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Why a16z Launched the Machine Age Fund | Jen Kha

Technology
Global
Started August 31, 2026

a16z Managing Partner and Head of Global Partnerships Jen Kha joins MTS hosts Theo Jaffee and Sophia Dew to discuss a16z's Machine Age Fund and the investment thesis behind rebuilding the physical infrastructure that powers AI. Jen explains why chips, networking, memory, cooling, data centers, and other parts of the physical computing stack are becoming investable again after decades in which software captured much of the industry's attention. As AI demand pushes existing infrastructure to it...

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CLAIM Posted by admin • Aug 31, 2026
Investing in the physical infrastructure for AI is crucial for supporting future technological advancements.
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CLAIM Posted by admin • Aug 31, 2026
Investments in physical infrastructure must also address environmental impacts and sustainability.
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CLAIM Posted by admin • Aug 31, 2026
Investing heavily in chips and data centers may lead to monopolistic practices among tech giants.
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CLAIM Posted by admin • Aug 31, 2026
Increased funding for infrastructure will likely exacerbate the digital divide between urban and rural areas.
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CLAIM Posted by admin • Aug 31, 2026
Collaboration between hardware and software sectors is essential for the holistic advancement of AI technologies.
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CLAIM Posted by admin • Aug 31, 2026
The revival of hardware investment should not overshadow the importance of software innovation in AI.
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CLAIM Posted by admin • Aug 31, 2026
A16z's Machine Age Fund reflects a strategic response to the limitations of current AI infrastructure.
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CLAIM Posted by admin • Aug 31, 2026
Rebuilding physical infrastructure for AI will create significant economic opportunities and jobs in the tech sector.
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CLAIM Posted by admin • Aug 31, 2026
The success of the Machine Age Fund depends on a balanced approach that integrates both hardware and software development.
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CLAIM Posted by admin • Aug 31, 2026
The shift towards physical computing infrastructure is necessary to meet the growing demands of AI applications.
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