Infinity's Ignition Agent Targets Nvidia's CUDA Software Moat

Infinity, founded 2025 by ex-Google Brain researcher Jeremy Nixon, raised $15M at a $100M valuation. Its agent Ignition auto-generates low-level inference code for Nvidia-alternative chips, tests it, and rewrites for performance. Infinity claims CUDA-level capability. Customer D-Matrix saw months-long work compressed to hours. The CUDA-level claim remains unverified by third parties.