The AI Gold Rush Is Out of Gold | Here's Where VCs Are Still Investing
About this episode
The episode discusses the economic and physical challenges facing the AI industry, emphasizing the importance of infrastructure over software.
Data center economics are coming under increasing scrutiny. Learn why power constraints could signal a major market correction and why the future of artificial intelligence may depend less on software and more on power grids, data centers, semiconductor chips, and the physical infrastructure powering AI. In this episode, TDK Ventures Investment Director Ankur Saxena joins Geoff Nielson to talk about the economics driving today's AI race. From Nvidia GPUs and hyperscaler spending to semiconductor shortages, AI infrastructure, robotics, edge AI, and quantum computing, Ankur explains why the biggest challenges facing AI aren't just technical, they're economic, physical, and increasingly difficult to ignore. This conversation examines whether today's AI investment boom is sustainable, what could trigger the next wave of market corrections, and where the greatest opportunities lie for investors, startups, and technology leaders. If you're wondering where AI is really headed and what it means for business leaders, investors, CIOs, and the future of technology, this episode is for you. In this episode: 00:00 Intro 00:20 AI's biggest problem isn't software, it's infrastructure 01:37…
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