AI & Compute
Model infrastructure, inference, accelerators, and IO bottlenecks.
Themes
We develop proprietary theses to guide internal investment decisions.
Semiconductors
GPU supply chain, packaging, memory, and equipment.
Distributed Infrastructure Security
Economic security networks and modular designs.
Data Infrastructure
Streaming, vector search, and privacy‑preserving compute.
Edge & Power
Cooling, power delivery, and site optimization.
Operations & Tooling
Developer ergonomics, orchestration, and observability.