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A Tiny Startup Helping Google Take On Nvidia Is Now Worth $18 Billion A little-known company called Fluidstack has become a test bed for Google’s plans to sell its own AI chip. That’s helped it hit a $18 billion valuation and minted its founders as new billionaires.
139,240 Aufrufe • vor 3 Tagen •via X (Twitter)
11 Kommentare

Wow

Biz de yoldayız

Google should take on @nvidia . They also should outsource more @sundarpichai

Time to buy 👀

An $18B cloud shop as Google's chip test bed is capex choosing sides, not another chatbot round.

Hardware compute plays are finally getting the infrastructure-layer valuations they’ve deserved for a while. Google betting early on specialized providers to push its custom silicon against Nvidia is the logical next move for the cloud wars.

Infrastructure is where the real alpha lives. Google picking Fluidstack to test custom silicon against Nvidia shows that the next wave of AI winners will be the ones building the pipes, not just the models.

an eighteen billion dollar company almost nobody had heard of a year ago is what a compute shortage looks like from the supply side

18B and they don’t own the silicon. Jane Street underwriting contracted FLOPs like a bond. Nvidia still collects, everyone else is just levered to one lab’s take-or-pay. ugly when the offtake slips

Just another tiny step of AI taking control and pissing everybody off so if you wanna keep control of your company, better watch what the fuck you think you’re gonna do to people.

fluidstack at 18b and i'm out here trying to get a 5% raise
