NEWS
5/4/2026AI summary
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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