Building the Real-World Infrastructure for AI, with Google, Cisco & a16z
About this episode
From the show’s notesAI isn’t just changing software, it’s causing the biggest buildout of physical infrastructure in modern history.
In this episode, Raghu Raghuram (a16z) speaks with Amin Vahdat, VP and GM of AI and Infrastructure at Google, and Jeetu Patel, President and Chief Product Officer at Cisco, about the unprecedented scale of what’s being built — from chips to power grids to global data centers.
Read the show’s notes in full
They discuss the new “AI industrial revolution,” where power, compute, and network are the new scarce resources; how geopolitical competition is shaping chip design and data center placement; and why the next generation of AI infrastructure will demand co-design across hardware, software, and networking.
The conversation also covers how enterprises will adapt, why we’re still in the earliest phase of this CapEx supercycle, and how AI inference, reinforcement learning, and multi-site computing will transform how systems are built and run.
Resources:
Follow Raghu on X: x.com/RaghuRaghuram
Follow Jeetu on X: x.com/jpatel41
Follow Amin on LinkedIn: linkedin.com/in/vahdat
Stay Updated:
If you enjoyed this episode, be sure to like, subscribe, and share with your friends!
Find a16z on X: x.com/a16z
Find a16z on LinkedIn: linkedin.com/company/a16z
Listen to the a16z Podcast on Spotify: open.spotify.com/show/5bC65RDvs…
