Beyond Datacenters: The Next AI Winners
Everyone already has GPU and data-centre exposure. The 2000s dot-com cycle suggests it’s the next bottleneck, not the current one, that will decide AI’s biggest winners.
JOIN WEBINAR Webinar Summary Beyond Data Centres: The Next Wave of AI Winners MPC Markets Enhanced Growth Strategy | August 2026 Most investors already own the GPUs and the data centres. This session looks at what comes next — the four bottlenecks the AI build-out is creating for itself, and the reference assets positioned to solve them. We’ll walk through: Why capacity is not the same as usable compute (CoreWeave / Nebius / IREN) Why the network is now part of the computer (Astera Labs / Marvell / Cerebras) Where physical AI starts converting spend into measurable economic output (BOTZ) The governance layer almost nobody is pricing correctly yet (Palantir / GitLab) The structure is deliberately distributed across four independent constraints rather than a single AI bet. We’ll also cover the mechanics of the proposed warrant structures, the key risks (leverage, valuation duration, technology pace), and how the portfolio is constructed for capital-efficient exposure. This is an interim strategy briefing ahead of final pricing. Wholesale and professional investors only.
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