GSI Technology announced a new edge AI strategy that targets the drone market, highlighting its Gemini‑II associative processing unit (APU) as the core technology.
The Gemini‑II delivers GPU‑class performance while consuming only 15 W of power, a 98 % reduction compared to data‑center GPUs. This efficiency makes it attractive for drones, defense systems, robotics, and mobile platforms. The company also plans the next‑generation Plato APU, designed for large‑language‑model workloads at the edge.
The announcement follows a $50 million equity raise that closed on October 22, 2025, providing capital to accelerate product development. GSI’s Q4 FY2025 revenue was $5.9 million, up 12 % from the prior quarter, with a gross margin of 56.1 % and a net loss of $2.2 million. Full‑year 2025 revenue totaled $20.5 million, with a net loss of $10.6 million, reflecting the company’s investment‑heavy growth phase.
For Q3 FY2026, GSI expects revenue between $6.0 million and $6.8 million, up from $6.4 million in Q2 FY2026, and a gross margin of 54 % to 56 %. The guidance signals confidence that the Gemini‑II and Plato roadmaps will drive higher‑margin contracts while the company continues to manage costs amid ongoing R&D spend.
CEO Lee‑Lean Shu said the equity raise “provides a solid financial foundation to bring Gemini‑II to market and advance our roadmap for Plato, positioning us to capture high‑growth edge AI opportunities.” CFO Douglas Schirle noted that disciplined execution has lifted revenue and margins, but the company remains focused on extending its cash runway.
Investors highlighted the equity raise, the Cornell University validation of the Gemini‑II’s energy efficiency, and the company’s growing revenue and margin trajectory as key positives. Headwinds include persistent net losses and competitive pressure from established GPU and edge‑AI players, while tailwinds come from the projected $2.7 billion drone market and the $9.6 billion edge‑AI processor market by 2030.
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