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TDK Ventures' Nicolas Sauvage: Finding Bottlenecks Four Years Out
ACTU
04.05.2026Résumé IA

TDK Ventures' Nicolas Sauvage: Finding Bottlenecks Four Years Out

Nicolas Sauvage, founder of TDK Ventures, presented his four-year investment thesis at StrictlyVC's San Francisco event. The $500M corporate VC arm of Japanese electronics giant TDK bets on technologies solving future bottlenecks, with AI inference chip startup Groq (valued at $6.9B) as his flagship success. Sauvage, who convinced TDK headquarters to launch the fund despite being French and non-Japanese, now watches physical AI, CPU renaissance, and China's manufacturing speed.

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