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The 10 Companies AI Can't Scale Without

As AI infrastructure scales past GPU constraints, supply chain bottlenecks are shifting to memory, power equipment, and data center land—creating 2027-2028 pricing opportunities the market hasn't yet valued.

How the GPU Became Collateral

Three years ago nobody would lend billions against GPUs. Now the paper is rated A3 and sits in insurance portfolios.

Funding Announcements

Investing in Wafer: Building the Multi-Silicon Inference Cloud

Wafer, an AI inference optimization startup, raised $40 million in Series A funding to automatically optimize AI workloads across multiple hardware accelerators and reduce inference costs.

How Matic Got Robots into 10,000 Homes

Seven lessons from Matic's co-founder on their journey building robots that are actually deployed and loved in homes

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The 10 Companies AI Can't Scale Without

As AI infrastructure scales past GPU constraints, supply chain bottlenecks are shifting to memory, power equipment, and data center land—creating 2027-2028 pricing opportunities the market hasn't yet valued.

How the GPU Became Collateral

Three years ago nobody would lend billions against GPUs. Now the paper is rated A3 and sits in insurance portfolios.

Funding Announcements

Investing in Wafer: Building the Multi-Silicon Inference Cloud

Wafer, an AI inference optimization startup, raised $40 million in Series A funding to automatically optimize AI workloads across multiple hardware accelerators and reduce inference costs.

How Much Does an NVIDIA NVL72 Cost?

The Real Cost of Blackwell Racks: From $5M Purchase Price to $2.56–$3.84 Per GPU-Hour

How Matic Got Robots into 10,000 Homes

Seven lessons from Matic's co-founder on their journey building robots that are actually deployed and loved in homes

Why the Best GPU Doesn't Always Win

Why GPU FLOPS Don't Determine Inference Cost: Memory, Bandwidth, and Fabric Architecture Drive Real Performance

Funding Announcements

Reengineering Skin Health with Yuna: Our Lead Investment in Outer Bio

Outer’s combination of a novel skin platform, data generation, and machine learning-guided discovery takes the guesswork out of finding new bioactives that dramatically improve skin health.

Who Makes Money When Inference Gets 10x Cheaper?

A layer-by-layer map of where the dollars land when the price of intelligence collapses.

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