GSI Technology's APU Matches NVIDIA GPU Performance, Stock Jumps 200%

GSI Technology, Inc. (GSIT) stock surged 200% after Cornell University validated its Associative Processing Unit (APU) matching NVIDIA GPU performance while using 98% less energy. The APU can handle retrieval-augmented generation tasks at the same speed as NVIDIA's A6000 GPU but uses much less power. The company's Gemini-II APU is expected to deliver 10 times faster throughput, lower delays, and better energy efficiency for AI workloads. GSI Technology reported $6.3 million in revenue, a 35% increase from last year, and a strong financial position.

GSI Technology, Inc. (GSIT) stock experienced a significant surge, rising by 200%, following the validation of its Associative Processing Unit (APU) technology by Cornell University. The APU was found to match the performance of NVIDIA's A6000 GPU while consuming 98% less energy. This breakthrough was highlighted in a study published by Cornell University researchers, which demonstrated that the Gemini-I APU can handle retrieval-augmented generation tasks at the same speed as NVIDIA's A6000 GPU but with a substantial reduction in power consumption, as reported in a QuiverQuant article.

The study, titled "Characterizing and Optimizing Realistic Workloads on a Commercial Compute-in-SRAM Device," was published in the ACM journal and presented at the Micro '25 conference. It underscored the APU's efficiency and sustainability, positioning it as a disruptive force in the $100 billion AI inference market. The APU's unique design allows it to perform retrieval tasks several times faster than standard CPUs, significantly reducing processing time by up to 80%.

GSI Technology's CEO, Lee-Lean Shu, emphasized the potential of compute-in-memory technology to disrupt the AI inference market, particularly in energy-sensitive applications. The company's second-generation APU, Gemini-II, is expected to deliver 10 times faster throughput and improved energy efficiency for AI workloads, further solidifying its position in the market.

Financial highlights for GSI Technology include a reported $6.3 million in revenue for the latest quarter, representing a 35% increase from the previous year. The company's strong financial position and the potential for future advancements in its APU technology suggest a promising outlook for investors.