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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 次观看 • 4 天前 •via X (Twitter)

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11 条评论

Liam 的头像

Liam4 天前

Wow

youssouf İbrahim djime 的头像

youssouf İbrahim djime4 天前

Biz de yoldayız

Eddie Stubbs 的头像

Eddie Stubbs3 天前

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

Robert Washington 的头像

Robert Washington3 天前

Time to buy 👀

粥一勺的头像

粥一勺3 天前

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

AscendCapital 的头像

AscendCapital3 天前

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 的头像

AI Angel Investor3 天前

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 的头像

Stock Picks3 天前

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 的头像

Sahil2 天前

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 的头像

Allison Edison3 天前

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. 的头像

sofi a.3 天前

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

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