Inspire Semiconductor (INSSF) investor relations material

Market opportunity and positioning

• Targeting the $500B datacenter HPC-AI market with a disruptive, energy-efficient compute platform.

• Achieved functional first silicon for the Thunderbird "supercomputer cluster-on-a-chip".

• Business model supports rapid production ramp and profitability with modest market penetration.

• Recognized global partners enable turnkey solutions across multiple geographies.

• Positioned to address high-growth industries with breakthrough computation power.

Technology and product highlights

• Thunderbird accelerator features 6,144 64-bit RISC-V CPU cores per board, surpassing standard server CPUs.

• Delivers high precision, high performance, and low power for demanding HPC and AI workloads.

• Innovative mesh network provides low latency and high bandwidth.

• Open RISC-V ecosystem and standard programming models eliminate vendor lock-in.

• Best-in-class energy efficiency and scalability, with a single card replacing many racks of servers.

Customer and industry validation

• Endorsed by leading research labs and analysts for high-precision, double-precision, and physics-based workloads.

• Recognized as a versatile solution for HPC, AI, and analytics beyond traditional GPU focus.

• Industry coverage highlights Thunderbird's ability to scale to over 360,000 cores and outperform GPUs in certain applications.

• Open source approach enables broader industry participation and integration.