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ICONIQ Capital Founder Divesh Makan at Semafor World Economy, Sonic AI
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Semafor World Economy Summit 2026
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ICONIQ Capital Founder Divesh Makan at Semafor World Economy
Semafor World Economy Summit 2026
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May 1, 2026
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14:39
Conference
Interview
ICONIQ Capital Founder Divesh Makan at Semafor World Economy
From
Semafor World Economy Summit 2026
· 2026
Divesh Makan
(Founder, ICONIQ Capital, guest)
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Executive Summary
ICONIQ Capital's investment strategy is built on a community of influential leaders, providing unique signal and deal flow, which led to early insights into the AI boom.
The firm's massive investment in data centers (delivering ~5 gigawatts globally) made it a key infrastructure provider for AI and gave it a ground-level view of the explosive, 'almost infinite' demand for compute.
The speaker highlights the unprecedented speed of AI adoption, evidenced by major tech companies revising 2026 compute spending forecasts upwards by $100 billion in just two months.
A key forward-looking theme is the convergence of technology and geopolitics, with the prediction that the next major conflict will be a cyber and AI war, forcing tech companies to manage supply chain risks.
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Processed May 10, 2026
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