GPUs as VC value-add: European AI startups' top constraint is compute access

nellimorgulchik · x · 2026-09-16

sarahdrinkwater of @CommonMagic says compute is the #1 constraint across her portfolio, existential for European startups, and she'd literally buy GPUs for founders if she ran a large fund. Reply: GPU access will become a quintessential VC "value add" within 6 months; she notes no European funds offer this yet.

Related event: Investors say compute shortage is the top constraint for European AI startups(3 posts)→

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