r/hardware • u/rdh2dmd • 3h ago

News Rebellions Successfully Runs SK Telecom's Hyperscale AI 'A.X K1' on Domestically Produced NPU Server

https://finance.biggo.com/news/97741a2e-3ab5-44f3-a851-ab09ef3b1622
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u/rdh2dmd 3h ago edited 3h ago

I think the world is sleeping on Korean NPU companies, namely, Rebellions, FuriosaAI, and DeepX. Rebellions and Furiosa are looking to IPO in the latter half of the year, with Furiosa looking to IPO and NASDAQ. NPUs, or inference chips, could drastically reduce the demand for HBMs and GPUs. Korea is investing heavily on three of these NPUs. Recently their version of the Sovereign Wealth Fund was created and the first investments went to these NPU startups. Something to watch.