Demonstration entry — illustrative company profile, not an actual holding
Portfolio company
NVIDIA
Accelerated computing and AI infrastructure.
The accelerated computing platform underpinning modern AI training and inference, extended by a software layer that compounds with each generation.
- Investment stage
- Public markets
- Sector
- Semiconductors
- Initial investment
- 2023
- Status
- Active
- Headquarters
- Santa Clara, United States
Accelerated computing and AI infrastructure.
The accelerated computing platform underpinning modern AI training and inference, extended by a software layer that compounds with each generation.
Leadership
Proven execution and a rapidly advancing roadmap.
Global markets
Enormous addressable markets across multiple sectors.
Defensible position
Technological, scale and operational advantages.
Long-term upside
Multiple potential value drivers beyond current markets.
Launch systems
Ground infrastructure
Beyond Earth
- Full stack
- Data-centre platform
- Deep
- Software ecosystem
- Annual
- Generational cadence
- Dominant
- Category position
Illustrative figures — public disclosure only
- Core market
- Adjacent
- New categories
- 01Accelerator demand and supply
- 02Networking attach rate
- 03Software and services
- 04Enterprise inference deployments
- 2023
Platform inflection
- 2024
Networking scale
- 2025
Inference build-out
28 SEP 2026
Rack-scale systems ramp
Supply chain capacity expanding for full-rack deployments.