Infinity raises $15 million at a $100 million valuation

The startup says its Ignition agent can build optimized AI inference software for new chips in days, and is already generating millions of dollars in annual recurring revenue through chip design partnerships.

Summary

Infinity said it has raised $15 million in seed funding at a $100 million post-money valuation as it builds software to help AI chips run inference workloads without relying on years of manual optimization. The round included significant participation from Touring Capital, along with Principal VC, executives at major chip companies, researchers from OpenAI and Anthropic, and other angel investors. Founded by former Google Brain researcher and AGI House co-founder Jeremy Nixon, the company says its autonomous AI agent, Ignition, generates and optimizes low-level inference code for new silicon in days rather than months or years. Infinity said it is already generating millions of dollars in annual recurring revenue from chip design partnerships, including d-Matrix, and cited internal results showing improved throughput on Qwen3-8B and rapid model deployment on d-Matrix's Corsair chip. The company argues that inference software has become a key bottleneck as AI inference is projected to account for two-thirds of AI compute spending in 2026 and as Nvidia's CUDA ecosystem continues to dominate the market.

Terms & Concepts
  • AI inference: The stage where trained AI models are run on hardware to generate responses or predictions.
  • compute kernels: Low-level code routines that directly control how a chip performs specific calculations.
  • CUDA ecosystem: Nvidia's software platform and developer tools used to optimize workloads on its AI chips.