Energy, Compute, Capital: The AI Build-Out

AI's next bottleneck is not models, it is the layer beneath them: power, chips, and the capital to build both. David Yakobovitch, General Partner and Managing Director at DataPower Capital, draws on a portfolio spanning SpaceX, Cerebras, and Crusoe to map how the AI build-out is being funded in 2026: energy-first data centers, post-GPU compute, and the shift from venture cheques to infrastructure-scale capital. Expect a working investor's view of what gets funded, what gets built, and how ecosystems outside Silicon Valley, Ireland included, can plug in.

Speaker:

David Yakobovitch