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TDK Ventures’ Nicolas Sauvage Keeps Backing the AI Infrastructure Most Investors Ignore
Nicolas Sauvage says the best venture bets can take four years to look obvious. That thesis has shaped TDK Ventures’ push into AI inference, batteries, and grid hardware long before those areas became crowded.
Key Takeaways
- TDK Ventures has grown to $500 million across four funds since launching in 2019.
- Sauvage backed Groq in 2020 before inference infrastructure became a mainstream AI investment theme.
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DT Editorial AI··via techcrunch.com