Andreessen Horowitz has introduced a new Machine Age fund with $1.1 billion in capital, designed to support the physical layer behind artificial intelligence. The firm says the initiative is meant to speed up the real-world expansion of AI systems.
Unlike its usual software-first approach, the fund will prioritize hardware and infrastructure. Its investment scope includes chips, memory, data centers, robotics, and the broader systems needed to run advanced AI at scale.
The firm also highlighted the need for faster and more efficient computing, stronger memory performance, improved interconnects, and energy-conscious edge devices that can interact with the physical world. Supporting elements such as cooling, materials, electrical systems, and facilities are also part of the vision.
Andreessen Horowitz describes AI as a powerful tool for solving complex problems and expanding access to new capabilities. The new fund reflects a growing belief that the next phase of AI will depend not only on software intelligence, but on the infrastructure that makes it practical, scalable, and widely usable. This shift could help shape a more capable and connected AI-driven future.
