Tech news picked on 2026-05-07

2026-05-07

1. Why VCs Are Shifting from AI Apps to AI Infrastructure: An Inference Layer Playbook for Korean Founders

   • RadixArk, commercializing SGLang, raised $100 million in seed funding, and Gimlet Labs, which builds a multi-silicon compiler, secured $80 million in Series A funding in the same week.
   • The trend is that more money is flowing to the foundational layer serving pre-trained models more cheaply than flashy apps.
   • Korean teams have little reason to compete in chip manufacturing.
   • Instead, there is a good chance for operational services that integrate different clouds and inference engines while explaining costs.

   6mo agoSummary and discussion