I'm a VC and I've seen lots of pitches lately for various tech related to new architectures, be it GPU, FPGA or RISC. I'd add cryptocurrency to list workloads with insatiable computing demands.
Do u see more pitches for source-code level solutions ? i.e. analyzing and modifying the huge legacy of existing code base ? This is a very difficult area of course (both financially and technologically). But the pay off can be very large. Imagine a vmware-like transformation at the source code level.
I'm not sure what you mean by this, but I'm interested. Could you explain?