seed at $100M valuation to make any chip AI-ready

Its AI agent writes and rewrites chip inference code, betting Nvidia's real moat is software rather than silicon.

• Infinity closed a $15 million seed round at a $100 million post-money valuation, led by Touring Capital with participation from Principal VC and individual researchers from OpenAI and Anthropic.
• Founded by ex-Google Brain researcher Jeremy Nixon in August 2025, Infinity builds the software layer that lets any AI chip run inference efficiently, not just Nvidia's GPUs.
• Its core product, Ignition, is an autonomous AI agent that writes, tests, debugs, and rewrites low-level inference kernels for hardware like SRAM, phone chips, and systolic arrays.
• Rather than charging upfront license fees, Infinity takes a cut of the performance gains it delivers, measured in tokens per second.
• The 26-person company says it's already generating millions of dollars in ARR from chip design partnerships, including with AI chip maker d-Matrix.
• Nvidia holds an estimated 80% share of data-center AI accelerators, a lead built largely on its CUDA software ecosystem rather than raw chip performance alone.
• If automated kernel-writing works at scale, it could let AMD, Qualcomm, AWS, and other chipmakers compete on hardware alone, without spending years replicating Nvidia's software moat.