a16z Explains Machine Age Fund: Rebuilding Physical Infrastructure for AI
a16z Podcast · rss · 2026-08-30
a16z Managing Partner Jen Kha discusses the thesis behind the new Machine Age Fund, focusing on rebuilding the physical infrastructure powering AI. As AI demands push existing limits, chips, networking, memory, cooling, and data centers are becoming investable again. Kha explains the return of experienced systems builders to entrepreneurship, the global race to adopt AI, local backlash against data centers, and the need to rethink the stack from first principles.
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