Global League
风险投资与私募股权管理人
Austin，TX 874 位关注者
Venture Building and Strategic Investment Partnership
关于我们
Global League (G-L.Ventures) is committed to a data-driven top-down research approach to analyze market trends, landscape and dynamics for investors and startups. Our thesis currently prioritizes the intersection of AI infrastructure, energy transition, semiconductors, and national security. (Learn more about AI Infrastructure thesis-based deal tracking)
- 网站
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https://G-L.Ventures/
Global League 的外部链接
- 所属行业
- 风险投资与私募股权管理人
- 规模
- 11-50 人
- 总部
- Austin，TX
- 类型
- 私人持股
地点
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主要
获取路线
8006 Cameron Rd. Suit D
US，TX，Austin，78754
Global League 员工
动态
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China's competition for AI leadership with the US is heated. As we're wrapping up this newsletter today - #Chinese AI startup #DeepSeek has become the "talk of the town" and triggered a significant sell-off in global chip stocks, as investors reassess the future of #AI technology and its impact on U.S. tech leadership. Notable News to Catch Up in 5 Minutes + Enventure Way
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GL Signals - Notable News, Stories, and Analysis to Catch Up in 5 Minutes #AI #AIDataCenter #DigitalInfrastructure #Semiconductors #SpaceTech #EnergyTransition #AINetworking #SiPhotonics #ASICchips #NuclearEnergy #GeoThermal #CleanEnergy #GreenTech #Sustainability #Satellite #Robotics #PhysicalAI #GeoPolitics #StateCraft??
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Excluding those already scooped up by big players, here are some startups to watch: Early stage: Zutacore, Accelsius, Asperitas, GemaTEG, Incooling, Chilldyne, Feveret, etc. Later stage: Liquidstack, Iceotope, Advanced Cooling Technologies, Green Revolution Cooling, Submer, Midas Immersion Cooling, CoolIT Systems, TMGCore, etc. We are tracking hundreds of AI infrastructure companies and sharing our full lists with those signed up.
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A whole cluster like one #GPU! As AI systems do more parallelized processing, photonics will play an increasingly larger role. It enables the integration of optical components like lasers, modulators, and detectors on a single chip/substrate. Photonics includes many semiconductor technologies beyond just Si, but Si Photonics (SiPho) is in high demand because it leverages Si semiconductor economies of scale to create photonic integrated circuits (PICs) that use light to transmit and process data. Lots of developments are bringing data transmission at the speed of light from between data centers, clusters, and racks to between GPUs. SiPho isn’t just used for AI/HPC computing but also for quantum computing and telecommunications. The SiPho market, currently valued at around $2 billion in 2024, is projected by many to show a compound annual growth rate of between 25% to 30% and reach $7-11 billion by 2029 to 2031. The Asia Pacific region is anticipated to show the fastest growth.
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Bandwidth, Latency, Power Efficiency, and Cost Optimal data center connectivity must have competitively sufficient bandwidth to handle the traffic volume within and between data centers and other network resources while ensuring low latency, high availability, and reliability, as well as higher power efficiency and lower cost. Traditional connectivity categories include fiber optic networks, software-defined (automated) interconnects, and ethernet switch ICs. New ways of connecting chiplets, chips, and server racks for extreme scaling and improving transmission speeds are also about connectivity, including new platforms for semiconductor integration and new architectures of networking, orchestration or data processing.?