Mike Volpi sees lasting value in AI infrastructure—even if its owners change

According to a16z’s summary, Hanabi Capital’s Mike Volpi finds the AI infrastructure boom even more compelling than the internet buildout. He argues the infrastructure will remain useful even if some owners change. a16z says his Cisco team made more than 70 acquisitions that became half the company’s revenue during the internet buildout. The discussion spans Nvidia’s dominance, custom AI chips and data center networking.