Redpoint(@Redpoint):Some AI infrastructure buyers are placing multi million dollar orders without knowing the final price. @ericabrescia went on Bloomberg's "The Close" with Romaine Bostick, CFA to talk about Super Micro and the state of the AI infrastructure market. She covers: ◾️ The real logic behind Nvidia's $500 billion financing push ◾️ The shift in how companies are actually using AI models day to day that's changing the cost equation ◾️ Why @poolsideai's new open weight model release is a preview of where AI costs are headed next

Redpoint

@Redpoint

Seed. Early. Growth. We invest across consumer and enterprise and have partnered with thousands of inspiring entrepreneurs over the past two decades.

参加 January 2010

982 フォロー中 59.6K ファン

Redpoint@Redpoint

2026.08.12 17:41

Some AI infrastructure buyers are placing multi million dollar orders without knowing the final price. @ericabrescia went on Bloomberg's "The Close" with Romaine Bostick, CFA to talk about Super Micro and the state of the AI infrastructure market. She covers: ◾️ The real logic behind Nvidia's $500 billion financing push ◾️ The shift in how companies are actually using AI models day to day that's changing the cost equation ◾️ Why @poolsideai's new open weight model release is a preview of where AI costs are headed next