Nvidia Graphics Processing Units

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Erik Bernhardsson, CEO of Modal. Screenshot via YouTube
AI Agenda

Another AI Cloud Startup Becomes a Unicorn

By Stephanie Palazzolo and Sri Muppidi · Jul 31, 2025 7:30am PDT
Lately, investors have been eager to back cloud startups that provide application developers with access to Nvidia graphics processing units and help them to develop and run AI models quickly. The investor interest comes despite questions about the profit margins of these startups, otherwise known as cloud GPU resellers or inference providers.In... Lately, investors have been eager to back cloud startups that provide application developers with...
Photo by Midjourney.
AI Agenda

The AI Chip Wars Rage On; The Rise of the AI Academic-Turned-Founder; Has No One Seen Black Mirror?

By Anissa Gardizy · Oct 9, 2023 7:00am PDT · 1 comment
When Microsoft took an early bet on OpenAI in 2019, investing $1 billion into the startup, it also placed a major bet on another project: creating a competitor to Nvidia’s graphics processing units, we reported back in April. Now, years later, Microsoft executives plan to unveil a chip designed for artificial intelligence next month at Ignite,... When Microsoft took an early bet on OpenAI in 2019, investing $1 billion into the startup, it...
Photo via Jacopo Pantaleoni.
AI Agenda

Nvidia Engineer’s Message to Google AI Researchers: Leave Your Company

By Stephanie Palazzolo · Sep 21, 2023 7:00am PDT · 7 comments
Jacopo Pantaleoni joined Nvidia in 2001 when the company had less than 500 employees. He worked on what was then a small research project to improve Nvidia’s graphics processing units so they could better render images on computers and gaming consoles.More than two decades later, Nvidia has more than 26,000 employees and its GPUs are at the... Jacopo Pantaleoni joined Nvidia in 2001 when the company had less than 500 employees. He worked...
Erik Bernhardsson, Founder and CEO at Modal. Art by Clark Miller; YouTube.
Exclusive

Startup Modal in Talks to Raise at $4.5 Billion Valuation After Revenue Surges

By Stephanie Palazzolo and Anissa Gardizy · May 13, 2026 10:49am PDT
Modal, a startup that rents out Nvidia graphics processing units and software to help developers run and train models as well as agents, is in talks to raise money at around a $4.5 billion valuation. That would be an 80% premium to its last valuation from just a few months ago, according to two people with knowledge of the round. The steep hike... Modal, a startup that rents out Nvidia graphics processing units and software to help developers...
Art via Mike Sullivan
Exclusive

Microsoft Tightens Grip on GPUs, Pressuring AI Customers

By Aaron Holmes, Anissa Gardizy and Stephanie Palazzolo · Apr 24, 2026 6:00am PDT · 1 comment
AI startups are struggling to access Nvidia graphics processing units as Microsoft and other cloud providers divert GPU stockpiles to their internal teams or bigger cloud customers, leaving smaller firms scrambling for the remaining servers at higher prices. The supply crunch is impacting well-funded AI startups that have raised money from... AI startups are struggling to access Nvidia graphics processing units as Microsoft and other...