a16z Breaks Down Where $100 of AI Infrastructure Goes
a16z's breakdown: of every $100 invested in AI infrastructure, $50 goes to chips, $20 to power, $15 to networking, and $15 to cooling, buildings, and land.
chips
All AI Pulse updates tagged "chips".
2 signalsReuters: China may let ByteDance, Alibaba buy Nvidia chips
Reuters, citing The Information, says China is weighing permission for ByteDance and Alibaba to purchase new Nvidia chips; no final decision was stated.