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Fueling the Super Cycle: Inside a16z’s $1.7 Billion Bet on AI Infrastructure
The AI infrastructure is being rebuilt from the chips up as a16z deploys a fresh $1.7 billion fund into the super cycle. From the rapid rise of autonomous agents to the critical talent shortage facing 100-person unicorns, the rules of scaling have been rewritten. Discover why the next big bet isn't on chatbots, but on the invisible infrastructure that makes them accurate.
Feb 4, 2026