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Gimlet Labs Raises $300M to Take Inference Off One Chip

Originally published on AI Tech Connect.

What was announced $300 million Series B, announced 4 September 2026, led by Andreessen Horowitz at a $3 billion valuation. Total raised to date is $392 million. The participating investor list is the interesting part. Sapphire Ventures, M12 — Microsoft's venture arm — Arm, Menlo Ventures and Factory are named in the release. Arm and M12 on the same cap table is not a coincidence. Roughly six months after an $80 million Series A, per reports of the round. That detail is not in the company release, so treat it as reporting rather than a confirmed term. The product is an inference cloud that, in the company's words, “disaggregates AI models to run each phase of inference on the most appropriate silicon”, integrating GPUs, purpose-built AI accelerators and CPUs into a single heterogeneous…


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