"Our base case is that the consumer will remain resilient and the AI tailwind will strengthen this year. But we caution that the Iran war could derail both spending (via inflation) and AI capex (via energy supply bottlenecks)."
Anthropic is teaming up with Blackstone, Hellman & Friedman, and Goldman Sachs to form a new AI services company targeting private equity-backed businesses, with a total investment of $1.5 billion.
Astera contends that with a big enough switch, PCIe is a viable alternative to interconnects like NVLink, in the scale-up fabrics used to make dozens or more GPUs behave more like a single large one without needing to redesign their accelerators.
