The Underdog Just Got Its War Chest

While everyone’s obsessed with Nvidia, TensorWave is quietly building an AMD-powered JUGGERNAUT. Their latest $100M funding round (led by Magnetar and AMD Ventures) proves the smart money sees blood in the water.

“This funding propels our mission to DEMOCRATIZE AI compute. Our 8,192 AMD GPU cluster is just the opening salvo.”

Darrick Horton, TensorWave CEO

Why This Matters NOW

• 20X revenue growth projected this year (from $5M to $100M run-rate)
• 8,000+ AMD Instinct MI325X GPUs already deployed (with more coming)
• Team scaling from 40 to 100+ by EOY

The Data Center Bloodbath

While others hesitate (looking at you, OpenAI’s delayed $500B Stargate project), TensorWave is moving at LUDICROUS SPEED:

• 5-15% cost hikes hitting competitors (thanks to tariffs)
• Cloud providers drowning in overcapacity
• AMD chips delivering 30%+ cost savings vs Nvidia alternatives

Founders With Form

This isn’t their first rodeo:

• Horton & Tatarchuk previously built/sold cloud vendor VMAccel
• Tomasik co-founded influencer giant Influential
• Collective exit experience with Lets Rolo sale

The Bottom Line

In an AI arms race where everyone’s paying Nvidia’s “green tax,” TensorWave just loaded the AMD silver bullets. With Azure and Oracle also betting on AMD, this could be the beginning of a MAJOR power shift.