Know what’s really happening at
d-Matrix before you sign on.
- On the roadmap
- AI Chips
- Semiconductors
- AI Infrastructure
d-Matrix builds digital in-memory compute accelerators that put math inside SRAM to break the memory wall in LLM serving. With Corsair in full production and a $2B valuation, it is one of the few inference-chip challengers already shipping at volume.
How we do it.
Most "AI market intel" is a summarized crawl of press releases. This Altis research is built from our knowledge graph of sector expert calls, synthesized with public sources.
d-Matrix
- Founded (Santa Clara, CA)
- 2019
- Series C raised (Nov 2025)
- $275M
- Series C valuation
- $2B
- Total funding raised
- $450M
- Claimed tokens/sec on Llama 70B-class models
- 30K
- Claimed energy-efficiency gain vs GPU clusters
- 3-5x
- Corsair entered full production
- June 9, 2026
Press reported
Altis Verified
What's in the report
Most "AI market intel" is a summarized crawl of press releases. This is what customers, competitors, and former employees actually told us.
Market Overview
Market structure, where the company sits, and growth drivers.
- market map
- AI Chips landscape
- AI Chips growth rate
- CAGR
Total Addressable Market
Bottom-up TAM / SAM / SOM.
- d-Matrix TAM
- AI Chips market size
- market opportunity
Company Overview
What the company does and how it operates.
- what does d-Matrix do
- d-Matrix product
- business model
Product / Go-to-Market
Product, GTM motion, ICP, and who buys.
- d-Matrix customers
- who uses d-Matrix
- d-Matrix ICP
- go-to-market
Competitive Dynamics
The Altis Market Map and the Altis Win-Rate Index.
- d-Matrix competitors
- d-Matrix alternatives
- who competes with d-Matrix
- d-Matrix win rate
Customer Signals
Retention, satisfaction, and win/loss signals.
- d-Matrix reviews
- d-Matrix NRR
- d-Matrix churn
- current customers
- switching costs
Investment Debates
Investment thesis, moat, bull/bear, and key risks.
- d-Matrix investment thesis
- d-Matrix moat
- bull case bear case
- d-Matrix risk factors
Monetization & Financials
Business model, revenue model, and unit economics.
- d-Matrix ARR
- d-Matrix revenue
- d-Matrix valuation
- unit economics
Team and culture
Founders, leadership, and org.
- d-Matrix founders
- d-Matrix CEO background
- leadership team
- headcount
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Based on public reporting and company announcements as of July 2026.