Kog, a French startup, says it can accelerate large language model inference on conventional data-center GPUs via its Kog Inference Engine. It reported 3,000 tokens per second on a demo using Laneformer 2B, and CEO Gaël Delalleau expects its first major model to reach 10x speed by September. Kog is shifting from demos toward implementing larger models and using early customer traction to raise its Series A.
The article argues that the AI funding “bubble” is unlikely to burst soon because AI factory bottlenecks in areas like memory, packaging, networking, power, and site readiness keep tightening. It says these constraints won’t ease before at least 2028. As a result, deployment slows, price discovery gets delayed, and the market’s ability to judge whether overbuilding happened is postponed.
Inference systems turn a trained model into a streaming service that handles asynchronous user traffic, varying prompt sizes, and GPU scheduling for transformer computation. A described example uses a 4,000-token prompt requesting a 300-token answer. The shift is that “inference” is treated as a full request/token pipeline (tokenization, context assembly, routing, memory management, sampling, and streaming) rather than a single forward pass.
AMD began a four-part bond sale to fund AI and data center expansion, according to Bloomberg and Reuters. The offering is for $4 billion to $5 billion, with options at 3, 5, 7, and 10 years and pricing talks around 70 to 115 basis points over US Treasuries. If it raises the proceeds, AMD can invest in foundry capacity, packaging, and data center partnerships while also planning to repay $875 million of bonds due September 2026, shifting its funding approach toward capital markets.
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