Honestly, this $20b investment is absolutely insane, Nvidia's bet this round is pretty aggressive...the GPU cluster battle is just getting started
---
I said it from the beginning, the real money still goes to computing power, let's see who survives in the end
---
$20b vs expected $15b, but even so they still need to keep pouring money in, computing power's appetite is seriously huge
---
Since Nvidia's on board, this isn't just hype, but don't get fooled either...early stage projects still have massive risks
---
So is entering now already too late, feels like the track is already locked down by these giants
---
GPU cluster race, whoever has the strongest computing power is king, the logic is too straightforward...
---
Basically if you don't have real chops, you can't even raise funding, the barrier to entry in this industry is genuinely high
---
Wait, this $20b figure, is there something even crazier in the next round...
A 20 billion valuation completely blew past expectations. Looks like the GPU business really is just laying back and making money.
When Nvidia enters the game, it's a whole different level. They're directly backing xAI, and chipmakers are all starting to bet on AI infrastructure. The instincts of big capital are truly sharp.
Being able to raise this much money at such an early stage shows the market is still in a crazy cash-burning phase. Gotta jump on the train while we can.
20b vs 15b—expectations got smashed. Does this mean this AI cycle is going to drag on even longer?
GPU, data, compute power...right now infrastructure is the trump card. Whoever stabilizes the foundation layer first wins half the battle.
xAIはわずか$20 億ドルで大規模なシリーズE資金調達ラウンドを完了し、当初の$15 億ドル程度の予想を大きく上回りました。この資金調達のブリッツは、AIインフラレースにおける本格的な勢いを示しています。
Nvidiaは戦略的投資家として参入し、世界で最も強力なGPUクラスターの構築と展開を目指すxAIの野望に大きく賭けました。このパートナーシップは、現在進行中のAI構築において計算インフラの重要な役割を強調しています。
このラウンドの規模と支援者ラインナップは、Nvidiaのような重鎮を軸に、テック業界における本格的な資本の流れを示しています。AI分野を注視しているなら、これは私たちがこのサイクルの早期段階をまだ進んでいることを思い出させるものです。