• 5 min read
• Published on 17 August 2025
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View the full Basket:Powering The AI Gold Rush
Every so often, the market gets completely swept up in a frenzy. Right now, that frenzy is artificial intelligence. We’re told it will change everything, and frankly, it probably will. The recent valuation of OpenAI at a frankly staggering half a trillion dollars is all the proof you need that some very serious people are placing some very serious bets. But when I see that kind of number, I don't rush to join the queue. Instead, I start looking for the side door.
To me, trying to pick the winning AI software company today feels a bit like trying to pick the winning search engine in 1998. For every Google, there were a dozen AltaVistas, Lycoses, and Ask Jeeveses that ended up as footnotes in history. It’s a lottery, and I’ve never been one for lottery tickets. The real money, as is so often the case, isn't being made by the prospectors digging for gold, but by the chaps selling them the picks and shovels.
View the full Basket:Powering The AI Gold Rush
Think about it. Every single company, from the giants like Google and Microsoft to the plucky startups you’ve never heard of, needs the same fundamental things to even get in the game. They all need immense computational power. This isn't a software problem, it's a hardware one. They need thousands upon thousands of specialised chips, the kind that companies like NVIDIA can barely produce fast enough to meet the biblical demand.
And who makes those chips? Foundries like Taiwan Semiconductor, the undisputed king of contract manufacturing. And who makes the impossibly complex machines that allow TSMC to make those chips? A Dutch company called ASML. Without their lithography machines, the entire AI revolution would grind to a halt. When you invest in these companies, you aren't betting on a single AI model. You're betting on the entire industry’s relentless need for more power. It’s a far more comfortable position to be in, I think.
View the full Basket:Powering The AI Gold Rush
The shopping list for this revolution goes on. All those chips need to live somewhere, which has created an unprecedented boom in data centres. These aren't your average server farms, either. They are highly specialised facilities with the power and cooling capabilities to handle the intense heat generated by AI workloads. The companies that own and operate this real estate are enjoying a rather lovely seller's market.
Then you have the networking gear needed to stitch it all together, and the high performance memory required to run these gargantuan AI models. The demand is structural and it is growing exponentially. While the software darlings are burning through cash hoping to one day turn a profit, these infrastructure players are selling essential, tangible goods to a captive market. They benefit no matter who wins the AI race, because everyone has to buy from them.
This is precisely the kind of pragmatic, foundational strategy that appeals to me. It’s about identifying the core, non-negotiable components of a technological shift. It’s the logic behind a basket of companies like the one found in Powering The AI Gold Rush, which focuses squarely on these essential enablers. Of course, no investment is without risk. Semiconductor markets can be cyclical and geopolitical tensions could always throw a spanner in the works. But the long term trend seems undeniable. As AI becomes more integrated into our world, the demand for the picks and shovels that build it could continue to grow, long after the initial hype has faded.
View the full Basket:Powering The AI Gold Rush
View the full Basket:Powering The AI Gold Rush
View the full Basket:Powering The AI Gold Rush
View the full Basket:Powering The AI Gold Rush
View the full Basket:Powering The AI Gold Rush
View the full Basket:Powering The AI Gold Rush
This article is marketing material and should not be construed as investment advice. No information set out in this article be considered, as advice, recommendation, offer, or a solicitation, to buy or sell any financial product, nor is it financial, investment, or trading advice. Any references to specific financial product or investment strategy are for illustrative / educational purposes only and subject to change without notice. It is the investor’s responsibility to evaluate any prospective investment, assess their own financial situation, and seek independent professional advice. Past performance is not indicative of future results. Please refer to our Risk Disclosure.
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