Liberty Global Tech Ventures가 AI 추론 하드웨어 및 소프트웨어 회사인 Positron AI에 투자한다.

Liberty Global Tech Ventures, the investment arm of Liberty Global, has announced an investment in Positron AI, a leader in hardware and software for memory-first AI inference systems. The company joins a select group of investors in an oversubscribed $875 million funding round that values Positron at $5 billion. Co-led by NEA, Valor Equity Partners, Atreides Management, Andra Capital, Dylan Patel's SemiAnalysis Capital, and Jim Clark, the round reflects the strategic value Liberty Global brings through its global technology footprint and experience scaling digital platforms.

Founded in 2023, Positron develops hardware and software specifically designed for AI inference—the stage at which trained AI models process and generate outputs. Its memory-first architecture is designed to lower total cost of ownership and accelerate request processing by addressing the memory bottlenecks that constrain AI inference.

Positron's memory-first systems use LPDDR5X memory, avoiding the constrained HBM and CoWoS supply chains, while achieving more than 90% memory bandwidth utilization. The Atlas systems can be installed in existing data center infrastructure without requiring changes to cooling systems.

"While AI is being adopted by consumers and enterprises at a phenomenal rate, the ability to deliver token usage at the lowest possible cost is key to the full benefits being delivered for society," said Bobbie Maltiel, Partner at Liberty Global Tech Ventures. "The Positron team have a relentless focus on this, and we are delighted to be joining them on their mission to deliver high-speed AI at the lowest possible cost to businesses and consumers."

Liberty Global Tech Ventures invests in category-defining AI and technology businesses. Positron joins portfolio companies including ElevenLabs, XBOW, Legora, and Higgsfield in selecting Liberty Global as a strategic investor.