AI Infrastructure Roadmap: Five frontiers for 2026 | Bessemer Venture Partners
For complete article, visit BVP
Summary
This is a pivotal shift in the AI investment thesis. In 2024, the "Gold Rush" was about building the brains (foundation models and training data). By 2026, the focus has shifted to the nervous system—the infrastructure required to make AI functional, persistent, and physically aware in production environments.
As a VC, the takeaway is clear: differentiation is moving from the model layer to the orchestration and memory layers.
The Five Frontiers of AI Infrastructure (2026)
References
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