Know What's Happening in Business

Building the Real-World Infrastructure for AI, with Google, Cisco & A16z

In this episode, a16z’s Raghu Raghuram talks with Google’s Amin Vahdat and Cisco’s Jeetu Patel about the massive physical build‑out required for AI, covering everything from custom chips and power grids to global data‑center networks. They frame this as an "AI industrial revolution" where compute, power and networking become scarce resources, driven by geopolitical competition and the need for hardware‑software‑network co‑design. The guests explain that enterprises are only at the early stage of a CapEx super‑cycle, and that future AI workloads—especially inference, reinforcement learning and multi‑site computing—will reshape how systems are built and operated.