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mtesh agrawal

T3 · host / generalist

Mitesh Agrawal is the CEO of Positron, focusing on inference silicon and memory-first architecture for AI.

1 call·1 name·100% bull·last heard 15 days ago·Bloomberg Tech
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$POSITRONPositron

Positron CEO sees memory-first inference chip ramping in 2025

Positron is focusing on memory-first architecture for inference, planning to tape out next-gen silicon by year-end and begin production in second half of next year, aiming to solve AI memory bottleneck.

Bloomberg Tech2026-09episode →

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  • Memory & Storage1
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$POSITRON
Positron
MEDmtesh agrawal·Bloomberg Tech·15 days ago·Everything You Need to Know About Apple's iPhone Duo
Positron CEO sees memory-first inference chip ramping in 2025
Positron is focusing on memory-first architecture for inference, planning to tape out next-gen silicon by year-end and begin production in second half of next year, aiming to solve AI memory bottleneck.
"WE ARE REALLY FOCUSED ON INFERENCE SILICON AND SYSTEMS. WE DRIVE MASS AMOUNTS OF MEMORY CAPACITY AT HIGH-BANDWIDTH TO GET FAST INFERENCE. WE ARE TAPING OUT END OF THIS YEAR FOR OU…"
34:42
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Memory & Storagetailwind
Positron CEO says memory is AI bottleneck, advocates memory-first 3D stacked architecture
Memory is the biggest bottleneck for AI; Positron's approach packages memory directly with compute using 3D stacking to address latency, energy efficiency, and cost.