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Nvidia

Partner Insight: The quiet winners of AI competition

Investment

Partner Insight: The quiet winners of AI competition

The tech giants are locked in a money-throwing contest to dominate AI services. But the real winners may be the catchers of that capital. From the fabrication plants of Taiwan to the memory stacks of Korea, there are underappreciated and undervalued companies that are positioned to benefit no matter who comes out on top.

clock 22 September 2025 • 4 min read
FCA partners with Nvidia to allow firms to experiment with AI

Technology

FCA partners with Nvidia to allow firms to experiment with AI

Part of a 'supercharged sandbox'

clock 09 June 2025 • 2 min read
Blue Whale backs investment process as fund tumbles 30%

Investment

Blue Whale backs investment process as fund tumbles 30%

High exposure to technology

clock 20 July 2022 • 2 min read
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