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AI Is Becoming a Regional Race

Posted

January 3, 2025

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Over the last year, governments have started securing GPUs and building critical infrastructure as they grapple with AI’s role as a foundational, general-purpose technology.

In this episode, Anjney Midha, General Partner at a16z, explores the concept of infrastructure independence and sovereign AI—how nations are navigating decisions to build, buy, or collaborate on AI capabilities. From compute deserts to hypercenters, Anjney examines how factors like energy, data, and regulation shape sovereignty, drawing parallels to historical technological adoption and highlighting the rise of technical founders solving complex, global infrastructure challenges.

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Please note that the content here is for informational purposes only; should NOT be taken as legal, business, tax, or investment advice or be used to evaluate any investment or security; and is not directed at any investors or potential investors in any a16z fund. a16z and its affiliates may maintain investments in the companies discussed. For more details please see a16z.com/disclosures.

Guests & Subjects Covered

Anjney Midha General PartnerThe ConceptInfrastructure IndependenceHistorical ContextGeneral Purpose TechnologiesBuy The Key DecisionSmall NationsJoint Ventures

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