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Geoff Tate believes that GPU units, led by Nvidia, still have strong advantages in flexibility and integrated systems, but custom chips from Google, Amazon, OpenAI, and others have begun competing with them directly. The future of dominance depends on GPU manufacturers’ ability to address power, chip, and memory constraints, as well as on proving custom chips’ performance beyond initial benchmarks.
Phil Haslett of EquityZen says the private equity market has split between companies built around artificial intelligence, which sometimes command premiums, and older companies carrying 2021 financing rounds that trade at steep discounts. The secondary market, he says, offers an indicator closer to the realizable price than the valuations announced in financing rounds.