Nvidia-backed cloud computing company Lambda is raising funds: a pre-money valuation of $14.5 billion, with plans to raise up to $4 billion. The news broke early this morning, just over two hours ago. By my simple math, if the company raises the full amount, its post-money valuation would be around $18.5 billion. That’s my own calculation, not a figure from the deal documents.
Here’s my take upfront: this is a sign that AI computing power continues to attract capital in the private markets. But there’s no direct flow of funds between this and crypto prices, so don’t trade it as positive news for some AI-themed coin.
The supporting details and caveats are important. The wording is “up to $4 billion,” which means the terms may not be set in stone, and the final amount and valuation could differ. The information is also still coming from people familiar with the matter, so until the deal closes, it should be treated as a rumor. For now, the only confirmed figures are a $14.5 billion pre-money valuation and a fundraising target of up to $4 billion. That’s certainly a substantial amount for the private markets. I don’t have figures for Lambda’s valuation in its previous round or how much of a premium this round represents, so that’s unclear, and I won’t speculate.
There’s just one thing to watch next: whether the deal closes on the terms currently being reported, and how much the final terms differ from the rumored version. A big difference would suggest the figures circulating during the rumor stage were inflated; if they’re broadly consistent, that would be solid evidence that money is still flowing into the AI computing sector.
#行业动态 #AI算力 #Cryptocurrency
The above is solely my personal observation and does not constitute investment advice. The cryptocurrency market is extremely volatile; please assess the risks for yourself.
Here’s my take upfront: this is a sign that AI computing power continues to attract capital in the private markets. But there’s no direct flow of funds between this and crypto prices, so don’t trade it as positive news for some AI-themed coin.
The supporting details and caveats are important. The wording is “up to $4 billion,” which means the terms may not be set in stone, and the final amount and valuation could differ. The information is also still coming from people familiar with the matter, so until the deal closes, it should be treated as a rumor. For now, the only confirmed figures are a $14.5 billion pre-money valuation and a fundraising target of up to $4 billion. That’s certainly a substantial amount for the private markets. I don’t have figures for Lambda’s valuation in its previous round or how much of a premium this round represents, so that’s unclear, and I won’t speculate.
There’s just one thing to watch next: whether the deal closes on the terms currently being reported, and how much the final terms differ from the rumored version. A big difference would suggest the figures circulating during the rumor stage were inflated; if they’re broadly consistent, that would be solid evidence that money is still flowing into the AI computing sector.
#行业动态 #AI算力 #Cryptocurrency
The above is solely my personal observation and does not constitute investment advice. The cryptocurrency market is extremely volatile; please assess the risks for yourself.