there are at least 20 companies, maybe 50, who have received founding rounds of $300M+ with the stated purpose of those funds to buy nvidia cards and run them i

there are at least 20 companies, maybe 50, who have received founding rounds of $300M+ with the stated purpose of those funds to buy nvidia cards and run them in their own colo space. there’s even more established companies who can do this without funding rounds. as long as the cards are getting better every 2/3 years then if you want to be a player in this space you must buy a new $300M+ cluster every 3 years or get left behind. there’s enough vc money to ensure some don’t get left behind. and there is one ai card company in the world this only slows down when someone else can compete with nvidia and i don’t see any thing close