INVESTING IN THE INTERNET'S HIDDEN INFRASTRUCTURE
The ubiquitous network delivers the promise of the AI economy, making the full stack of systems central to driving our markets and economy.
We focus our investments to enable power, data center development, network efficiency, and massive compute capabilities.
Bierg Capital Partners
Dissecting the core internet infrastructure into separate discreet investment opportunities requires expertise in seeing emerging demand trends of elastic supply bottlenecks and acquiring positions of long-lasting asset classes.
INVESTMENTS IN THE FULL STACK POWERING AI
SEE THE WHOLE FIELD
COMPUTE
The engine that drives AI is more than just NVIDIA. We see subsystems playing larger roles in the coming decade.
memory
In AI workloads, VRAM is one of the first bottlenecks as it holds simultaneously concurrent tasks. An area ripe for advancements.
storage
Vast datasets generated each minute stress the existing digital storage supply chains. Emerging hurdles are solvable.
networking
Moving data has never been more valuable, or more difficult. So many moving parts with a lot of opportunities.
power
This is the single largest limiting factor as power drives the engine. Deployment, backup and new types are valuable.
software
From diagnostics, to reliability engineering and to complex models, with each application, software tools will be needed.
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