Fractile CEO Walter Goodwin on challenging Nvidia, $720M Series C at $7.5B valuation
20VC · rss · 2026-11-14
The 20VC podcast interviews Walter Goodwin, founder and CEO of UK chipmaker Fractile, which builds chips to speed up AI inference. Fractile has raised $940M total, including a $720M Series C at a $7.5B valuation led by Thrive, Founders Fund, Lightspeed and Redpoint.
Topics include: whether the world can build enough chips for AI demand a decade out, where specialist chips can beat Nvidia at its own game, why memory is bottlenecking the fastest AI chips, how much of the AI chip industry is vaporware, what happens when chips have nowhere to plug in, projections for the cost of a single AI token in ten years, whether Jensen's Groq deal was insurance against losing OpenAI, and if Nvidia can be worth $10 trillion in five years.
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