Why Top Founders Are Racing Into AI Infrastructure
a16z launches Machine Age Fund targeting AI infrastructure from chips to copper mines
“the model is no longer the bottleneck and in fact using AI these models are getting better faster and faster and faster. Now the bottleneck is all what I call south of the model”
a16z has announced a new 'Machine Age Fund' dedicated to AI infrastructure investment, arguing that the constraint on AI progress has shifted from model capability to physical infrastructure — chips, power, networking, and raw materials like copper. A benchmark data point: the leading memory vendor says current demand will take three years of full capacity to supply, illustrating the severity of the hardware bottleneck.