rewind(@rewind02):the gpu shortage isn't a supply problem, it's an allocation problem - buy the rack: 18 months - buy the power: longer - install a virtualization layer: today Thunder Compute ( @carlpeterson + Brian Model, ex-Bain / ex-Citadel) just closed $13M to make every GPU already deployed do more work - invisible to the workload, drops into existing infra - good for enterprises who need capacity now - good for neoclouds who don't want to build another substation - good for NVIDIA - every chip sold does more over its lifetime, which is the best argument for buying the next one

2026.08.20 03:00

the gpu shortage isn't a supply problem, it's an allocation problem - buy the rack: 18 months - buy the power: longer - install a virtualization layer: today Thunder Compute ( @carlpeterson + Brian Model, ex-Bain / ex-Citadel) just closed $13M to make every GPU already deployed do more work - invisible to the workload, drops into existing infra - good for enterprises who need capacity now - good for neoclouds who don't want to build another substation - good for NVIDIA - every chip sold does more over its lifetime, which is the best argument for buying the next one

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Carl Peterson@carlpeterson

2026.08.19 17:31

Today, we raised a $13M series A to solve the GPU shortage Trillions are being spent on GPU CapEx while 80% of it sits idle The capacity already exists Virtualizing GPUs unlocks it Backed by Matrix, YC, and CEAS

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