DeAI VC funding is on track to hit $650mn by the end of the year. That's projected to be 49% above 2024 funding, yet the overall DeAI market cap is down 50% on 2024. What do you think happens when the benefits from that capital come through?

s4mmy
@S4mmyEth
ICYMI: NVIDIA + OpenAI reveal $100bn strategic partnership to deploy 10GW of GPU infra. This is ∼2x Portugal’s entire annual electricity consumption. This builds on the existing $500bn Stargate agreement with SoftBank. That’s not all today: 1) Oracle is in talks with Meta x.com/openainewsroom…
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Disclaimer: The content above is only the author's opinion which does not represent any position of Followin, and is not intended as, and shall not be understood or construed as, investment advice from Followin.
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