The AI Efficiency Race: Why Startups Say Nvidia Isn't Optimized

Benzinga04-20 20:46

Europe’s chip startups building alternatives to NVIDIA’s GPUs are targeting large funding rounds as they race to scale in the surging AI boom. Kai Nicol-Schwarz told CNBC on Monday that AI chip ...

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NVIDIA initially developed semiconductors for the gaming segment. They have been really effectively repurposed for AI,” he said. NVDA Price","collect":0,"end_time":0,"defaultTopTitle":"benzinga.com","property":[],"viewcount":null,"language":"en","relate_stocks":{},"translate_title":"人工智能效率竞赛：为什么初创公司说Nvidia没有优化","themeId":null,"isJumpTheme":false,"ttsUrl":"https://static.tigerbbs.com/1b4d5fc70d1580f7ea6e2c5d588371c1","symbols_score_info":{"AAPL":0.6,"AMZN":0.6,"AIYY":0.6,"3NVD.UK":0.6,"NVD2.UK":0.6,"ANV":0.6,"NVDS.UK":0.6,"SNVD.UK":0.6,"NVDY":0.6,"GOOG":0.6,"NVDO":0.6,"META":0.6,"NVDL":0.6,"DIPS":0.6,"NVDQ":0.6,"2NVD.UK":0.6,"TSLA":0.6,"NVDD":0.6,"NVIW.SI":0.6,"NVDS":0.6,"NVD3.UK":0.6,"MSFT":0.6,"NVDU":0.6,"NVDA":1.96,"NVDX":0.6,"NVDW":0.6,"NVDB":0.6,"NVD":0.6,"NVII":0.6,"NVDG":0.6},"content_text":"Europe’s chip startups building alternatives to NVIDIA’s GPUs are targeting large funding rounds as they race to scale in the surging AI boom.\nKai Nicol-Schwarz told CNBC on Monday that AI chip startups are raising record capital as competition intensifies.\nStartups globally raised about $8.3 billion in 2026, nearing the previous record of $8.5 billion.\nHe highlighted major rounds, including Cerebras raising $1 billion and firms like Etched and MatX securing $500 million, while European players such as Axelera have raised more than $200 million.\nHe explained that the market is moving from training AI models to running them in real-world applications.\nThis shift toward “AI inference” is driving demand for different types of chips optimized for daily use rather than just building models.\nKai Nicol-Schwarz noted that NVIDIA’s chips, originally built for gaming, were adapted for AI and still dominate.\nHowever, startups argued that these chips were not designed specifically for inference and are developing new architectures to run AI models more efficiently.\n“Now NVIDIA’s chips, they were originally designed for gaming. NVIDIA initially developed semiconductors for the gaming segment. They have been really effectively repurposed for AI,” he said\n“But the argument of a lot of these chip startups is that these chips weren’t originally designed for AI inference. It’s that, you know, they were designed for another purpose. And so they would say that we need these novel systems architectures to more effectively, to more efficiently run these AI models.”\nNVDA Price Action: NVIDIA shares were down 1.07% at $199.52 during premarket trading on Monday, according to Benzinga Pro data.\nImage via Shutterstock\nTo add Benzinga News as your preferred source on Google, click here.","kind":"news","is_publish_news":true,"is_publish_highlight":false,"is_publish_live":false,"is_publish_wemedia":null,"editions":null,"column":"","sentiment":"0","news_tag":"","news_rank":0,"isVideo":false,"video":null,"symbols":[],"gpt_button":0,"need_auth":false,"need_login_tip":false,"code":"91000000","status":"200"},"commentList":[],"isCommentEnd":true,"newsSizeData":{"likeSize":0,"commentSize":0,"repostSize":0,"favoriteSize":0,"likeStatus":false,"favoriteStatus":false},"APP":{"userAgent":"Mozilla/5.0 AppleWebKit/537.36 (KHTML, like Gecko; compatible; ClaudeBot/1.0; +claudebot@anthropic.com)","isDev":false,"isTTM":true,"tenantId":"TBGLOBAL","deviceId":"web-server-community-laohu8-v3","version":"4.42.0","shortVersion":"4.42.0","platform":"web","vendor":"web","appName":"ttm","isIOS":false,"isAndroid":false,"isTiger":false,"isTHS":false,"isWeiXin":false,"isWeiXinMini":false,"isWeiBo":false,"isQQ":false,"isBaiduSwan":false,"isBaiduBox":false,"isDingTalk":false,"isToutiao":false,"isOnePlus":false,"isHuaWei":false,"isXiaomi":false,"isXiaomiWebView":false,"isOppo":false,"isVivo":false,"isSamsung":false,"isMobile":false},"href":"/m/news/2628258317","isCrawlerRequest":true}