Andreessen Horowitz commits $3 billion to AI infrastructure, betting against bubble fears
Andreessen Horowitz has committed $3 billion to AI infrastructure investments, focusing on developer tools, coding applications, and foundational models rather than consumer-facing AI. Led by Martin Casado, the venture capital firm's strategy targets technical buyers while sidestepping data center investments, with early bets like Cursor already showing massive returns despite soaring valuations across the sector.