Where does every $100 invested in AI infrastructure ultimately flow? a16z's breakdown is: $50: Chips $20: Power $15: Networking $15: Cooling, buildings, and land On the surface, the AI race is about models, but behind the scenes, what truly devours capital is the entire
a16z Breaks Down Where $100 of AI Infrastructure Goes
a16z's breakdown: of every $100 invested in AI infrastructure, $50 goes to chips, $20 to power, $15 to networking, and $15 to cooling, buildings, and land.