速递｜AI编程初创Poolside融资20亿美元猛攻AI基建，携手CoreWeave，打造2吉瓦德州数据中心

Core Insights - Poolside is an AI programming startup that has launched its first product within a year and is collaborating with CoreWeave to develop one of the largest data centers in the U.S. [2] - The new facility, named "Horizon Project," will be located in West Texas with a final capacity of 2 GW, enough to power approximately 1.5 million homes, and aims to begin operations by the end of 2026 with an initial capacity of 250 MW [2][3] - Poolside's core objective is to develop software that can automatically generate code while ensuring accuracy and security to meet government standards [3] Financial and Investment Highlights - Poolside is currently raising $2 billion at a valuation exceeding $14 billion, with most of the funds earmarked for purchasing over 40,000 advanced NVIDIA GPUs to scale model development [6][7] - The company previously completed a $500 million funding round at a $3 billion valuation, with early investors including In-Q-Tel, a CIA-affiliated investment firm [8] Market Context and Trends - The agreement with CoreWeave follows a series of significant investments in AI companies, with OpenAI announcing multiple multi-billion dollar partnerships to enhance chip and data center supply for AI software development [3] - There are growing concerns about an expanding AI bubble that could threaten other economic sectors, especially considering that leading AI startups, including OpenAI, have yet to achieve profitability [3] Strategic Vision - Poolside aims to build general artificial intelligence (AGI) that surpasses human capabilities across multiple tasks, with its first product launched in October 2024 to assist software engineers in government and defense sectors [3] - The CEO, Eiso Kant, believes that AI will become one of the most demanded commodities globally, but current limitations in AI infrastructure are hindering growth [4]