Glean Hits $300M ARR, Samsung Ships 20% Faster 12-Layer HBM4E Chips
Glean tripled ARR to $300 million in 15 months, challenging Google’s enterprise AI search with its context graph cost savings. Samsung began shipping 12-layer HBM4E memory samples with over 20% speed gains from a sixth-generation 10nm DRAM node, boosting Google Cloud’s AI infrastructure.
1. Glean Surpasses $300M ARR Milestone
Glean has reached $300 million in annual recurring revenue, tripling from $100 million just 15 months ago and accelerating its position in enterprise AI search.
2. Context Graph Cuts AI Computing Costs
Glean’s context graph connects directly to internal enterprise systems, reducing token usage and driving down AI computing expenses for its customers.
3. Samsung Ships 12-Layer HBM4E Samples
Samsung Electronics started shipping samples of its 12-layer HBM4E high-bandwidth memory, offering more than 20% performance gains with its sixth-generation 10nm-class DRAM process.
4. Implications for Google Cloud AI
Google Cloud can leverage higher-speed, lower-latency HBM4E modules and face heightened competition in enterprise search as Glean’s rapid growth challenges its market share.
