
What happened
Gimlet Labs Inc., a startup that helps developers speed up inference workloads, raised $300 million in funding at a $3 billion valuation. Andreessen Horowitz led the Series B round, joined by Arm Holdings Inc., Samsung Ventures, Microsoft Corp.'s M12 fund, and others.
Why it matters
The company's software automatically breaks an LLM (AI that understands and generates text) into modules and places each on the chip best suited to it, which can speed up the process. Customers include one of the world's largest cloud providers and a top three AI lab.
What to watch
The funds will expand the serverless platform's infrastructure by several hundred megawatts of computing power. Gimlet also plans to enter custom hardware, building an inference-optimized server without a motherboard for use outside data centers.
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This round comes as AI developers face growing pressure to cut the cost and latency of running large models in production. Gimlet’s approach addresses a core inefficiency: an LLM is not a single uniform workload but a set of parts with very different hardware demands, so running the whole thing on one chip type can waste resources. By disaggregating the workflow and matching each piece to a specialized accelerator, the platform aims to make inference faster and cheaper—an outcome that could be significant for businesses that rely on AI at scale.
The company's method includes both the common PD disaggregation (splitting prefill and decode phases) and more granular splits, such as dividing the decode phase into smaller tasks or using a lightweight 'drafter' model alongside a larger one. Its software optimizes each module for its target chip using AI agents and a custom compiler. The funding will let Gimlet expand its serverless capacity by several hundred megawatts and move into custom hardware, indicating the company is betting on continued demand for specialized inference infrastructure.
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