GSI’s Revolutionary AI Chip Cuts Energy Use by 98 Percent Igniting 200 Percent Surge in Stock Prices

GSI Technology has unveiled a revolutionary chip, the Gemini-I APU, which promises to transform the landscape of artificial intelligence hardware. This new compute-in-memory technology showcases remarkable energy efficiency, cutting power consumption by over 98% compared to traditional GPUs while delivering comparable performance.

Performance Breakthrough

According to a study led by Cornell University, the Gemini-I APU demonstrates throughput matching that of NVIDIA’s A6000 GPU. This achievement is particularly significant for large-scale AI tasks, such as Retrieval-Augmented Generation (RAG).

• Energy Consumption: The Gemini-I APU operates at just 1-2% of the energy required by a standard GPU.
• Processing Speed: It accelerates data retrieval tasks, performing up to 5 times faster than conventional CPUs.

Industry Potential

GSI’s CEO, Lee-Lean Shu, emphasized the chip’s potential to disrupt the $100 billion AI inference market. He stated that the APU delivers GPU-class performance but at a fraction of the energy cost, a crucial factor as the demand for energy-efficient AI hardware grows.

Addressing Energy Efficiency Concerns

The advancements of the Gemini-I APU come at a time when the AI industry faces escalating energy demands. As highlighted by experts, reducing power consumption is essential for sustainable AI development. The integration of memory and computation in the APU minimizes energy draw, making it a noteworthy solution for edge AI applications, including defense, drones, and IoT, where power resources are limited.

Market Outlook

The Edge AI market is projected to grow to approximately $57 billion by 2030, driven by advancements in 5G technology and increased government investments. GSI aims to capitalize on this trend, focusing on low-latency and embedded AI applications, such as autonomous vehicles and satellite technology.

Stock Market Reaction

Following the announcement of the Gemini-I APU, GSI Technology’s stock (NASDAQ: GSIT) surged by nearly 200% on October 20, 2025. The price jumped from about $5 to around $15 during trading sessions, reflecting investor enthusiasm over the energy-saving capabilities of the new AI chip.

Financial Caution

Despite the impressive technological advancements, analysts remain cautious. GSI’s current revenues are roughly $22.1 million and have shown a decline of 16.3% over the past three years. Additionally, the company’s net margins are deeply negative, raising concerns about the sustainability of growth in stock prices.

Future Developments

GSI Technology plans to release its Q2 fiscal 2026 earnings on October 30, which will provide further insights into market demand for its products. Upcoming projects, including the Gemini-II APU and future models, aim to enhance power efficiency and throughput further.

As GSI navigates this crucial period, the introduction of the Gemini-I APU represents a significant milestone in AI technology, potentially setting new standards for efficiency and performance in semiconductor design.