Building the AI infrastructure
These are the foundational companies powering the AI revolution. From high-performance semiconductors to energy and cooling systems, Enablers provide the “picks and shovels” that make AI possible. They extract value early in the cycle by supplying the compute, connectivity, and physical infrastructure needed to scale AI technologies
Why they matter
Investing in Enablers means backing the backbone of AI, companies that benefit regardless of which applications win. Enablers extract the most value in early innings. These foundational players are essential for AI scalability and adoption.
AI’s explosive growth is powered by compute, energy, and cooling infrastructure.
