From a16z: The internet boom built bandwidth. The AI boom is building intelligence. Mike Volpi, who helped shape Cisco’s strategy during the internet buildout, asks what that era can teach us about this one. Mike joins a16z’s Raghu Raghuram and Guido Appenzeller to compare today’s investment in GPUs, data…
Tunguz uses CoreWeave, Anthropic and data-center landlord disclosures to estimate that applications, neoclouds and inference vendors capture 92% of AI gross profit before GPUs.
US AI demand grows from 66gw in 2027 while tokens per watt compound 2.9x a year, so the grid only binds if token demand outruns efficiency. Break-even real token growth is ~2.5x a year with no cancellations.
Fal hosts image, video and audio AI models for developers; the new valuation is double its April value. Bessemer led the round, and Nvidia and T. Rowe Price also invested.
Traversal's agents help companies such as American Express and Pepsi troubleshoot site outages.
Applied Compute, an AI infrastructure provider, raised at a $3.25 billion valuation after reaching a revenue milestone.
Hyperbolic lets companies rent AI compute across about 30 neoclouds; Walden Catalyst, Intel CEO Lip-Bu Tan's fund, led the round and total funding is $50M.
