The Ledger
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Elon Musk's Memphis AI cluster operates at 11% utilization, wasting $12 billion
“In fact, Elon's like got 500,000 GBP hundreds in Memphis. And running an 11% MFU and less than 60% node allocation. I mean, this is twelve billion dollars of compute being wasted.”
AMP plans to raise roughly $6.5 billion more in 2026
“We need to raise another roughly, you know, six and a half billion dollars this year, and a lot, and more is getting committed by the day.”
AMP provides billions in compute at cost to portfolio companies
“Look, I don't want to get sued by shareholders for whom it's not legible why I'm giving away billions of dollars of compute at cost of portfolio companies, right? Because that's what we're doing.”
Midha: Portfolio companies' compute clusters run at roughly half utilization
“If I'm looking at all my portfolio companies, you know, these clusters are running at like half utilization.”
AMP raised over $1.3 billion for its first fund in eight weeks
“We have more than 1.3 billion dollars in commits for our first fund. I've been added eight weeks.”