The race for faster AI inference is on, and markets gave Cerebras and its purpose-built chips a warm welcome in its IPO debut in May. But French startup Kog is betting that there’s a lot more power to be squeezed out of conventional GPUs. The startup hit the front page of Hacker News in May with a tech preview aimed at proving that “extremely fast single-request decoding is possible on the standard datacenter GPUs enterprises already own” — such as the AMD MI300X and Nvidia H200 GPUs it used for its demo.
Some were disappointed to hear this didn’t extend to GPUs in our laptops, but others saw the potential. With inference speed and costs now being a critical bottleneck, Kog’s promise to unlock new capabilities on existing hardware with software optimization attracted more than onlookers. Based on early feedback, the solo founder expects software engineering to be the first use case.
Veteran Claude Code users are well aware that they sometimes have to wait hours to get results. Anthropic itself understands that speed is worth money, and charges a price multiple for Claude’s Fast Mode. Kog is hoping to target customers put off by those delays, usually because they rely on AI workflows for professional tasks.
But the startup also has design partners that let users generate games and apps with a prompt, and for whom a faster outcome thanks to the Kog Inference Engine (KIE) would mean more revenue, Delalleau said. The company realizes this market is not quite mature yet. While observing demand, Kog learned that its prospective customers aren’t prepared to fine-tune small models.
Contradicting skeptics, Delalleau is confident the same approach can work just as well with LLMs, whose size can be a challenge for inference chips. For Kog’s CEO, the idea that they aren’t well suited for decoding has become a misconception; newer GPUs have more and more memory bandwidth that only begs to be unlocked. Kog isn’t alone in thinking that software optimization can help GPUs do more than it says on the box.
ZML, also from France, released hardware-agnostic software that bypasses Nvidia’s CUDA to support fast inference across competing chips. But Delalleau said Kog is more akin to Stanford University lab Hazy Research, with an even deeper-level focus on GPU acceleration. Delalleau himself is not a researcher, and his first startup, TechCrunch50 2009 alum Stribe, has nothing to do with his new one — other than his former co-founder turned VC Kamel Zeroual, whose firm Varsity VC co-led Kog’s seed round.
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