Clark Tang
Clark Tang is a partner at Altimeter Capital Management, where he focuses on artificial intelligence, software, and semiconductor investments across both public and private markets. He is best known for his early contrarian investment in Nvidia in late 2022, pitched shortly before the stock's major rally, driven by his thesis that AI demand would surge. He was named the youngest partner at Altimeter and writes a Substack newsletter called Run Rate covering AI, compute, and software trends. Prior to joining Altimeter in 2021, he worked at Valor Equity Partners, Goldman Sachs, and Credit Suisse.
“Everyone expected token pricing, the price of compute, it's all deflationary... But I think this year what we've seen is the opposite... The monetization rates per watt are increasing.”
Source→“A new class of accelerators or ASICs, MediaTek with their new V8T versus Broadcom's V8I for TPUs, actually was a big topic of discussion.”
Source→AI-extracted from podcast / newsletter / paper summaries. May contain errors.