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Has the hunt for AI compute uncovered the next Cerebras?

TechCrunch reports that General Compute has raised a $15 million seed round at a $60 million post-money valuation to build an AI inference neocloud. The company is ordering $300 million of SambaNova SN50 chips, betting they can outperform GPUs and rival specialized chips for inference. The story frames inference speed, deployment flexibility, and lower power needs as key battlegrounds in AI infrastructure.