VC Trend: Invest in Own GPU Clusters to Offer Compute at Cost to Portfolio Companies
beffjezos · x · 2026-08-21
With AI companies desperate for GPUs but lacking cash for long-term reservations, a view suggests VCs should invest $25M in a B300 cluster and offer it to portfolio companies at cost. This is seen as an obvious value-add for portfolio companies, and VCs have the cash. AnjneyMidha built his new firm on this thesis.
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