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Tag

compute

2 articles

Technology8d ago

Anjney Midha's $1.3B Amp Fund Bets on Compute-as-Moat for AI Startups

The former a16z partner bundles chip access with venture capital, betting that hardware scarcity—not capital—is the real constraint on frontier AI development.

Technology20d ago

Anthropic's $517B Compute Bet: IPO Readiness or Infrastructure Overshoot

The AI startup locked in compute contracts worth $517 billion over 11 months—nearly three times its prior $180 billion projection—as it races to match rivals' scale ahead of a potential public offering.