Nvidia's GPU Investment in Inflection AI Raises $1.3 Billion at $4 Billion Valuation

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Inflection AI raised $1.3 billion at a $4 billion valuation and a 22,000 GPU supercomputer or cluster that they're putting together. This round was led by Microsoft in Vidya, Reid Hoffman, Bill Gates and Eric Schmidt, the former CEO of Google. Nvidia, seemingly as part of this investment, is going to help inflection install more than 18,000 Nvidia H100 GPUs. Inflection already has 3,500 of them currently in use. So we don't know here if inflection is waiting in line with everybody else, or if they got to jump the line.

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Today’s show:

Jason breaks down investors and companies using the GPU shortage as leverage to invest in AI startups (1:33) before discussing Microsoft’s run-in with EU regulators over bundling Teams into its Office suite (28:53). They wrap on the FTC's loss in its quest to stop Microsoft's Activision Blizzard acquisition, and Lina Khan’s track record as FTC chair (37:58).

Time stamps:

(0:00) Nick joins Jason

(1:33) Nvidia’s GPU leverage

(9:48) Lemon.io - Get 15% off your first 4 weeks of developer time at https://Lemon.io/twist

(11:07) CoreWeave’s pivot & the pros and cons of WFH

(19:28) OpenPhone - Get 20% off your first six months at https://openphone.com/twist

(20:54) Daniel Gross and Nat Friedman’s GPU play

(27:24) Veed - Sign up and engage your audience on any platform at https://www.veed.io/avatars?utm_campaign=TWIS&utm_medium=YT&utm_source=MKT

(28:53) Microsoft’s run-in with EU regulators over bundling

(37:58) FTC loses cases against Microsoft and Activision Blizzard merger

(46:37) Lina Khan’s track record as the head of the FTC

Follow Nick: https://twitter.com/nickcalacanis