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How Rebelion’s ATOM NPU and FuriosaAI’s RNGD Chip Are Revolutionizing AI Infrastructure in Europe

미분류How Rebelion's ATOM NPU and FuriosaAI's RNGD Chip Are Revolutionizing AI Infrastructure in Europe
/ RAISE Summit LinkedIn capture
/ RAISE Summit LinkedIn capture

Korean artificial intelligence (AI) semiconductor startups Rebellions and FuriosaAI are set to take the stage at the RAISE Summit 2026 in Paris, France, unveiling their Sovereign AI strategy aimed at penetrating the European market.

Both companies will showcase their AI infrastructure strategies targeting European clients and Sovereign AI projects, leveraging their custom-designed chips and software stacks.

The RAISE Summit, a global AI conference, will be held from July 8 to 9 at the Carrousel du Louvre in central Paris. The event is expected to draw about 9,000 attendees, including representatives from tech giants like Google Cloud and Amazon Web Services (AWS), along with roughly 350 speakers.

Rebellions, positioning its ATOM neural processing unit (NPU) as an alternative to NVIDIA, will feature co-founder and CEO Park Sung-hyun as a speaker discussing AI Inference Infrastructure Strategy.

The summit organizers highlighted Park’s participation on LinkedIn, emphasizing the phrase Sovereign AI is Sovereign Silicon.

Rebellions, a fabless semiconductor startup, is challenging the global AI inference market with its first-generation NPU, ATOM. Since its 2020 launch, the company has focused on expanding its inference-only NPU business.

In 2024, Rebellions plans to merge with SAPEON, SK Telecom’s AI semiconductor subsidiary, positioning itself as Korea’s first AI semiconductor unicorn.

In just six years, the company has secured approximately 1.3 trillion KRW (about 861 million USD) in investments from backers across eight countries, including the U.S., UK, and France. As of March, it was valued at about 3.4 trillion KRW (about 2.25 billion USD). The company also recently attracted investment from the National Growth Fund in a pre-initial public offering (IPO) round.

Building on this momentum, Rebellions is collaborating with global semiconductor and IP firms like Samsung Electronics, SK Hynix, Arm, Synopsys, and ZeroPoint Technologies to expand its ecosystem.

At the RAISE Summit, Rebellions will explore collaboration opportunities with European AI solution providers, including its investor, France’s Corelia Capital, by showcasing the low-power, high-efficiency architecture of its ATOM-based NPU.

The company aims to present an alternative platform for data center inference infrastructure, touting improved power efficiency during inference compared to NVIDIA graphic processing units (GPUs).

/ News1
/ News1

Furiosa AI Targets the European Market with Its RNGD and Software Stack

FuriosaAI is also targeting the European market at RAISE Summit 2026, showcasing its next-generation data center chips and software stack.

The company is expected to introduce its latest AI inference accelerator, RNGD, along with its software stack. The second-generation RNGD, developed for data centers and now in the commercialization phase, aims to implement large language model (LLM) and agentic AI services with low power consumption.

Recently, FuriosaAI partnered with Broadcom to co-develop the third-generation RNGD, based on a 2-nanometer process and high band-width memory (HBM) 4/4E. This next-gen product will feature a multi-die chiplet structure, leveraging a compute die using 2-nanometer process technology and HBM4/4E bandwidth.

FuriosaAI is pursuing a one-stop platform strategy, integrating hardware and software to appeal to European clients. The company plans to offer a comprehensive solution including an RNGD-optimized software stack, compiler, developer toolchain, and runtime stack, positioning itself as an alternative to NVIDIA for European cloud providers and telecom companies.

Additionally, FuriosaAI will present specific AI infrastructure adoption and transition scenarios to European countries and institutions promoting Sovereign AI, emphasizing the advantages of RNGD-based infrastructure in terms of data center power efficiency and cost savings.

FuriosaAI’s valuation is currently estimated between 2 trillion KRW (about 1.32 billion USD) and 3 trillion KRW (about 1.99 billion USD).

This year’s RAISE Summit will feature an impressive lineup of global tech leaders, including former Google Chief Executive Officer (CEO) Eric Schmidt, Broadcom President Charlie Kawwas, Oracle Corporation President Mark Hura, and AMD Chief Technology Officer Mark Papermaster.

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