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The ‘Price is Right’ for GPUs: The Startup Turning Nvidia Chips Into ‘Boring’ Bankable Assets

Good morning, Anissa here!The AI boom requires an enormous amount of new power plants, chips and data centers. But it also requires something that’s less visible: new financial plumbing that makes it possible to lend against this costly hardware.Miami fintech startup Barkr is one of the firms ...

Raccontata daforbes.comtheinformation.com

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2 prospettive sulla stessa storia
AI · summaries
theinformation.comStai leggendo1 mesi fa

The ‘Price is Right’ for GPUs: The Startup Turning Nvidia Chips Into ‘Boring’ Bankable Assets

Good morning, Anissa here!The AI boom requires an enormous amount of new power plants, chips and data centers. But it also requires something that’s less visible: new financial plumbing that makes it possible to lend…

originale
forbes.com1 mesi fa

The AI Trade Is Moving Beyond GPUs

As companies put AI to work, investors are looking beyond GPUs to CPUs, servers, data centers and power infrastructure.

Leggi questa versione → originale

Timeline cronologica

  1. lunedì 18 maggio 2026·forbes.com

    The AI Trade Is Moving Beyond GPUs

    As companies put AI to work, investors are looking beyond GPUs to CPUs, servers, data centers and power infrastructure.

  2. lunedì 18 maggio 2026·theinformation.com

    Edge Inference Chip Startup SiMa.ai Raising at $1.4 Billion Valuation

    Nvidia might be on a tear, but some investors are still convinced that there’s demand for another kind of specialized chips. And they’re putting their money where their mouth…

  • lunedì 18 maggio 2026·theinformation.com

    The ‘Price is Right’ for GPUs: The Startup Turning Nvidia Chips Into ‘Boring’ Bankable Assets

    Good morning, Anissa here!The AI boom requires an enormous amount of new power plants, chips and data centers. But it also requires something that’s less visible: new financial…

  • martedì 19 maggio 2026·theinformation.com

    Amazon’s Nvidia Alternative Starts Winning Over AI Developers

    Amazon’s yearslong effort to build a serious alternative to Nvidia’s dominant AI chips is starting to gain traction. Anthropic and OpenAI, which have struck multibillion-dollar…

  • mercoledì 20 maggio 2026·theinformation.com

    Investors Fall Back in Love With IPOs

    For the past two days, I’ve been at JP Morgan’s annual tech conference in Boston. As usual, AI has dominated most of my conversations with investors. But in a change from the past…

  • giovedì 21 maggio 2026·theinformation.com

    Nvidia’s Blowout and SpaceX’s Blue Sky Ambitions

    Nvidia, wow. The AI chip giant did it again, delivering better than projected 85% revenue growth for its April quarter, the first in its 2027 fiscal year. Even better, Nvidia…

  • giovedì 21 maggio 2026·theinformation.com

    Exclusive From The Electric: AI Data Center Demand Could Finally Spur a Battery Boom

    Western battery makers, which have scaled back plans for new factories amid tepid consumer demand for electric vehicles, have found a smaller but much needed stream of income from…