Why Top Founders Are Racing Into AI Infrastructure
a16z's new Machine Age Fund addresses the unprecedented demand for AI infrastructure, shifting the bottleneck from models to the foundational hardware. The discussion highlights surging Hyperscaler CapEx, component supply crunch extending to 2028, and the exponential compute needs driven by reasoning and agents. It explores how AI turns engineering problems into capital/compute challenges, identifying opportunities for new infrastructure companies in chips, power, and data center redesign, and the emergence of experienced "systems founders" to rebuild the computing stack for this new era.
