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2026-09-10 · Source：SiliconANGLE p2
Andreessen Horowitz leads a round joined by Arm, Samsung Ventures and Microsoft's M12 for the startup's disaggregated inference platform.
Gimlet Labs Inc. has closed a $300 million Series B round at a $3 billion valuation, securing heavyweight backing for its platform designed to accelerate artificial intelligence inference workloads. Andreessen Horowitz led the financing, the startup confirmed in a blog post announcing the deal. The round also drew participation from Arm Holdings Inc., Samsung Ventures and Microsoft Corp.'s M12 fund, along with additional investors the company referenced but did not name.
The company's core product is a disaggregated inference platform aimed at helping developers run inference workloads faster. Disaggregation, as an architectural approach, breaks the inference process into separable stages that can be scheduled and scaled independently, rather than forcing every request through a single, undifferentiated pool of compute. Gimlet's platform is built to help developers speed up those workloads by reorganizing how inference jobs are executed across compute resources.
The composition of the investor list stands out. Arm Holdings brings a presence in processor architecture; Samsung Ventures is the investment arm tied to one of the world's largest memory and electronics manufacturers; and M12 is Microsoft Corp.'s corporate venture vehicle. Backing that spans silicon intellectual property, hardware manufacturing and hyperscale cloud points to broad strategic interest in inference efficiency.
The raise underscores how much capital is converging on the inference layer of the AI stack. As deployed models shift from research demos to production traffic, the cost and latency of serving them have become central economic questions for builders — and for investors willing to underwrite a $3 billion valuation for a startup whose entire premise is serving those workloads faster. The company did not disclose planned use of the proceeds.
Mots-clés: Gimlet Labs · Disaggregated Inference · AI Inference · Series B · Andreessen Horowitz
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