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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 ...
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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.
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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…
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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…
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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…
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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…