Between the Layers: AI Infrastructure

AI infrastructure is scaling fast, but not always efficiently.

GPUs sit idle waiting on memory, power is paid for but not fully utilized, and networking is becoming harder to ignore as clusters grow.

As part of DeepTech Week, Grove Ventures and Arm are bringing together the people building across the AI infrastructure stack to examine where the real constraints are moving, and which layers are becoming more critical in the next cycle.

The evening will include perspectives from Dov Moran (Grove Ventures) and Nir Shafir (Arm), followed by a panel led by Renana Ashkenazi (Grove Ventures) with Ofer Shacham, Co-Founder & CEO of Majestic Labs, Tomer Tamir, Co-Founder & CEO of Niv.ai, and additional AI infrastructure leaders to be announced.

We’ll explore where capacity is being lost today, how agentic workloads could reshape the role of CPUs and networking, and where new infrastructure companies have the most room to build.