CoreWeave是一家为AI租赁计算电源的上市新云，股价跌至12个月的低点，Elon Musk 正在挥出400亿美元的债务购买计算能力和预测“200多个新云将会看到GUPY水平的死亡和整合 ”。 宣布新云A系列并非理想的一周。
通用计算联合创始人兼CEO芬·普克洛斯基(英语：Finn Puklowski (film))未受挫。 他对CoreWeave的机会表示不满，担心芯片引领的倒塌“夸大其词。 我每周都有人打电话给我，要求我做TPU、GPU、任何芯片
同样重要的是，他称，Anthropic的欺负S-1是"今天的不安".
General Compute从Nvidia竞争对手所制造的专用推论芯片中发现了一款特有建筑其云。 该公司通过4亿美元的交易从SambaNova购买了新的芯片——这是推论芯片的第一次债务融资——现在又将Positron和Cerebras添加到其芯片供应商的组合中。
与一个价值一亿美元的年度经常性收入的大客户的交易为公司筹集由"黑鸟"(Blackbird Ventures)和"抽象"(Certact Ventures)领导的A系列资金一亿美元铺平了道路。 在5月一轮种子赛后价值为6 000万美元，计算总公司现在向投资者提供价值为8亿美元的后款。
开始的策略是，它专注于为推论而制造的芯片而其他人追逐GPU。 而它并没有承担建设庞大数据中心的复杂工作，而是使用更小的电源，租用其他公司数据中心的空间，并将以前的比特币开采地点转换为运行AI模型的地方。
这说明Compute将军不会很快被推入新云顶级队伍，也不受从零开始建立数据中心的限制。 当General Compute有芯片，它会有一个地方插它们。 Puklowski期望该公司在2027年部署75兆瓦的计算能力，他怀疑他能够获得200兆瓦的电力——“可能比我们所能资助和获得的硬件多”。
计划还是有限度的 Puklowski的融资工作还没有完成，“资本将成为我负债和股本的全职工作。”
启动者在专门提供开发者高速推论的云公司中发现了关键客户；General Compute提供裸金属，或没有上层软件的原始服务器，供它们将其提供品上市。 称公司对General Compute的信心部分来自对Baseten的投资
帕默告诉TechCrunch, “在过去的10个月里，关于General Compute，他称，“Cerebras, Positron, SambaNova，都需要配送伙伴，他们可以把它们带到规模上，他们可以导航物理世界的复杂性。”
所有三位芯片制作商的主管都演唱了General Compute对TechCrunch的赞誉，他们各自都指出公司关注AI云计算经济学的重要性。 SambaNova的首席执行官兼联合创始人称。 “真正的问题在于你能否赚钱。”
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CoreWeave, a publicly traded neocloud that rents out computing power for AI, has seen its stock price fall to a 12-month low, and Elon Musk is flexing $40 billion in debt for buying computing capacity and predicting that “200+ neoclouds are going to see guppy-level death and consolidation.” It’s not exactly the ideal week to announce a Series A for a neocloud.
General Compute co-founder and CEO Finn Puklowski is unfazed. He’s bullish on CoreWeave’s chances, and thinks Musk is just talking his book to drive down the prices of the GPUs he wants to buy. Fears of a chip-led collapse are “massively overstated. I have people calling me up every single week asking me to do TPUs, GPUs, any chip, to get them more compute.”
Just as important, he says, Anthropic’s bullish S-1 is “settling fears for today.”
General Compute has found a niche building its cloud out of specialized inference chips built by Nvidia rivals. The company struck a $400 million deal to purchase new chips from SambaNova—the first debt financing of inference chips—and now has added Positron and Cerebras to its portfolio of chip suppliers.
A deal with a large customer worth $100 million in annual recurring revenue has paved the way for the company to raise $100 million in Series A funding led by Blackbird Ventures and Abstract Ventures. Valued at $60 million after a May seed round, General Compute is now worth $800 million post-money to its investors.
The startup’s strategy is to zig where others zag. It focused on chips built for inference while everyone else chased GPUs. And instead of taking on a complex effort to build huge data centers, it uses smaller power sources, rents space in other companies’ data centers, and converts former bitcoin-mining sites into places that run AI models.
That approach means General Compute isn’t going to catapult into the top ranks of neoclouds or compete with hyperscalers any time soon. But it’s also not subject to the constraints that come with building data centers from scratch. When General Compute has chips, it will have someplace to plug them in. Puklowski expects the company to deploy 75 megawatts of computing capacity in 2027, and he suspects he will have access to 200 megawatts of power—“more than we can probably fund and get hardware for.”
Still, the plan has a limit. Puklowski’s financing work isn’t done—”capital is going to be a full-time job for me, both on debt and equity,” he told TechCrunch.
The startup has found key customers in cloud companies that specialize in offering developers high-speed inference; General Compute provides the bare metal, or raw servers with no software layered on top, for them to bring their offerings to market. James Palmer, a principal at Blackbird who co-led the round, said his firm’s confidence in General Compute comes in part from an investment in Baseten, an inference cloud company.
“We’ve been proximate to their journey over the last 10 months and observing the wild growth story that [Baseten] has gone on, and the demand for open weight inference, and for companies owning their own intelligence,” Palmer told TechCrunch. When it comes to General Compute, he said, “Cerebras, Positron, SambaNova, all need distribution partners who can take them to scale, who can navigate the complexity of the physical world.”
Executives at all three chipmakers sang General Compute’s praises to TechCrunch, each noting the importance of the company’s focus on making the economics of AI cloud compute work. “Everyone in this market is selling speed,” Rodrigo Liang, SambaNova’s CEO and co-founder, said. “The real question is whether you can make money doing it.”
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