Fractile CEO Walter Goodwin on betting against NVIDIA and AMD in AI inference chips
No Priors · youtube · 2026-10-02
On No Priors, Sarah Guo talks with Walter Goodwin, founder & CEO of full-stack AI chip startup Fractile, about carving out a differentiated path as Broadcom, NVIDIA and AMD race to accelerate inference workloads.
Topics include: Fractile's full-stack, model-architecture-centric approach versus incumbent handoffs; its most important technical bets; compressing the gap between chip design cycles and payoff to accelerate iteration; workload predictions tied to model architectural shifts and a generational leap in AI inference; and the future market structure of AI chip players.
Relevant for anyone tracking AI inference infrastructure and chip startups.
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