Felicis Ventures - The rise of AI data infrastructure - June 2024
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About Felicis Ventures - The rise of AI data infrastructure - June 2024
Felicis Ventures' analysis of the AI data infrastructure landscape, published June 2024. The article covers the entire data value chain for AI—from sources and ingestion to transformation, storage, training, and inference—highlighting emerging areas like unstructured data extraction, RAG, data curation, synthetic data, and AI memory. It positions data infrastructure as the backbone of the intelligence revolution and identifies key investment opportunities.
Key Features
Analysis of AI data infrastructure value chain (sources, ingestion, transformation, storage, training, inference)
Coverage of emerging data types: unstructured, synthetic, web, spatial, sensor, and multimodal data
Discussion of retrieval-augmented generation (RAG), data curation, and AI memory
Insights on investment opportunities and innovation across the data layer
FAQ
What is the main focus of this article?
The article examines the AI data infrastructure landscape, detailing the flow of data across the AI value chain and highlighting areas of innovation such as unstructured data extraction, RAG, data curation, synthetic data, and AI memory.
What data types are discussed as growing in importance for AI?
The article notes that data types are evolving beyond text and tabular to include video, images, audio, spatial data (e.g., satellite imagery), and robot sensor data. Synthetic data and web data are also highlighted as increasingly important.