We must reinvent classical computing — and physical AI — for an era of rapid scale-up.

As the AI revolution drives new demand for computing capacity — and for the energy needed to power data centers — we need ways to make this revolution affordable, which means doing everything much more cost­ef­fec­tively. Better underlying tech­nolo­gies in areas like chip manu­fac­turing, data center management, internet archi­tec­ture, and robotics will bring greater speed, power efficiency, and utilization to the whole IT infra­struc­ture, making it more sustainable to scale up. We care about this problem because computing is the flywheel that powers almost every other form of innovation — including what goes on at most of our portfolio companies. Solving it is a prereq­ui­site for continued economic growth and national competitiveness.