In the midst of an artificial intelligence gold rush, we are excited to announce our co-lead investment in Vertical Compute’s €20 million seed round. Founded in 2024, Vertical Compute aims to revolutionize the memory industry and become a world leader in this critical sector.
The AI Revolution and the Memory Wall.
The current AI boom has catapulted equipment providers to unprecedented heights, with Nvidia leading the charge. As Nvidia’s market capitalization surpasses $3 trillion, it’s clear that the value of AI infrastructure cannot be overstated. At the heart of this technological boom lies the Graphics Processing Unit (GPU), a specialized chip crucial for AI applications. GPUs are designed to swiftly perform complex parallel calculations—originally for images and videos, now for AI. These powerhouses consist of two main components: the processor, which handles processing tasks and the memory, which efficiently feeds the processor with data.
As AI continues to advance, the demand for more powerful and efficient memory solutions grows exponentially. This is where Vertical Compute enters the picture, with an ambitious strategy to create a unique memory solution that could potentially overcome the limitations of current technologies like DRAM and SRAM.