The brief

Analyst view

• Thermodynamic ASICs use noise as a resource for higher efficiency than conventional logic.
• CN101 runs long-context inference on PCIe cards, with attention in memory for ~1M tokens.
• Raised $85M+; pilot systems deployed with major semiconductor companies.

Technical approach

As reported

Physics-based compute

Stochastic analog computation

Thermal noise becomes a computational resource in analog circuits, reducing energy per operation.

Memory integration

Compute-in-memory

Computation integrates into memory so transformer attention executes where data lives, cutting data movement.

Scaling path

From PCIe cards to racks

PCIe accelerator cards fit into air-cooled servers; multiple cards scale from single systems to racks.