EVENT DOSSIER
On August 28, 2026, venture capital firm Andreessen Horowitz (a16z) announced the launch of a new fund called ‘Machine Age’ with an investment of $1.1 billion. This fund aims to accelerate the physical infrastructure development for artificial intelligence, focusing on investments in hardware areas such as chips, memory, data centers, and robots. This move is aimed at meeting the market’s urgent need for faster, more efficient systems and edge devices with lower power consumption. This initiative marks a shift in a16z’s strategy from focusing on software scale expansion to focusing on the construction of physical entities that support AI development, viewing this as a key task for addressing societal and national challenges.
Andreessen Horowitz（a16z）已筹集 11 亿美元成立新基金，旨在加速 AI 的物理基础设施建设。该基金将聚焦硬件领域，涵盖芯片、内存、数据中心及机器人等基础设施投资，以应对对更快、更高效系统及更低功耗边缘设备的迫切需求。此举标志着 a16z 从以往侧重软件规模扩张转向关注支撑 AI 发展的物理实体构建，并将其视为解决社会与国家层面的关键任务。