Thesis for Portfolio

The AI Infrastructure Portfolio is built on the conviction that artificial intelligence is driving a once-in-a-generation technology cycle, one that requires massive, sustained investment across the hardware and infrastructure stack.

Rather than focusing on consumer-facing AI companies, this portfolio targets the picks and shovels powering the AI revolution: semiconductor leaders, foundries, memory suppliers, networking innovators, and data center infrastructure providers. These are the companies enabling the compute power, connectivity, and energy capacity that AI systems depend on.

As global adoption of AI accelerates, demand for GPUs, advanced chips, high-speed data transfer, and efficient cooling and power systems will continue to rise. The companies within this portfolio are positioned at the heart of this transformation capturing long-term growth from the ongoing buildout of AI data centers and the scaling of intelligent technologies across industries.

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