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This chip startup just raised $135M on a bet that AI’s biggest bottleneck isn’t compute — it’s memory; plus, Glean’s top line crosses $300M as AI budget-cutting becomes its major selling point

9 min · 1. juni 2026
episode This chip startup just raised $135M on a bet that AI’s biggest bottleneck isn’t compute — it’s memory; plus, Glean’s top line crosses $300M as AI budget-cutting becomes its major selling point cover

Description

South Korean chip startup Xcena is betting that AI's real bottleneck is not compute, but memory. Also, the enterprise AI search startup tripled its annual revenue even as tech giants entered the category. Learn more about your ad choices. Visit podcastchoices.com/adchoices [https://podcastchoices.com/adchoices]

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