Asimov by Positron: status and timeline

Milestones

Next · Asimov tapeout

Asimov tapeoutTarget Dec 2026Current milestone.
Production readyTarget 2027Not yet reached.

Upcoming

Dec 2026Asimov tapeoutin about 7 weeks (next)
2027Production ready
Q2 2027Production availability

Current obstacles

Silicon validation requiredAsimov has not yet reached silicon. Performance, yield, and real-world deployment economics will diverge from design targets.

Physics limits

Memory bandwidth ceilingLPDDR5X has inherent bandwidth limits; inference speed is ultimately bounded by the bits-per-second the memory can deliver.

How it works

2 parts

Memory first

LPDDR5X bandwidth

Prioritizes memory bandwidth over compute, since inference is data-bound.

Titan system

4-8 chip scaling

Multiple Asimov chips integrate for large systems.

Spec sheet

Spec	Asimov
Memory capacity per chip	288GB–2,304GB^R (reported)
Maximum Titan system memory	18.4TB^R (reported)
Manufacturing process	TSMC N3P^R (reported)
Target model parameters	16+ trillion^R (reported)
Target context window	10+ million tokens^R (reported)

^R reported by the company

About Positron

The team behind Asimov

Positron

Atlas, Asimov inference chip, Titan system

Positron designs hardware and software for AI inference, reducing cost and power. Founded in 2023, it develops Atlas (in production) and Asimov chip (2027). September 2026 raised $875M at $5B.

Atlas systems in production at Oracle Cloud with over 50 racks deployed.
Asimov taping out end of 2026; production H2 2027. Supports 16+ trillion parameter models.

positron.ai (opens positron.ai)Company profile →

Founded: 20233 yrs
Headquarters: United States
Status: Private
Valuation: $5BprivateSep 2026
Raised: $1.1B2 rounds
Last round: Series C · $875MSep 2026
Works in: ComputingAI accelerators & CPUs
Coverage: 2 programs · 2 updateslatest 1 Sep 2026checked 11 Oct
Lead investors: NEAAtreides ManagementValor Equity PartnersAndra CapitalARENA Private WealthJump TradingUnless
Customers: Oracle Cloud Infrastructure (opens oracle.com)
People: Mitesh AgrawalCEOThomas SohmersCo-founder & CTOEdward KmettCo-founderBarrett WoodsideCo-founder