Nicolas Sauvage is betting on the boring parts of AI

Nicolas Sauvage says TDK Ventures makes 4-year bets on technologies that will remove future bottlenecks, not today’s flashy products.

Early investments like Groq support his view that AI inference, energy storage, and narrow-use robotics are where value is building.

He is now watching physical AI and a possible CPU renaissance as the next major waves, alongside broader AI infrastructure.

The strategy shows how corporate VC can spot winners early by funding the bottlenecks that matter in a few years.