Why VCs Are Pivoting From AI Models to AI Infrastructure
The Venture Capital Podcast with Fexingo: VCs, Term Sheets, and Startup Investing · 2026-06-23 · 8 min
Episode notes
In this episode of The Venture Capital Podcast with Fexingo, Lucas and Luna explore why top venture firms are shifting their focus from funding AI model companies to investing in the physical and digital infrastructure that powers them. They break down the recent GPU supply glut, the rise of data-center REITs, and the strategic pivot of firms like a16z and Sequoia toward energy, networking, and compute. Plus, they analyze a funding round for a startup building modular data centers and what it signals about the next wave of AI investment. #VentureCapital #AI #AIIinfrastructure #DataCenters #GPU #NVIDIA #a16z #SequoiaCapital #ModularDataCenters #Business #Technology #Startups #Investing #FexingoBusiness #BusinessPodcast #TheVentureCapitalPodcast #TermSheets #StartupInvesting Keep every episode free: buymeacoffee.com/fexingo