Business overview
RISC-V-based AI compute and IP under Jim Keller, with chiplet-driven scale-out training systems.
Long-dated bet on open architectures (RISC-V) inside AI training; commercial traction still nascent.
Composite score
Higher = stronger overall research case
Fundamental50
Technical50
Valuation60
AI relevance45
Risk-adjusted (higher = safer)25
Segment-relative fundamental percentile: 10
Financial summary
Curated, illustrative
Revenue
$50.00M
Growth (YoY)
200.0%
Gross margin
30.0%
Operating margin
-80.0%
FCF
$-20.00M
Capex
$10.00M
Net cash / (debt)
$0.00
ROIC
-30.0%
Customer conc.
Medium
Valuation
Market cap
$2.50B
Enterprise value
$2.50B
P/E (TTM)
—
Forward P/E
—
EV / Sales
—
EV / EBITDA
—
P / FCF
—
PEG
—
Rule of 40
—
Risks
Severity 1 (low) to 5 (severe)
- 5Early commercial stage
Score components
What drove the composite
Growth100
Profitability20
Cash generation20
Balance sheet78
Moat / AI relevance48
Capital intensity (higher = lighter)37
Customer diversification60
Valuation discipline (dilution)42
Trend (MA50/MA200)50
Momentum (3/6/12m)50
Relative strength50
Realized vol (higher = lower vol)50
Segment peers
Other companies in Accelerators