• 5 min read
• Published on 12 January 2026
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View the full Basket:AI Chip Coalition (Pax Silica) Grows to Nine Nations
Let’s be honest, the world has always been carved up into clubs. Some are more exclusive than others. But the latest one, this semiconductor alliance, feels less like a friendly society and more like a fortress being built in plain sight. We are witnessing the digital equivalent of drawing lines in the sand, and for anyone with money in the market, figuring out who is inside the fortress and who is left out is becoming rather important.
View the full Basket:AI Chip Coalition (Pax Silica) Grows to Nine Nations
This whole affair, what some are calling the "AI Chip Coalition (Pax Silica) Grows to Nine Nations", is less a friendly handshake and more a drawing of battle lines. The simple idea is to create a secure bubble for making and selling the tiny bits of silicon that now run the world, insulated from the ambitions of China. Bringing Qatar and the UAE into the fold is a shrewd move. It’s not about their technological prowess, of course. It’s about their bottomless pockets. They bring the patient, long-term capital that this fantastically expensive industry devours. For companies inside this club, life could get a lot cosier. Think preferential contracts, shared research, and a supply chain that isn’t quite so prone to shutting down because of a diplomatic spat halfway across the globe. To me, it looks like a concerted effort to build a 'walled garden' for technology, and the companies tending it could stand to benefit immensely.
View the full Basket:AI Chip Coalition (Pax Silica) Grows to Nine Nations
Within this fortress, there are a few crown jewels. NVIDIA is the most dazzling, naturally. Its dominance in AI chips makes it utterly indispensable. Let's not mince words, the alliance needs NVIDIA more than NVIDIA needs the alliance. This puts the company in an incredibly strong position to receive government contracts and support as member nations scramble to build their own AI infrastructure. It's not just a company anymore, it's a strategic asset.
Then you have the quieter, but equally critical, players. Qualcomm is the master of wireless communication. As everything from our cars to our kettles gets connected, its technology becomes the central nervous system of this new world. Being the go-to supplier for a nine-nation bloc's 5G and 6G rollouts is a rather comfortable position to be in. And finally, there's ASML. The Dutch company is perhaps the most critical piece of the entire puzzle. They make the ridiculously complex machines that print the world’s most advanced chips. No ASML, no advanced chips. It’s that simple. Owning the keys to the factory is the ultimate strategic advantage, and ASML is the sole key holder.
View the full Basket:AI Chip Coalition (Pax Silica) Grows to Nine Nations
The investment thesis here is less about picking one winning horse and more about betting on the racecourse itself. By backing companies inside this protected ecosystem, you are betting that this collective strategy of technological sovereignty will pay off. These companies may find themselves shielded from the worst of geopolitical storms and supply chain shocks. Of course, no investment is without risk. This grand alliance could fracture if national interests diverge. A walled garden can just as easily become a gilded cage, limiting access to markets outside the bloc. But as the world splits along technological lines, I think betting on the side with the deepest pockets, the most advanced technology, and a clear, unified strategy might just be one of the smarter plays available.
View the full Basket:AI Chip Coalition (Pax Silica) Grows to Nine Nations
View the full Basket:AI Chip Coalition (Pax Silica) Grows to Nine Nations
View the full Basket:AI Chip Coalition (Pax Silica) Grows to Nine Nations
View the full Basket:AI Chip Coalition (Pax Silica) Grows to Nine Nations
View the full Basket:AI Chip Coalition (Pax Silica) Grows to Nine Nations
View the full Basket:AI Chip Coalition (Pax Silica) Grows to Nine Nations
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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