Startup Gimlet Labs is solving the AI inference bottleneck in a surprisingly elegant way

Look, most AI startups scale someone else's models. Gimlet's different—they're saying "run simultaneously across NVIDIA, AMD, Intel, ARM, Cerebras, d-Matrix." $80M Series A for that? Worth it because it breaks NVIDIA's chokehold.

The hard part: actually optimizing models to run well across different architectures, not just load balancing. If they crack it, they've got a defensible moat. (Spoiler: they'll get acquired by a cloud provider in three years.)

The real test is whether they ship something meaningfully cheaper than NVIDIA-only inference. That's when this matters.