SF Compute’s $40 million Series A addresses a $11.76 billion infrastructure bottleneck: AI startups locked into 12-36 month GPU contracts while serving customers with sporadic usage patterns. The San Francisco-based startup has created a marketplace allowing companies to resell unused compute capacity, managing over $100 million in hardware across several thousand GPUs.

The funding round, led by DCVC and Wing Venture Capital with participation from Electric Capital and Alt Capital, values the company at $300 million. This represents a growing recognition that AI infrastructure financing models have created hidden systemic risks across the ecosystem.