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Mitesh Agrawal

Chief Executive Officer, Positron AI

Search every verified Mitesh Agrawal interview, podcast appearance, and on-the-record quote — each transcript cross-checked by AI and human review to confirm speaker identity. Mitesh Agrawal, Chief Executive Officer at Positron Ai, appeared on Bloomberg Tech on September 10, 2026, to discuss the AI chip race and industry trends. He attributed the growing need for capital in the sector to increased compute demands, noting that the supply chain is a major constraint and that companies able to scale out next-generation systems are driving investment. He also commented on recent pricing moves by AI firms, citing OpenAI's reported doubling of utilization after cutting prices in half and praising DeepSeek's low-cost launch as beneficial for use cases and utilization, though he said he had not yet examined its architecture.

Recent appearances

  • Everything You Need to Know About Apple's iPhone Duo

    September 10, 2026 · 📺 Bloomberg Tech

    Bloomberg’s Ed Ludlow discusses Apple's iPhone Duo with Bloomberg's Mark Gurman, from its anticipated reception with consumers to what it means for Apple's new era under CEO John Ternus. Plus, the AI chip race is moving to inference. And, Elon Musk's Boring Co. reaches a $23 billion valuation. 00:00:00 - Bloomberg Tech Begins 00:01:05 - Mark Gurman, Bloomberg News 00:06:30 - Saira Mailk, Nuveen 00:13:03 - Peter Elstrom, Bloomberg News 00:15:02 - Sid Sheth, D-Matrix 00:23:02 - Anurag Rana, Bloomberg Intelligence 00:26:04 - Wamsi Mohan, BofA Securities 00:33:48 - Mitesh Agrawal, Positron 00:41:…

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  • Interview with Mitesh Agrawal, CEO of Positron AI: Redefining AI Inference at $1B+ Valuation

    July 02, 2026 · 📺 Silicon Valley Investclub and Positron

    Positron AI ( ‪@Positron-AI‬ ) is a startup building purpose-built inference hardware designed to challenge existing market dominance by tackling the critical bottlenecks of memory bandwidth and capacity. By engineering a second-generation silicon architecture that delivers up to 2.3 terabytes of memory capacity per chip—nearly ten times that of traditional alternatives—the company provides a highly efficient solution for memory-bound and decode-heavy workloads, such as ten-trillion-parameter models and autoregressive video generation. Founded in 2023 by Edward Kmett, Barrett Woodside, and T…

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  • How One Researcher at a Conference Landed a $100M Microsoft Deal | Mitesh Agrawal, CEO of Positron

    June 04, 2026 · 📺 Goanna Capital

    Mitesh Agrawal, CEO of Positron, joins Robert Hilmer on Very First Win to talk about building AI silicon for frontier inference workloads, coexisting with Nvidia, and the two challenges that define the chip game: talent and supply chain. Then he gets into his very first win, the $100M+ deal that taught him how to sell into a multi-trillion dollar company as a startup worth a fraction of that. The secret? It wasn't a CEO or a CTO. It was one Microsoft researcher at NeurIPS 2018 whose team bulldozed through every red tape Positron's predecessor company would have otherwise hit. If you're not…

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  • Scaling Lambda to $1B: The Rise of the Inference Economy with Positron AI + Lambda

    May 05, 2026 · 📺 Startup Grind

    AI’s biggest headlines focus on training models — but the real economic engine of AI is inference, where models are deployed, scaled, and monetized. After building Lambda into a billion-dollar infrastructure company, VP of Revenue + Founding Team Member Robert Brooks and Mitesh Agrawal, CEO of Positron AI, witnessed the industry’s shift firsthand: from chasing raw compute to optimizing performance-per-dollar at scale. In this session, they unpack why inference will define the next decade of AI, how to recognize structural inflection points early, and what separates enduring infrastructure comp…

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  • S12 E9: Mitesh Agrawal, Positron | Code Story: Insights from Startup Tech Leaders

    March 10, 2026 · 📺 Code Story: Insights from Startup Tech Leaders

    Mitesh Agrawal has a background in Mechanical Engineering. He was one of the co-founders of Lambda, a company in the supercomputing space, where he spent 8.5 years working on everything under the sun. He's very grateful to be in an industry that is booming, but also aligns with his personal interests. Outside of tech, he is married to an ultra supportive wife, and is enjoying being a new father. He enjoys playing tennis, when he can find time to get to the court, and enjoys a good sci-fi book. He mentioned the Foundation series was one of his favorites, but admits it changes depending on the s…

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  • Mitesh Agrawal, Positron AI | theCUBE + NYSE Wired: AI Factories - Data Centers of the Future

    February 11, 2026 · 📺 SiliconANGLE theCUBE

    In this segment from the NYSE studio, theCUBE’s John Furrier sits down with Mitesh Agrawal, chief executive officer of Positron AI, to examine how AI inference is emerging as the economic engine of the next infrastructure cycle. Agrawal shares updates on Positron’s rapid growth, including its recent Series B funding, major customer deployments and expanding role in large-scale AI factories. The conversation frames inference as the “killer app” of the AI era, where performance, power efficiency and capital discipline are becoming decisive competitive advantages. Agrawal details how Positron’s…

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  • Episode #22 - Positron AI - Attacking NVIDIA's Market - CEO Mitesh Agrawal

    September 09, 2025 · 📺 Daniel Isenberg

    Do we need to re-define "Chutzpah" = "Positron?" Mitesh Agrawal, CEO and co-founder of Positron AI, is leading one of the most audacious ventures in the tech world today: building silicon to compete directly with NVIDIA. Backed by over $70 million in funding from DFJ, Valor, Atreides, Oakseed (disclosure: I am an LP) and others, and already shipping product within 18 months of founding, Positron’s bet is that the market for inference—the part of AI that actually generates text, images, code, and video—will soon dwarf training of LLM models, which is NVIDIA's bread and butter. By focusing on ef…

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  • ⚡️Accelerators @ 3x NVIDIA H200 perf, Made in the USA - Thomas Sohmers + Mitesh Agrawal, Positron AI

    August 18, 2025 · 📺 Latent Space

    Mitesh and Thomas from Positron AI join us their journey building super efficient accelerators and taking on NVIDIA : https://www.positron.ai/ They discuss the founding of their company, their backgrounds in the semiconductor industry, and their unique approach to creating AI inference hardware. The main thesis of the video is that the current bottleneck in AI inference is memory bandwidth, not compute, and Positron AI has developed a novel architecture that is significantly more efficient at handling the memory-bound nature of transformer models. Timestamps 00:00 Introduction to Positron AI…

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  • AI Chip Startup: Positron Takes on Nvidia The Disruptors

    July 01, 2025 · 📺 BizTV

    Host Bruce K. Lee talks with Mitesh Agrawal CEO of Positron, about AI and technology and the chip war. He tells Bruce who Positron is. They are building hardware to accelerate transformer models. With a focus on making large-scale AI computation more efficient & cost effective. He tells Bruce how they compete with Nvidia chips. Bruce asks Mitesh to explain the adoption of AI current trends & future predictions. And the comparison of AI and the internet adoption, and their impact. He discusses examples of AI, applications, and use cases. Mitesh Agrawal tells Bruce how real-world businesses are…

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  • Mitesh Agrawal, Positron AI | Robotics & AI Infrastructure Leaders

    June 20, 2025 · 📺 SiliconANGLE theCUBE

    Mitesh Agrawal, chief executive officer at SV Robotics (Positron AI), joins theCUBE’s Dave Vellante during theCUBE + NYSE Wired: Robotics & AI Infrastructure Leaders 2025 event to discuss the future of AI inference in robotic infrastructure. The conversation highlights Positron AI’s unique approach to performance-per-watt efficiency and real-world inference deployment. Agrawal shares how Positron’s custom silicon design delivers compelling alternatives to dominant players such as Nvidia, especially in edge and token-processing environments. With an eye on application-specific optimization, th…

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  • Deep Dive into AI and Deep Learning Infrastructure with Lambda Labs, Mitesh Agrawal

    March 22, 2021 · 📺 San Francisco Bay ACM

    DESCRIPTION: We are currently seeing exponential growth in the compute requirements for state of the art Deep Learning models as well as a rise in production environments for the application of these DL models as can be seen with the year starting out with Microsoft's Turing Natural Language Generation model (17 billion parameters) and ending with Open AI's GPT-3 (175 billion parameters). Designing/choosing optimized AI infrastructure based on the use case (may it be hyperparameter search, large scale distributed training, production inference etc.) is becoming just as important as designing b…

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The summary and quote tags on this profile are produced with AI assistance from verified, first-person interview transcripts, then checked by our team to confirm the speaker's identity and the accuracy of every quote. See how we verify →