$1,1,00,000,000. The Machine Age Fund | a16z
a16z launches $110B Machine Age Fund to rebuild US AI infrastructure
“The United States is short power, short compute, short chips. There's going to be shortages in all three.”
a16z is pitching a massive infrastructure investment thesis, framing AI as modern alchemy that transforms sand into thought at scale. The core argument is that the entire US compute ecosystem must be rebuilt for AI workloads, with critical shortages in power, compute, and chips creating an urgent funding gap. This signals a major VC bet on physical AI infrastructure rather than software alone.