Temasek

Headlines · 5

1. 4d
   Vinci4D pitches physics-AI chip simulation after $250M Series B

   SiliconANGLE interviewed chip-simulation startup Vinci4D at SEMICON West. The company says its platform, built on AI models trained on physics equations, lets engineers run simulations a day after a design change instead of roughly two weeks, and Vinci4D believes the software runs up to 1,000 times faster than conventional simulation tools with higher accuracy — figures that are the company's own claims and were not independently verified. Vinci4D, which emerged from stealth in December, closed a $250 million Series B at a $1.5 billion valuation earlier this month, co-led by Advent International, Temasek and Xora with AMD Ventures participating; it says its software can run inference on AMD's MI355x to analyze circuit boards, chip packages and 3D stacked ICs, and it plans to expand from semiconductors into automotive and aerospace hardware.

   SiliconANGLE AI · 🔥 0
2. Oct 8
   Nvidia-backed Upscale AI launches Token Fabric to link chips from rival vendors

   Upscale AI, a Santa Clara networking startup backed by Nvidia, launched Token Fabric, a platform built on open standards such as UALink and Ethernet for Scale-Up Networking that can put GPUs, custom AI chips and network cards from different suppliers on the same network. Reuters reported the platform combines Upscale's own scale-up switch chip, SkyFabriX, with scale-out switches based on Nvidia's Spectrum-X Ethernet chips, plus SkyOS and SkyCMD software that runs and monitors the network and can flag bottlenecks and hardware needing replacement. Upscale said the first part ships in the fourth quarter with the rest rolling out through 2027, and general availability in early 2027; CEO Barun Kar told Reuters he expects revenue in the tens of millions of dollars next year, possibly reaching the low hundreds of millions.

   The Next Web · 🔥 0
3. Oct 8
   Strategist warns AI bubble could trigger worst S&P 500 crash since 2008

   Joachim Klement, market strategist at Panmure Liberum, warned that the AI trade could unravel as early as 2027 and trigger the sharpest market crash since the global financial crisis. He set a year-end 2027 S&P 500 target of 5,000, implying a 36% drop from current levels — the most bearish forecast among strategists tracked by Bloomberg. He acknowledged the call may be premature and did not advise selling immediately, instead urging clients to prepare contingency plans; Temasek's CIO issued a similar warning, while Citi strategists argued solid earnings can still support equities despite high rates.

   cnBeta · 🔥 0
4. Oct 7
   Temasek Warns AI Trade Unwind Is Markets’ Biggest Risk

   Singapore state-owned investment firm Temasek says an unwinding of the artificial intelligence trade poses the biggest risk to markets. The warning frames AI-related market positioning as a potential source of broader financial volatility.

   CNBC Technology · 🔥 0
5. Oct 6
   Vinci raises $250M Series B at $1.5B valuation for AI simulation platform

   Vinci4D Inc. announced a $250 million Series B round at a $1.5 billion valuation, co-led by Advent, Temasek and Xora, with participation including AMD Ventures. Its platform is built around a physics-focused AI model that turns uploaded CAD drawings into simulations, automates meshing and uses custom GPU kernels to speed convergence; the company says it can complete simulations with hundreds of millions of degrees of freedom (DOFs) in minutes, versus the hours or days such workloads normally take. Vinci's initial focus is thermal simulation for chips—processors, memory modules and interconnects—with plans to extend to vehicles, aircraft and satellites.

   SiliconANGLE AI · 🔥 0

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