Has the hunt for AI compute uncovered the next Cerebras?

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The raging demand for computers to run AI models has only accelerated, but there are two major obstacles that anyone in the business needs to overcome: getting the right chips, and getting them into data centers where they can start generating revenue.

General Compute, a new inference neocloud — a company that rents out AI processing power, specializing in the phase when models are running and responding to users rather than being trained — has answers to those questions that illuminate where the AI ecosystem is headed. Those answers helped it raise a $15 million seed round at a $60 million post-money valuation, led by FUSE VC with participation from Carya Venture Partners and Village Global Ventures.

First, what is the right chip? The demand for GPUs has gone through the roof, but it’s becoming conventional wisdom that they aren’t the best-suited chips for running AI models once they have...

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