AI Infrastructure Supply

topic on 1 show · 1 statements across 1 episodes

the a16z Podcast

1 statements about AI Infrastructure Supply, every show

a16z Prediction Not checkable as stated
Vahdat: AI hardware supply will lag behind demand in short term
“So one worry I have is that the supply isn't actually going to catch up to the demand as quickly as we'd all like.”
Amin Vahdat Oct 29, 2025 ▶ 5:03 Building the Real-World Infrastructure for AI, with Google, Cisco & a16z

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