73 – Infrastructure… The Rebirth

73 – Infrastructure… The Rebirth

From Tech Deciphered by Bertrand Schmitt & Nuno G. Pedro

February 11, 2026 · 46 min

About this episode

This episode explores the renaissance of infrastructure, driven by various commercial and geopolitical factors.

Infrastructure was passé…uncool. Difficult to get dollars from Private Equity and Growth funds, and almost impossible to get a VC fund interested. Now?! Now, it’s cool. Infrastructure seems to be having a Renaissance, a full on Rebirth, not just fueled by commercial interests (e.g. advent of AI), but also by industrial policy and geopolitical considerations. In this episode of Tech Deciphered, we explore what’s cool in the infrastructure spaces, including mega trends in semiconductors, energy, networking & connectivity, manufacturing Navigation: Intro We’re back to building things Why now: the 5 forces behind the renaissance Semiconductors: compute is the new oil Networking & connectivity: digital highways get rebuilt Energy: rebuilding the power stack (not just renewables) Manufacturing: the return of “atoms + bits” Wrap: what it means for startups, incumbents, and investors Conclusion Our co-hosts: Bertrand Schmitt, Entrepreneur in Residence at Red River West , co-founder of App Annie / Data.ai , business angel, advisor to startups and VC funds, @bschmitt Nuno Goncalves Pedro, Investor, Managing Partner, Founder at Chamaeleon , @ngpedro Our show: Tech DECIPHERED brings…

People in this episode

Hosts: Bertrand Schmitt, Nuno Goncalves Pedro

Topics covered

  • infrastructure
  • semiconductors
  • energy
  • networking
  • manufacturing
  • geopolitical considerations

Keywords

  • infrastructure
  • semiconductors
  • energy
  • networking
  • manufacturing
  • AI
  • geopolitics

Mentioned in this episode

Organizations: Red River West, App Annie, Data.ai, Chamaeleon

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