The former CEO of Intel puts money in a little -known material startup that wants to make Nvidia obsolete


  • The UK-based fractile is supported by NATO and wishes to build more quickly and cheaper in memory
  • Nvidia’s BruteForce GPU approach consumes too much power and is retained by memory
  • Fractile figures have focused on a H100 GPU comparison group, not the H200 for the general public

NVIDIA is comfortably at the top of the AI ​​hardware food chain, dominating the market with its high performance GPUs and its CUDA software stack, which quickly became the default tools for the training and management of large AI models – but this domination has a cost – namely a growing target on the back.

Hyperscalers like Amazon, Google, Microsoft and Meta depict resources in the development of their own personalized silicon in order to reduce their dependence on Nvidia chips and reduce costs. At the same time, a wave of AI hardware startups is trying to capitalize on the increase in demand for specialized accelerators, in the hope of offering more efficient or affordable alternatives and, in the end, to move Nvidia.

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