Raghu Raghuram

Managing Partner & General Partner, Andreessen Horowitz

Search every verified Raghu Raghuram interview, podcast appearance, and on-the-record quote — each transcript cross-checked by AI and human review to confirm speaker identity. Raghu Raghuram, Managing Partner and General Partner at Andreessen Horowitz, appeared in three recent discussions focused on AI infrastructure and hardware. In an October 2026 podcast with former Intel CEO Pat Gelsinger, he discussed semiconductor innovation, memory bandwidth, and power constraints, with Gelsinger noting that energy capacity is becoming a key economic limit and that specialized AI chips will likely consolidate. Raghuram also hosted AWS CEO Matt Garman in October 2026, where Garman discussed AWS’s $220 billion capital investment, its strategy of reserving GPU capacity for startups, and the shifting bottlenecks in AI infrastructure, including power and custom chips. In August 2026, Raghuram joined Ben Horowitz, Martin Casado, and Erik Torenberg to discuss the launch of a16z’s Machine Age Fund, which targets the infrastructure buildout behind AI, including chips, memory, networking, power, and data centers. During that conversation, Raghuram said demand for AI is "basically infinite" and that every part of the supply chain is under strain, while also noting that hyperscaler capital expenditure is projected to reach roughly $1 trillion next year. He expressed optimism that the U.S. could maintain its lead in infrastructure, describing America as a place where people can "come with nothing and do something profound."