A direct 'picks and shovels' play on AI infrastructure, with a planned IPO in the second half of the year. Its specialized cloud is heavily endorsed by NVIDIA.

A strong future IPO candidate after raising $1.5 billion in equity. Its vision for vertical integration and a diversified customer base positions it as a major future player in AI infrastructure.

Offered as a pre-IPO investment opportunity through a specialized fund, indicating it is a sought-after private company.