/tech

AI Infrastructure Funding Surge: Crusoe Raises $3.9B, Huawei Accelerates Ascend 960 Roadmap

Crusoe Energy raised $3.9B at a $30.9B valuation for AI data centers. Huawei is accelerating its Ascend 960 AI chip roadmap targeting 2027 launches as a Nvidia alternative, scaling to massive clusters.

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1 Source, 4h ago, first seen 4h ago

TLDR

Explosive demand for AI compute is driving massive investments and supply-chain shifts. Users debate economic impacts, energy grid issues, and geopolitical competition between Western and Chinese chip makers. Highlights how infrastructure constraints and investment decisions underpin AI progress and industry competition.

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@KawzInvestsWhy am I so focused on networking over raw compute? Look at GPU utilization 53% of surveyed data center operators report running at only 50–70% capacity during peak demand. GPUs aren't sitting idle because they lack compute power, they're sitting idle because they're waiting for data. They wait on storage, they wait on CPUs, and above all, they wait on other GPUs to send results back across the network. If you add more compute to a cluster without upgrading the pipes, you just get diminishing returns on your capex. $LITE $COHR $AAOI $CRDO

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7 comments

18 saves

2 reposts

Sentiment

Positive——Negative

Summary

Not enough discussion yet.

No sentiment analysis available yet.

Sentiment

Positive——Negative

Summary

Not enough discussion yet.

No sentiment analysis available yet.

Sentiment

Positive——Negative

Summary

Not enough discussion yet.

No sentiment analysis available yet.

1 Source

@KawzInvestsWhy am I so focused on networking over raw compute? Look at GPU utilization 53% of surveyed data center operators report running at only 50–70% capacity during peak demand. GPUs aren't sitting idle because they lack compute power, they're sitting idle because they're waiting for data. They wait on storage, they wait on CPUs, and above all, they wait on other GPUs to send results back across the network. If you add more compute to a cluster without upgrading the pipes, you just get diminishing returns on your capex. $LITE $COHR $AAOI $CRDO

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