Doron Zauer proposes that the AI infrastructure layer is where the next batch of big winners will be found

On October 23, 2026, Doron Zauer, a partner at Earth & Beyond Ventures, offered his judgment that the next batch of big AI winners will come from companies building the infrastructure that giants rely on. He said that competition in the AI application layer is fierce and easily commoditized, while physical infrastructure such as silicon architecture, advanced materials, and connectivity technologies represents a long-term advantage that is hard to replicate. He noted that Israel has deep accumulated strength in chip design, photonics, and high-speed communications, and that entrepreneurs can target the architectural bottlenecks encountered by giants such as Nvidia, Apple, Intel, and Google. He also pointed out that commercialization success depends on yield, reliability, and system integration, and that early validation with industrial buyers and design partners is crucial. At present, this judgment is presented in a CTech report, and there are no other factual developments.

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1. Oct 23· 1 reports

   Doron Zauer argues that the AI infrastructure layer is where the next big winners will be

   Source:CTech