AI Infrastructure
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For venture capital investors, the standard exit playbook is being rewritten in real-time. The news of Nvidia’s 20 billion dollar agreement with Groq is the latest and largest example of a trend that should have every GP and LP on high alert: the rise of the reverse acquihire. At first glance, a 20 billion dollar…
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This is how the $1 trillion AI Economy works: 1. NVIDIA sells the compute every AI system runs on. 2. Microsoft packages AI into software and cloud services for enterprises. 3. Amazon turns AI demand into sustained cloud and logistics monetization. 4. Alphabet (Google) creates AI demand through search and monetizes it through ads and…
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2026 will be the year of physical AI, the integration of intelligence into real-world systems like robotics and industrial automation. We’ve already seen significant advancements in robotics which would not have been possible without integrating large real-world datasets and VLA models into these machines. Which essentially translate vision and language understanding into seamless continuous control.…