AI-Infrastructure Hub
We provide accredited investors with curated access to the AI-Infrastructure tech ecosystem via two core formats:
Single-Name SPVs (Selective Access)
For investors who want direct exposure to companies like xAI, OpenAI, Perplexity, Lightmatter, or Datarobot, we occasionally offer deal-by-deal allocations through SPVs. These are invitation-only and capacity-limited.
Portfolio Companies
See what’s available: xAI, OpenAI, Perplexity, Lightmatter, Datarobot
America 2030
America 2030 Fund (Flagship Fund)
A diversified portfolio capturing late-stage U.S. companies across AI Infrastructure, defense, and critical infrastructure. Designed for investors seeking exposure to national security trends without picking individual names.
See what’s available: Armada, Cerebras Systems, Crusoe, d-Matrix, Groq, Lambda, Mistral AI, Nexla, Physical Intelligence, PsiQuantum, Rebellions, Sambanova Systems, Scale, SiFive, Tensorwave, Together.ai
IPO CLUB Series 31: Allocation Secured in OpenAI
Accredited investors only
Access curated late-stage technology opportunities · Streamlined digital onboarding process · Trusted by 100+ Accredited Investors since 2021
Ally Whitney
Board Member
AI Infrastructure Sector Outlook 2025: Key Drivers of Growth
Global spending on AI infrastructure has reached unprecedented levels, reflecting a surge in investment from both public and private sectors. This momentum is rapidly accelerating the modernization of critical digital foundations—creating opportunities for established providers and emerging innovators alike.
In our report, we break down:
• Technological shifts driving AI
• Opportunities in infrastructure
• Evolving regulations
• Impact of AI Data Center
• Updates as of July, 2025
👉 Download the 2025 AI Infrastructure Market Brief
Includes top names, sector outlook, and our allocation calendar — all in a 5‑minute executive summary.
Access 2025 AI Infrastructure Allocations
Join IPO Club to request memos for live SPVs and America 2030 Fund
SPV allocations close on the 15th and 30th of each month
America 2030 allocations open quarter
Join IPO CLUB
Be part of a high-conviction investment strategy focused on defense, energy, and dual-use technologies. Backed by decades of experience and a strong track record of exits and returns, our team is ready to help you access tomorrow’s defining opportunities today
Lightmatter
Light-powered chips to significantly enhance the speed of artificial intelligence computations
xAI
Infrastructure of hyperscale platforms and supercomputers
Datarobot
Data ingestion, cleaning, engineering, model selection, training, evaluation, deployment, and monitoring
AMERICA 2030
One Fund, 30 Startups
Defense, Energy, Robotics, AI-Infra
Next allocation window closes soon. Secure your seat now