News
Nicolas Sauvage is betting on the boring parts of AI
Nicolas Sauvage believes it takes four years for the best bets to look obvious — thinking that he shared on stage last week at StrictlyVC’s San Francisco event, which TDK Ventures co-hosted.
It’s a theory he’s been working to prove since 2019, when he founded the corporate venture arm of the Japanese electronics giant, which is now managing $500 million across four funds. The AI chip startup Groq, valued at $6.9 billion during its most recent funding round last fall, is the highest-profile example of this thinking.
In 2020, well before the generative AI boom made infrastructure bets look obvious, Sauvage wrote a check into the company, which was founded by Jonathan Ross — one of the engineers who built Google’s Tensor Processing Units. Groq was focused from the start on inference: the computational heavy lifting that happens every time a model responds to a query. Ross had designed his chip by building the compiler first, stripping the architecture down until, as Sauvage describes it, “you can’t remove one part and have it still work.”
It might have looked niche to some, but knowing what he did about his parent company’s constraints, Sauvage saw asymmetry. Unlike consumer hardware, which has a natural ceiling, demand for inference keeps compounding with every new application and every new model. Sauvage couldn’t know then that demand for inference would explode this year, thanks to every AI agent that plans and acts across dozens of calls (where a single query used to suffice).
But in some ways, Ross got lucky, too. After all, a Japanese electronics conglomerate best known for magnetic tape is not, on its face, the most obvious investing partner. In fact, Sauvage describes TDK Ventures’ own existence as very unlikely. But after two back-to-back Stanford lectures — one making the case for corporate VC, one cataloguing every reason it fails — Sauvage, who is French and joined TDK in Silicon Valley through an acquisition, pitched the idea to higher-ups at TDK headquarters despite having no obvious standing to do so. (“I’m not Japanese. I don’t speak Japanese; I don’t live in Tokyo,” he told this editor.)
After refusing to take no for an answer, he finally received the green light in to build a fund whose mandate was to answer one question: What’s the next big thing for TDK, and what might kill it?
The portfolio he has since assembled is dotted with technologies that have become more widely interesting to VCs over the last year: solid-state grid transformers, sodium-ion batteries for data centers, alternative battery chemistries that sidestep the geopolitical fragility of lithium and cobalt.
Techcrunch event
San Francisco, CA
|
October 13-15, 2026
The discipline behind all of it is the same: identify the bottleneck four years out, then find the founders already working on it.
The question, of course, is what’s next. For his part, Sauvage is watching physical AI closely — not all of robotics but robots with a highly specific job to be done. Agility Robotics, for example, in his portfolio, focuses on the single, mundane task of moving things from one place to another in warehouses facing workforce shortages. Another portfolio company, Swiss portfolio ANYbotics, builds ruggedized robots for environments too hazardous for human workers — places where the job definition is essentially to go where people can’t. The through-line is clarity of purpose. The robots Sauvage is betting on don’t try to do everything; instead, they do one hard thing reliably.
Sauvage says he’s also watching the compute stack shift again. GPUs dominated training — the massive, parallel computation of teaching a model. Inference chips like Groq’s are reshaping what happens when that model speaks: faster, cheaper, at scale. Now, Sauvage argues, CPUs are due for a renaissance. They’re not the most powerful chips or the fastest. But they’re the most flexible and best suited to the branching, decision-making logic of orchestration. When an AI agent delegates a task, checks on its progress, and loops back across dozens of steps, something has to manage the whole choreography. That something, increasingly, looks like a CPU.
And then there’s China. A recent report from Eclipse — a venture firm he follows closely — documented what Sauvage describes as “vibe manufacturing” — the rapid, AI-assisted iteration of physical hardware prototyping, mirroring what vibe coding did for software. Chinese manufacturers, the report found, are compressing the design-build-test cycle for physical products in ways Western supply chains aren’t yet equipped to match.
For Sauvage, it’s a bottleneck signal — and one he’s already moving on with TDK Ventures’ various investments. One remaining unsolved problem, he says, is dexterity. Models are improving fast enough that physical AI feels inevitable; what’s still missing is the physical fluency to match. The countries and companies that figure out how to iterate on atoms as fast as others iterate on code will have a manufacturing advantage. That’s the wave for which he’s positioning TDK Ventures today.
When you purchase through links in our articles, we may earn a small commission. This doesn’t affect our editorial independence.
Benue State Governor, Rev. Fr. Hyacinth Alia, has received the All Progressives Congress, APC, flag as its governorship candidate for Benue State ahead of the 2027 election during the Tinubu/Shettima rally in Jos over the weekend.
The presentation of the flag by the APC National Chairman, Professor Nentawe Yilwatda, represents a formal affirmation of Governor Alia's recognition and acceptance by the party as its standard-bearer in Benue State for the forthcoming governorship election, as well as an expression of the party's confidence and institutional backing for his second-term bid.
The presentation formed part of the rally's activities, during which APC governorship candidates from across the North-Central region received their respective party flags, reaffirming the party's commitment to its candidates as preparations intensify for the 2027 general elections.
The rally, held at the Zaria Road Stadium, attracted prominent national and regional political leaders, including First Lady Senator Oluremi Tinubu, Senate President Godswill Akpabio, Speaker of the House of Representatives, Rt. Hon. Tajudeen Abbas, APC governors, members of the party's National Working Committee and other stakeholders.
President Tinubu, who led the national delegation to the rally, reiterated his administration's commitment to national development, particularly the restoration of peace and security in communities affected by violence.
He assured the people of Plateau State of the Federal Government's commitment to rebuilding communities affected by insurgency and facilitating the safe return of internally displaced persons to their ancestral homes.
The Vice-President, Senator Kashim Shettima, and Senate President Godswill Akpabio also addressed the gathering, highlighting the administration's development initiatives and calling for support for the APC in the forthcoming elections.
The rally attracted party faithful, supporters, and political stakeholders from across the North-Central region, providing a platform for the party's leadership to reaffirm its commitment to the 2027 electoral process.
Edo State Commissioner for Information, Kassim Afegbua, has criticised the presidential candidate of the African Action Congress, AAC, Omoyele Sowore, describing him as a “public nuisance” and questioning his capacity to build a nationwide political structure.
Afegbua made the remarks during an interview on Arise News while reacting to Sowore’s criticism of President Bola Tinubu following the booing of the President by some youths in Abuja on Friday, November 13, 2026.
Sowore had accused Tinubu of hypocrisy, questioning why the President was now advocating peaceful political campaigns after experiencing hostility during his visit to the Shehu Shagari Central Mosque in Area 1, Garki, Abuja.
The incident occurred shortly after Tinubu attended Juma’at prayers at the mosque, where some youths were heard chanting “Ba ma yi, ba ma so”, a Hausa expression meaning “We don't want you” or “We don't support you”, as his convoy departed.
In a reaction posted on his X account, Sowore questioned the President's silence over alleged attacks on opposition politicians and their supporters across the country.
However, Afegbua dismissed Sowore's comments, arguing that someone aspiring to lead the country should demonstrate maturity, responsibility and decorum in public engagements.
“I don't want to listen to all of Sowore's rants because I see him more as a public nuisance,” the commissioner said.
He added that presidential candidates must understand the responsibility associated with seeking to lead a country of more than 250 million people.
“Leadership is a serious responsibility, and you cannot go around making flippant, ridiculous and reckless statements in the name of presenting yourself as a presidential candidate,” Afegbua stated.
He maintained that political ambition should be accompanied by a reasonable level of discipline, insisting that candidates must conduct themselves in a manner that reflects the position they seek to occupy.
The Edo commissioner also questioned Sowore's political reach, describing him as someone who fills a gap in Nigeria's political aspirations rather than a candidate with the organisational capacity to compete effectively nationwide.
According to Afegbua, establishing a functional political structure across all 774 local government areas would be a major challenge for the AAC presidential candidate.
He, however, acknowledged that politicians like Sowore play a role in expressing public frustration and providing an avenue for citizens to communicate their opinions.
Afegbua also defended Tinubu's call for adequate security for presidential candidates, arguing that the President's statement after the Abuja incident was consistent with an earlier directive to security agencies.
He said Tinubu had, two or three weeks before the mosque incident, instructed the Department of State Services, DSS, and other security agencies to ensure that all presidential candidates received adequate protection.
According to him, the President's latest remarks should therefore not be interpreted as a reaction prompted solely by the hostility he experienced in Abuja.
Afegbua further argued that Tinubu's political background gave him considerable experience in political struggles, noting that the President had faced difficult circumstances during his years in opposition.
He nevertheless stressed that occupying the presidency requires a broader sense of responsibility beyond party interests.
“President Tinubu is not just a member of the party. He's also the leader of the entire country,” he said, adding that the President has demonstrated that every Nigerian belongs, irrespective of political affiliation.
2027: Afegbua attacks Sowore over reaction to attack on Tinubu in Abuja mosque
-
News4 days agoNiYA: Nigeria Awards ₦49m grants to 17 young entrepreneurs – Technology Times
-
News3 days ago
UNIJOS Appoints Patricia Lar as First Female Vice-Chancellor
-
News2 days ago
Democrats launch Nvidia investigation, write scathing letter on Huang’s ‘scheme’ with Trump
-
News3 days ago
Nigeria opens 3MTT Cohort 5 with ₦4bn funding – Technology Times
