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The AI Investment Boom

(www.apricitas.io)
271 points m-hodges | 2 comments | 20 Oct 24 14:56 UTC | HN request time: 0.001s | source
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uxhacker ◴[20 Oct 24 16:06 UTC] No.41896287[source]▶
It feels like there’s a big gap in this discussion. The focus is almost entirely on GPU and hardware investment, which is undeniably driving a lot of the current AI boom. But what’s missing is any mention of the software side and the significant VC investment going into AI-driven platforms, tools, and applications. This story could be more accurately titled ‘The GPU Investment Boom’ given how heavily it leans into the hardware conversation. Software investment deserves equal attention
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1. pfisherman ◴[20 Oct 24 16:15 UTC] No.41896362[source]▶
Also they talk a lot about data centers and cloud compute, but do not mention chips for on decide inference.

Given where mobile sits in the hierarchy of interfaces, that is where I would be placing my bets if I were a VC.

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2. ◴[20 Oct 24 16:26 UTC] No.41896469[source]▶