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速递| 一年估值涨7倍,华人AI初创Fireworks AI冲刺40亿美元估值,直面英伟达竞争
Z Potentials· 2025-07-29 10:11
Core Insights - Fireworks AI, a cloud service provider, is negotiating a funding round with a valuation of $4 billion, which represents a more than sevenfold increase from the previous year [1][2] - The company was founded by former engineers from Meta and Google, and has previously raised approximately $77 million from investors including Sequoia Capital and Benchmark [2] Financial Performance - Fireworks' annualized revenue has surpassed $200 million, with a monthly average of $17 million, and is projected to reach $300 million by the end of the year [3] - The company's gross margin is approximately 50%, which is comparable to other inference service providers but lower than the 70%+ margins typical in subscription software businesses [3][5] - Fireworks aims to improve its gross margin to 60% by focusing on GPU optimization [5] Competitive Landscape - NVIDIA has emerged as a new competitor to Fireworks and other GPU cloud service resellers, having launched its own GPU cloud marketplace after acquiring inference service provider Lepton [4] - Fireworks competes with companies like Together AI and Baseten, which also resell NVIDIA-powered cloud servers [4] - The company differentiates itself by offering faster and more cost-effective solutions for customizing and running open-source models compared to traditional cloud service providers like Amazon and Google [3] Strategic Focus - Fireworks is concentrating on optimizing GPU resource utilization to address financial challenges and meet customer demand, which can fluctuate significantly [5] - The CEO emphasized the importance of building tools and infrastructure that enable application developers to customize models and enhance inference quality, speed, and user concurrency [5]