AI Infrastructure & Compute

AI
AC
Performance
-1.4%
In the past 4 months
·
S&P 500
+2.2%

Key figures

Same day
Delay
Moderate
Risk
0.05
Sharpe

About

This wallet owns the companies that build what artificial intelligence runs on: the chips, the machines that make them, the networks that link them, and the power and cooling equipment every data center needs. These suppliers get paid whichever AI app wins, and many already have years of orders booked. The wallet is built to be held for several years and accepts sharp drops along the way in exchange for that long-term exposure.
AC

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