a16z podcast compares AI buildout to late 1990s internet boom

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 →