AI Infra Signal · Sep 12, 2026 · Sunnyvale

Vandon Duong

Principal @ DCVC

Principal at DCVC, investing at the intersection of deep tech and AI infrastructure.

On stage at

Partner @ Llama Ventures

“The AI Infrastructure Investment Insight”

Co-founder @ hosted.ai

“GPU cloud utilization and Neocloud economics”

VP @ hosted.ai

“GPU cloud utilization and Neocloud economics”

VP @ VDURA

“The Efficient Data Stack: From Training to Inference—or Is It GPU Utilization?”