CHPX seeks to offer exposure to the complete value chain of AI semiconductor and quantum computing companies.

2024 marks a significant shift for generative AI, moving from the experimentation phase to monetization, thus providing investors with greater opportunities.

Infrastructure investment is an area of bipartisan support, and we believe government funding will likely remain strong, regardless of election outcomes.

Increasing EV adoption has boosted development of the entire value chain. We highlight four key players in the lithium and battery space.

Like previous technological paradigm shifts, the AI revolution offers investment opportunities in three key tech layers: compute, infrastructure, and interface.