The Menlo Park, Calif.-based venture capital firm has acquired “thousands” of semiconductors including Nvidia H100 graphics processing units (GPUs), with a plan to get to 20,000, a source told The Information. Andreessen Horowitz did not respond to The Logic’s request for comment. (The Information, The Logic)
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The Menlo Park, Calif.-based venture capital firm has acquired “thousands” of semiconductors including Nvidia H100 graphics processing units (GPUs), with a plan to get to 20,000, a source told The Information. Andreessen Horowitz did not respond to The Logic’s request for comment. (The Information, The Logic)
Talking point: The financier is reportedly renting its stashed chips out to portfolio companies. The flurry of model-making and application-testing prompted by generative AI is driving growing demand for the processing power and hardware on which the systems are trained and run. Nvidia’s GPUs are particularly sought-after, and Andreessen Horowitz is using its supply as a selling point in venture deals. In April, the firm closed a US$1.25-billion fund focused on AI infrastructure. Other investors have also lined up compute for current and prospective investees.
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