This is an ongoing series on investors focused on rebuilding the physical layer. Previous interviews in the series were with ex-Meta CTO Mike Schroepfer, founder of Gigascale Capital, and Peter Barrett, a decade-long investor at Playground Global. Schneider Electric has spent nearly two centuries adapting to successive industrial revolutions ' evolving from a 19th century steel and heavy machinery company into a global leader in energy management and automation. Now, through its 1 billion Euro venture fund, SE Ventures, the company is betting that the next transformation will be driven by AI's collision with the physical world, from data centers and power grids to robotics and industrial automation. For Amit Chaturvedy, who joined SE Ventures in 2022 after leading corporate investments at Cisco, AI's biggest opportunities extend well beyond software. As demand for compute strains energy infrastructure and accelerates reindustrialization, the firm is backing startups building the...
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