Liberty Global invests in Positron AI, enhancing its portfolio in memory-first AI inference systems valued at $5 billion.
Quiver AI Summary
Liberty Global Tech Ventures has announced an investment in Positron AI, which specializes in hardware and software for memory-first AI inference systems, as part of an oversubscribed $875 million funding round that values the company at $5 billion. Founded in 2023, Positron focuses on addressing memory bottlenecks in AI inference to improve processing speed and reduce costs, utilizing LPDDR5X memory for high bandwidth utilization. Liberty's investment reflects its commitment to supporting AI and technology firms, joining a portfolio that includes companies like ElevenLabs and XBOW. Positron's products, including the Atlas system, are already in use by clients such as Oracle and Jump Trading, and they are set to release a next-generation silicon, Asimov, in late 2026 to enhance their offerings further.
Potential Positives
- Positron AI secured a significant investment from Liberty Global, reflecting confidence from a major player in the tech space and supporting the company's growth strategy in the AI sector.
- The investment was part of an oversubscribed $875 million funding round, showcasing strong market interest and support for Positron AI, which is now valued at $5 billion.
- Positron's innovative memory-first architecture addresses critical AI inference bottlenecks, potentially positioning it for considerable market demand as the AI inference compute market is expected to be worth $1.3 trillion by 2032.
- The upcoming launch of Positron's next-generation custom silicon, Asimov, signals a commitment to advancing technology and meeting customer needs in the evolving AI landscape.
Potential Negatives
- Positron's reliance on upcoming technology, specifically the Asimov silicon expected in late 2026, raises concerns about the company's current product offerings and its ability to compete effectively in the market prior to this release.
- The mention of forward-looking statements includes risks and uncertainties, suggesting potential volatility in Positron's future performance and strategies, which may impact investor confidence.
FAQ
What is Positron AI focused on developing?
Positron AI develops hardware and software specifically for memory-first AI inference systems.
How much funding has Positron AI secured?
Positron AI has secured $875 million in an oversubscribed funding round, valuing the company at $5 billion.
Who are some of Positron AI's notable customers?
Notable customers of Positron AI include Oracle, Jump Trading, and Parasail.
What is the significance of Positron's Atlas system?
The Atlas system is designed for AI inference and can be installed in existing data center architectures without changes.
When will Positron's custom silicon, Asimov, be available?
Positron's custom silicon, Asimov, is expected to tape out in late 2026 and enter production in the second half of 2027.
Disclaimer: This is an AI-generated summary of a press release distributed by GlobeNewswire. The model used to summarize this release may make mistakes. See the full release here.
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Full Release
- Positron AI develops hardware and software for memory-first AI inference systems
- Positron joins growing portfolio of AI firms that Liberty Global has backed including Higgsfield, XBOW, Legora and ElevenLabs
PALO ALTO, Calif., Sept. 11, 2026 (GLOBE NEWSWIRE) -- Liberty Global Tech Ventures, the technology investment arm of Liberty Global, today announced an investment in Positron AI, a leader in hardware and software for memory-first AI inference systems.
Liberty Global joins a select group of investors in the oversubscribed $875 million funding round, which values the company at $5 billion. The round was co-led by NEA, Valor Equity Partners, Atreides Management, Andra Capital, Dylan Patel’s SemiAnalysis Capital and Jim Clark. Liberty Global's selection reflects the strategic value it brings through its global technology footprint and experience scaling digital platforms.
Founded in 2023, Positron develops hardware and software designed specifically for AI inference, the stage at which trained AI models process and generate outputs. Its memory-first architecture is designed to lower total cost of ownership and process requests faster by addressing the memory bottlenecks that constrain AI inference.
Positron’s memory-first inference systems use LPDDR5X memory, avoiding constrained HBM and CoWoS supply chains, while achieving more than 90% memory bandwidth utilization. Its Atlas systems can be installed in existing data center architecture without changes to cooling systems.
Bobbie Maltiel, Partner at Liberty Global Tech Ventures, said : “While AI is being adopted by consumers and enterprises at a phenomenal rate, the ability to deliver token usage at the lowest possible cost is key to the full benefits being delivered for society. The Positron team have a relentless focus on this and we are delighted to be joining them on their mission to deliver high-speed AI at the lowest possible cost to businesses and consumers.”
The market for inference compute, the computing power needed to run AI models rather than train them, is expected to be worth $1.3tn by 2032 driven by hyperscaler demand*. Positron already counts Oracle, Jump Trading and Parasail among its customers.
Its next-generation custom silicon, Asimov, tapes out in late 2026 with production in the second half of 2027. Asimov powers Titan, a multi-terabyte-memory inference system for long-context and next-generation AI workloads.
Liberty Global Tech Ventures invests in category-defining AI and technology businesses and Positron joins firms like ElevenLabs, XBOW, Legora and Higgsfield in selecting Liberty Global as a strategic investor.
ABOUT LIBERTY GLOBAL
Liberty Global Ltd. (Nasdaq: LBTYA, LBTYB, LBTYK) delivers long-term shareholder value through the strategic management of two complementary platforms: Liberty Telecom and Liberty Growth.
Liberty Telecom is a world leader in converged broadband, video and mobile communications, providing approximately 80 million fixed and mobile connections across Europe through advanced fiber and 5G networks that empower customers and strengthen national economies. The business generates aggregate revenue of $22 billion, including approximately $18 billion from nonconsolidated joint ventures and $4 billion from consolidated operations.
Liberty Growth invests in scalable businesses across the technology, media, sports and infrastructure sectors, with a portfolio of roughly 70 companies and funds valued at $3.4billion.*
Together, these platforms reflect Liberty Global’s focus on operating, enabling and investing in businesses with strong strategic fit and the potential to deliver sustainable long-term returns.
*As independently valued as of December 31, 2025.
This release contains forward-looking statements within the meaning of the Private Securities Litigation Reform Act of 1995, including statements with respect to business strategies, future growth prospects; valuation expectations and other information and statements that are not historical fact. These forward-looking statements involve certain risks and uncertainties that could cause actual results to differ materially from those expressed or implied by these statements. These risks and uncertainties include events that are outside of Liberty Global’s control. These forward-looking statements speak only as of the date of this release. Liberty Global expressly disclaims any obligation or undertaking to disseminate any updates or revisions to any forward-looking statement contained herein to reflect any change in its expectations with regard thereto or any change in events, conditions or circumstances on which any such statement is based.
ABOUT POSITRON AI
Positron AI builds hardware and software to make AI inference dramatically cheaper and more energy efficient. The company’s shipping product, Atlas, is deployed at hyperscaler scale today, and its next-generation custom silicon, Asimov, tapes out in late 2026 with production in the second half of 2027. Asimov powers Titan, a multi-terabyte-memory inference system for long-context and next-generation AI workloads. Positron’s energy-efficient architecture allows its systems to be deployed in air-cooled or liquid-cooled data centers at varying rack densities, without dependence on constrained HBM or CoWoS supply chains. Learn more at positron.ai.
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