Top VC a16z: Top Talent Flows into AI Infrastructure, Infrastructure Design Set for "Ground-Up Rebuild"

Core partners at a16z believe that as giants' CapEx estimates head toward $1 trillion next year, orders for core hardware such as GPUs and storage are already booked through 2028. With existing computing architectures approaching physical limits, rack power surging by tens of times, data center chips, power (shifting to 800V DC), and liquid cooling systems are facing a comprehensive "ground-up rebuild." The share of top founders entering hardware has jumped from under 5% to over 20-30%.