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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.

Forbes

20,335,029 subscribers

139,240 görüntüleme • 3 gün önce •via X (Twitter)

Bilim & Teknoloji Finans

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11 Yorum

Liam profil fotoğrafı

Liam3 gün önce

Wow

youssouf İbrahim djime profil fotoğrafı

youssouf İbrahim djime3 gün önce

Biz de yoldayız

Eddie Stubbs profil fotoğrafı

Eddie Stubbs3 gün önce

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

Robert Washington profil fotoğrafı

Robert Washington3 gün önce

Time to buy 👀

粥一勺 profil fotoğrafı

粥一勺3 gün önce

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

AscendCapital profil fotoğrafı

AscendCapital3 gün önce

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.

AI Angel Investor profil fotoğrafı

AI Angel Investor3 gün önce

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.

Stock Picks profil fotoğrafı

Stock Picks3 gün önce

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

Sahil profil fotoğrafı

Sahil2 gün önce

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

Allison Edison profil fotoğrafı

Allison Edison3 gün önce

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.

sofi a. profil fotoğrafı

sofi a.3 gün önce

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

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