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53:14Former Intel CEO: Why This is the Best Time to Build Hardwarea16z · 2026-10-09Former Intel CEO Pat Gelsinger says AI chip design is speeding up, but power, memory, and manufacturing will decide who scales.
27:15Why Building AI Data Centres Isn’t Working AnymoreColdFusion · 2026-06-08ColdFusion reports half of US data center projects delayed or canceled as $650 billion plans collide with power, water, and community limits.
53:58Why Top Founders Are Racing Into AI Infrastructurea16z · 2026-08-28a16z’s Machine Age Fund targets AI infrastructure as GPU supply sells out through 2028 and memory demand needs three years of capacity.