Raghu Raghuram
Showing 1–6 of 6 transcripts.
- a16z53 min
Former Intel CEO: Why This is the Best Time to Build Hardware
Raghu Raghuram, Guido Appenzeller, Pat Gelsinger
Intel CEO Pat Gelsinger warns that the lack of secure power infrastructure will soon trigger a wave of data center project defaults, forcing the industry to adopt 800-volt DC distribution and revive nuclear power to meet the 4% annual capacity growth required for AI. Simultaneously, the sector faces a three-decade memory stagnation and physical manufacturing bottlenecks that are driving a shift toward optical I/O, 3D-integrated memory structures, and a rapid industry consolidation into a few dominant platforms. As AI agents evolve to blur the lines between training and inference, Gelsinger predicts a hardware renaissance focused on solving these thermal and power constraints while replacing copper interfaces with optical switching.
- a16z56 min
Building the Cloud for AI Agents | AWS CEO Matt Garman
AWS executive leadership outlined a strategic pivot toward nurturing startup ecosystems and agentic workflows by reserving critical GPU capacity and deploying $220 billion in capital expenditures through 2026. The cloud provider introduced new infrastructure components like Tranium chips for inference and simplified onboarding tools while addressing supply chain bottlenecks through direct energy procurement and diversified customer allocation. This approach aims to secure long-term enterprise adoption by prioritizing machine-speed security, data privacy guarantees, and internal "frontier teams" that utilize agent-first software development to accelerate product velocity.
- a16z54 min
Why Top Founders Are Racing Into AI Infrastructure
Ben Horowitz, Martin Casado, Raghu Raghuram, Erik Torenberg
The Machine Age Fund targets the critical infrastructure bottlenecks constraining the "Machine Intelligence" revolution by investing in the physical computing stack, from raw copper mining to power grid upgrades. With hyperscalers projecting $1 trillion in annual capital expenditure and GPU supply booked through 2028, the fund prioritizes founders with hardware and supply chain expertise to solve severe shortages in energy capacity, liquid cooling, and specialized labor. This strategy aims to secure the physical assets required to support exponentially growing compute demand while preventing the United States from losing its infrastructure leadership to global competitors.
- a16z42 min
Ben Horowitz on the Global Race for Tech, Power, and Influence
Ben Horowitz, Anne Neuberger, Raghu Raghuram, Jen Kha
Andreessen Horowitz is formally launching a global strategy that expands its operations beyond Silicon Valley to secure American technological leadership through dedicated offices in San Francisco and strategic partnerships in key allied regions like Japan, Mexico, and the Middle East. The firm leverages its unique government relations and industry networks to help portfolio companies navigate complex, non-transactional international markets, explicitly aiming to embed democratic values into global AI infrastructure while countering authoritarian tech models. By integrating capital with diplomatic and commercial alliances, the strategy focuses on accelerating the global expansion of U.S. startups and strengthening national security through private-sector innovation in defense and cybersecurity.
- a16z33 min
Building the Real-World Infrastructure for AI, with Google, Cisco & a16z
Raghu Raghuram, Amin Vahdat, Jeetu Patel
Driven by a build-out 100 times larger than the late 1990s internet boom, the current infrastructure surge is constrained by three-to-five-year power and supply bottlenecks that are shifting data center locations and necessitating "scale across" architectures. As the industry enters a "golden age of specialization" through efficiency-focused accelerators and coherent cluster-wide networking, distinct geopolitical strategies are emerging that favor power-optimized hardware over cutting-edge process nodes. This environment compels Cisco to advocate for silicon diversity and full-stack innovation while internal enterprises like Google leverage AI to achieve significant productivity gains in code migration and operational workflows.
- a16z45 min
From the Dot-Com Crash to the AI Era: How Builders Survive Waves of Disruption
Martin Casado, Raghu Raghuram, Jeetu Patel
The presentation analyzes how VMware was disrupted by cloud computing and containers before examining Cisco's strategic reset to regain innovation velocity by operating as a large startup while targeting tenfold performance gains. Leaders outline a specific execution framework that protects early-stage innovation teams through narrow ideal customer profiles and a product-led culture to navigate the shift from IT buyers to direct end-user adoption. Furthermore, the discussion positions Cisco as essential AI infrastructure, arguing that surging autonomous agent demand will require a 100x expansion in network capacity driven by a hybrid strategy of vertical integration and open ecosystem partnerships.