Rob May, GP @ Half Court
Second-order thinking in AI infrastructure: as GPU deployment scales, the real constraints shift from chips to power generation, thermal management, optical networking, and edge inference. Infrastructure winners will be in cooling, energy, and interconnect—not foundation models.
Read the full post on Investing in AI ↗
Topics: AI Infrastructure · Energy & Climate · Manufacturing & Industrials
Published by Investing in AI · their site ↗
SandHill indexes 800+ venture capital blogs and newsletters and sends the best of them every Sunday. Browse the sources · browse by topic · read the blog.
Suggest a blog or newsletter for the SandHill index. We track the RSS feed and feature the best pieces in the weekly digest.
The latest theses & analyses from 800+ venture investors, curated into one email. Join 5,000+ investors, founders and LPs.