What the Internet Boom Teaches Us About the AI Buildout | Mike Volpi

Mike Volpi joins a16z podcast hosts to compare current investments in GPUs, data centers, and power for the AI boom with the fiber-optic infrastructure boom of the late 1990s. The participants discuss whether AI infrastructure could retain its value even if the market undergoes a correction. They also examine NVIDIA, custom silicon, networking, GPU economics, and strategic lessons from Cisco's acquisition history. Open article →