From a16z: Thirty years ago, general-purpose chips beat specialized ones in the semiconductor industry’s great strategy debate. Today the same debate is back, but with new constraints.
Tech stocks fell the most since 2020 as investors exited the AI trade after the election.
Seoul-based FuriosaAI, which makes AI inference chips, raised a Series D valuing it at about $2.9bn; South Korea's National Growth Fund put in $280m.
Firms such as Jane Street are investing in AI and chip startups and neoclouds, and some are building their own data centers.
Proposed regulations would strengthen the Treasury's Outbound Investment Security Program to curb US investment in AI, chip and biotech deals in China and Russia.
GPUs, Still Not Obsolete; Doing More With The Same; SaaS Prove-It Cyber
Crunchbase says the week's largest financings went to AI processor maker Tenstorrent and AI lab Flapping Airplanes.
