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Bolt Graphics Validates Zeus GPU Silicon

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Owen PearceM&A / IPOs / exitsOct 31AI
Bolt Graphics Validates Zeus GPU Silicon

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The California startup's successful test chip run signals a move toward high-performance hardware that could challenge established GPU vendors.

California-based startup Bolt Graphics has successfully powered on the first silicon for its Zeus GPU project, as Engadget first reported. The 12nm test chip, manufactured by TSMC, reportedly ran without issues, drawing 1.4 watts compared to the 35 watts required by the company's previous FPGA prototype. CEO and founder Darwesh Singh told HPCwire that the chip demonstrates the ability to accelerate highly complex physics algorithms in hardware.

While the test chip is a proof of concept, Bolt is targeting volume production by 2028 for the final Zeus GPU. Engadget reports that the production chip will utilize TSMC's N5P process node to avoid wafer supply competition. The architecture will feature RISC-V processor cores and proprietary path-tracing hardware, with PCIe cards supporting up to 384GB of memory via soldered LPDDR5X and DDR5 SO-DIMM slots.

Bolt's performance targets are aggressive. In March 2025, the company claimed Zeus would provide 10 times the rendering performance of current GPUs and 300 times the speed in electromagnetic simulation, specifically citing path tracing throughput up to 10 times that of Nvidia's RTX 5090. Bolt also claims the hardware could reduce compute costs by as much as 17 times.

From a deals perspective, Bolt is scaling its operations and capital. Engadget notes that the company recently opened a Taipei office. Furthermore, Reuters reported that Bolt is seeking approximately $100 million in funding at a valuation of roughly $700 million. While Bolt plans to target studios, scientists, and engineers before expanding into AI and gaming, the company has not yet named specific customers, though it claims a product pipeline exceeding $500 million and over 14,000 early access sign-ups.

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