# What is true on Npu?

> Markdown twin of https://roboterminal.app/topics/npu · https://roboterminal.app/topics/npu.md

## On this layer

- org — Gimlet Labs (4)
- org — a16z (2)
- org — [NVIDIA](https://roboterminal.app/companies/nvidia) (2)
- org — Amkor (1)
- org — Auras (1)
- org — AWS (1)
- org — LimX Dynamics (1)
- org — Meta (1)
- org — Ports connecting NPUs within the rack. (1)
- org — Ports connecting to the network of switches. (1)
- org — Qwen (1)
- org — Rockchip (1)
- org — TRON 2 (1)
- org — ZiNovaLabs (1)

## Who captures

- a16z (2)
- Qwen (1)
- NVIDIA (1)
- @smsehy (1)
- Auras (1)
- Rockchip (1)
- ZiNovaLabs (1)
- @SemiAnalysis_ (1)

## Sourced numbers

- **Gimlet Labs:** $300M
  - _"We're thrilled to lead a $300M investment in Gimlet Labs."_
  - Source: [@a16z on X](https://x.com/a16z/status/2095905665516736760)
- **Gimlet Labs:** $300M
  - _"We're thrilled to lead a $300M investment in Gimlet Labs."_
  - Source: [@a16z on X](https://x.com/a16z/status/2095904215969477103)
- **Amkor:** $1.5billion
  - _"Nvidia already prepaid them $1.5 billion to lock capacity."_
  - Source: [@CKCapitalxx on X](https://x.com/CKCapitalxx/status/2095901225816318336)
- **TRON 2:** 1 units
  - _"TRON 2 serves as a modular and extensible embodied robotic platform for multi-tool, multi-step tasks across large workspaces."_
  - Source: [LimX Dynamics on X: "Together with ZINOVA's Tool Intelligence, TRON 2 takes on increasingly complex construction workflows.

@ZiNovaLabs builds on TRON 2 to explore an innovative robotic configuration for construction, demonstrating key tasks in a scaled-down tilt-up construction workflow, includi… / X](https://x.com/chris_j_paxton/status/2095114381818253768)
- **Ports connecting NPUs within the rack.:** 7 units
  - _"Seven ports are used to connect other NPUs on the same tray over flyover cables."_
  - Source: [@SemiAnalysis_ on X](https://x.com/SemiAnalysis_/status/2094530958124847449)
- **Ports connecting to the network of switches.:** 4 units
  - _"This leaves the remaining 4 ports to connect to a network of low-radix-switches in the backplane for further intra-rack connectivity."_
  - Source: [@SemiAnalysis_ on X](https://x.com/SemiAnalysis_/status/2094530958124847449)

## Pulse

- [@stretchcloud on X](https://x.com/stretchcloud/status/2095946245164454137)
  Qwen3.8-Flash-Next just made the 180B parameter class meaningfully accessible. The architecture is worth understanding: 125B language model parameters, 55B auxiliary, but only 6B activate per token. T…
- [@a16z on X](https://x.com/a16z/status/2095905665516736760)
  We're thrilled to lead a $300M investment in Gimlet Labs. AI inference is one of the fastest-growing markets in the history of capitalism, and we are running out of nearly every physical input require…
- [@a16z on X](https://x.com/a16z/status/2095904215969477103)
  We're thrilled to lead a $300M investment in Gimlet Labs. AI inference is one of the fastest-growing market in the history of capitalism, and we are running out of nearly every physical input required…
- [@CKCapitalxx on X](https://x.com/CKCapitalxx/status/2095901225816318336)
  This guide for $AVGO is also where it gets interesting for other testing and packaging names $115 billion in AI revenue next year, $230 billion the year after, with six customers committing gigawatts …
- [@smsehy on X](https://x.com/smsehy/status/2095754812533211407)
  Building sovereign RISC-V compute accelerators solves design IP independence. The real operational moat remains securing leading-edge foundry wafer allocations and establishing a mature compiler stack…
- [@ricci_nov on X](https://x.com/ricci_nov/status/2095717545231995355)
  Auras expects ASIC-related products to reach 50% of revenue in 2027 as it expands beyond GPU platforms, with microchannel liquid cooling production targeted for 2028 and projects running with AWS and …
- [@seeedstudio on X](https://x.com/seeedstudio/status/2095433547595325555)
  🔥🔥NEW Launch: reComputer RK3576 Dev Kit/Module/IO Board is Officially HERE!!!! Level up your edge AI development with Rockchip #RK3576 today! 🎉 🧩🧩Dev Kit / Module / IO Board: https://t.co/xQVIT62…
- [LimX Dynamics on X: "Together with ZINOVA's Tool Intelligence, TRON 2 takes on increasingly complex construction workflows.

@ZiNovaLabs builds on TRON 2 to explore an innovative robotic configuration for construction, demonstrating key tasks in a scaled-down tilt-up construction workflow, includi… / X](https://x.com/chris_j_paxton/status/2095114381818253768)
  Post Log in Sign up Post LimX Dynamics on X: "Together with ZINOVA's Tool Intelligence, TRON 2 takes on increasingly complex construction workflows. @ZiNovaLabs builds on TRON 2 to explore an innovati…
- [@SemiAnalysis_ on X](https://x.com/SemiAnalysis_/status/2094530958124847449)
  Seven ports are used to connect other NPUs on the same tray over flyover cables. Seven ports connect across trays in the intra-rack 2D mesh over the backplane allowing each NPU0 to connect to all the …

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Source: Roboterminal · https://roboterminal.app/topics/npu.md