Deep33 author

Yael Barsheshet

Partner, AI Infra

Investor with more than 10 years across AI, product, and deep technology. Yael is a former Unit 8200 Major and previously led AI and infrastructure investing at Hetz Ventures after working at Zebra Medical.

Articles by Yael Barsheshet

AI Infrastructure · September 18, 2026

AI infrastructure investment opportunities: who wins?

AI infrastructure investment returns depend on whether power, cooling and controls businesses relieve deployment constraints and retain the benefit after delivery costs and cash demands.