Andreessen Horowitz raises $1.1 billion for AI infrastructure fund
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Andreessen Horowitz has raised $1.1 billion for its Machine Age Fund, targeting AI infrastructure including chips, data centers, and robotics. The fund will invest in computing hardware and supply chain bottlenecks as demand for AI workloads surges.
Key Facts
- Andreessen Horowitz raised $1.1 billion for its Machine Age Fund, announced in a blog post on Friday.
- The fund will invest in AI computer infrastructure such as chips, memory, networking, storage, data centers, robotics, and home appliances.
- Nvidia CEO Jensen Huang said demand for the company's chips is growing beyond 70% in fiscal year 2028 but is constrained by supply.
- Andreessen Horowitz has recently backed hardware companies including Unconventional AI, Mind Robotics, and SpaceX.
Fund Focus
The Machine Age Fund will invest in AI computer infrastructure such as chips, memory, networking, and storage. The fund's scope also includes data centers, robotics, and home appliances. Andreessen Horowitz argues that advances from AI workloads are driving dramatic increases in computing demand and creating bottlenecks across existing hardware and supply chains.
Market Context
Nvidia CEO Jensen Huang said during an earnings call earlier this week that demand for the company's chips is growing beyond 70% in fiscal year 2028 but is constrained by supply. Andreessen Horowitz has a long history of software investments but has recently backed multiple hardware companies such as Unconventional AI, Mind Robotics, and SpaceX.
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Andreessen Horowitz raises $1.1 billion for AI infrastructure fund
