Kris Naidu

Exciting to see startups aiming to use AI to discover chemicals, materials, drugs, etc. Semi companies have taken notice: AMD is investing in and Cadence is acquiring them. Semi/EDA companies have broken out by becoming critical path, whether it’s through critical software, packaging, IP, design kits from foundries, or user communities. Aside from just making it easy to make new materials, these “AI for making X” companies also need to articulate a vision as to how they can establish monopolistic positions in their industries.

144

5 Comments

As traffic to traditional websites plummets due to AI answering user queries directly, there is a new explosive form of distribution. “AI agents are now creating Neon databases at 4x the rate of human developers, driving new requirements for instant provisioning, automatic scaling, & isolated environments.” If I ask an AI agent to create a web application, I want it to select all the components : the front end framework, the database, & the hosting service. I just want the website to work. In that modus operandi, the person (the vibe coder) is now no longer involved in vendor selection. The agent won’t pause to ask, “Do you have a preferred vendor?” busy reasoning about the task at hand, it will continue on its code path, hurtling towards an answer. AI becomes the ultimate influencer, more than a social media magnate, or an engineering luminary, or a starry open-source repo - an outsourced procurement team acting on behalf of the coder. This example makes clear how developer tools will be selected by AI. But in a future where sales development reps are assembling data pipelines with data enrichment or email providers or website builders for account-based marketing, passive AI procurement will move up the stack. Product-led growth companies have a new & important channel to master : AI as the Chief Procurement Officer.

201

26 Comments

AI isn't just powering software. BrightAI just raised $51 million to automate inspection and other hardware-based AI capabilities. As Alexa von Tobel, co-founder of Inspired Capital put it: “So many people are so focused on the future of digital AI, but we’re excited about this new layer of AI: the physical world AI.” We are in the early innings of a series of AI-fueled innovations! https://lnkd.in/enhmafvH

47

The next layer of the AI gold rush is chips AND what connects them. GigaIO is quietly powering the AI revolution behind the scenes… and scaling fast. In the same way T1 lines catapulted the Internet from email to streaming, GigaIO is doing for AI infrastructure what broadband did for the web: unlocking speed, scalability, and a new paradigm of performance. GigaIO has built a next-gen composable infrastructure that transforms how data centers and supercomputers operate. Instead of siloed, static architecture where CPUs, GPUs, and storage are trapped in fixed systems, GigaIO enables on-demand, software-defined resource sharing across an entire network. Imagine every server and accelerator in your environment working as one massive, intelligent pool — no wasted capacity, no bottlenecks. Just pure performance, provisioned precisely when and where it’s needed. This isn’t just an upgrade. It’s an inflection point. Impact Venture Capital is backing the vision of this innovative company: = $10M+ in revenue with projected growth to 3x revenue in 2025 = Powering breakthroughs in AI, biosciences, weather modeling, and even space exploration = Positioned at the convergence of composable infrastructure, HPC, and AI optimization As AI workloads become increasingly compute-hungry and unpredictable, the market is demanding infrastructure that’s not only faster — but smarter. GigaIO delivers that future today. If you're a corporate investor seeking the next foundational layer in AI infrastructure — this is a company to watch. #Interconnect #Accelerator #AIInfrastructure #ComposableComputing #HPC #GigaIO #DatacenterInnovation #TechInvesting #VentureCapital #AIAcceleration #DeepTech #NextGenCompute https://lnkd.in/eYezre92 Alan Benjamin, Joey Maitra, Jennifer Baker Khan, Jonathan Carmel, Aaron Mondell Anderson

29

5 Comments