Driehaus Capital Management | Independent Boutique Investment Adviser (original) (raw)
Featured Commentary
Nov 05, 2024
Transforming Mines to Minds: The Shift from Bitcoin Mining to AI Data Centers
By Prakash Vijayan, CFA
Hyperscalers with generative AI needs are particularly interested in converting to bitcoin mining data centers due to the substantial power requirements and the urgency of deployment timelines. Generative AI applications demand immense computational power and energy, often ten times more than standard operations.
Nov 01, 2024
Driehaus Global Strategy September 2024 Commentary
By Global
This month’s commentary examines contributors and detractors from Q3 performance, as well as recent portfolio shifts, in greater detail.
Transforming Mines to Minds: The Shift from Bitcoin Mining to AI Data Centers
Prakash Vijayan, CFA
Hyperscalers with generative AI needs are particularly interested in converting to bitcoin mining data centers due to the substantial power requirements and the urgency of deployment timelines. Generative AI applications demand immense computational power and energy, often ten times more than standard operations.