---
title: "Furiosa AI vs NVIDIA: A Korean Breakthrough in AI Inference Chips"
description: "South Korean startup Furiosa AI is preparing a blow to NVIDIA's dominance. The company plans to double chip production to 50,000 units and has unveiled the Stork accelerator on a 2nm process with 432 GB of memory. 🚀🇰🇷 #FuriosaAI #NVIDIA #AIchips"
date: 2026-07-16T00:46:31.000Z
lang: en
url: https://xab.info/en/posts/furiosa-ai-vs-nvidia-korean-breakthrough-inference-chips
tags: [furiosa-ai, nvidia, broadcom, ai-chips, semiconductors]
publisher: "XAB.info"
---

# Furiosa AI vs NVIDIA: A Korean Breakthrough in AI Inference Chips

![Furiosa AI chip with RNGD marking — Korean challenger to NVIDIA in AI inference](https://xab.info/media/2026/07/16/furiosa-ai-chipy-protiv-nvidia-2nm-stork/furiosa-ai-chipy-protiv-nvidia-2nm-stork-1.webp)

The artificial intelligence market is bracing for a major shakeup. South Korean startup Furiosa AI has officially announced plans to double the production of its specialized AI chips. Next year, the company intends to manufacture between 40,000 and 50,000 units of its accelerators, more than doubling this year's figures (20,000 units).

This is not just a production expansion plan but a strategic move designed to challenge NVIDIA's monopoly in the inference segment—the process of using already trained neural networks. The strategy is built on the development of the RNGD (Renegade) platform and the launch of a new generation of accelerators.

### Technological Breakthrough: The Stork Platform

The key element of Furiosa AI's ambitions is the third-generation chip named Stork, unveiled back in May. The accelerator is built on Broadcom's cutting-edge 2nm process. It is this technology that allows the startup to claim direct competition with NVIDIA GPUs, betting on energy efficiency and the lowest cost of generating a single token.

Unlike universal GPUs, the Stork architecture is fully optimized for specific AI inference tasks. With the growing popularity of agentic AI (AI agents), requirements for computing power are changing: data movement speed and bandwidth take precedence over simple floating-point operation counts.

### Architecture and Memory: Betting on HBM4/E

Furiosa AI engineers have created a solution that combines multiple silicon dies into a single high-performance System-on-Chip (SoC). The teaser image of the new product demonstrates an impressive configuration:

    - Two massive compute chiplets on a 2nm process;

    - Two I/O controllers;

    - 12 memory blocks of the HBM4/E standard.

If the company uses 12-layer modules of 36 GB per stack, the total memory volume will reach a colossal 432 GB. Such a configuration is necessary for working with massive language models where data access speed is critical.

### Broadcom Ecosystem and Software

Furiosa AI's success largely depends on its partnership with the giant Broadcom. In addition to the 2nm process, the company uses Ethernet and PCIe blocks from its partner. This ensures high bandwidth and allows for effective scaling of networks in massive AI clusters.

However, hardware is only half the battle. Furiosa AI offers a unique software stack that eliminates the complexities of traditional GPU programming. Their SDK uses a universal compiler that automatically converts high-level PyTorch code into chip instructions. For developers requiring fine-grained control, Virtual ISA is available—a declarative model that ensures hardware management without non-deterministic complexity.

### Market and Prospects

Demand for Furiosa AI solutions has already been confirmed by real orders. The company's clients include tech giants such as Samsung SDS and LG AI Research. The current second-generation chip is already in mass production, while sample shipments of the new Stork accelerator are scheduled for the first half of 2028.

The company positions its solution as a comprehensive response to the challenges of the "token factory" era. The combination of Broadcom infrastructure, Tensor Contraction Processor architecture, and advanced software allows Furiosa AI to go beyond simple chip manufacturing, offering a ready-made ecosystem for next-generation data centers.