Shattering the Memory Wall: Why Anthropic is Betting on a British Startup to Kill the “NVIDIA Tax”

This article reports that Anthropic is exploring procurement of Fractile’s near-memory RISC-V SRAM chips—which claim to deliver up to 100x LLM inference performance at one-tenth the cost of current NVIDIA GPUs—to reduce inference costs and diversify supply-chain risk; Fractile, founded in 2022, aims to bring silicon to market by 2027 and is pursuing substantial funding.