The Hidden Gateway to AI's $200 Trillion Future

Every time you ask ChatGPT a question, somewhere in the world a data center lights up.

But what happens when the world runs out of data centers?

Right now, behind the glossy headlines and trillion-dollar tech valuations, a quiet crisis is unfolding — one that could stall AI's future for everyone except the biggest players.

AI, for all its promise, doesn't run on ambition alone. It runs on infrastructure. Massive racks of high-end GPUs. Cloud platforms that are always running. And data centers powerful enough to train and deploy models at superhuman speed to underpin AI technology.

And here's the truth most people don't realize: we probably won't have enough supply.

It's the kind of growth investors dream about. Demand is running hot — and infrastructure can barely keep up.

Big Tech is snapping up every available NVIDIA H100 chip they can get their hands on. These GPUs have been among the most sought-after chips in the world - leading Nvidia to the top of the market in October 2023.

At the beginning of the AI boom in 2023, lead times for the super-chips stretched up to a full year. Demand was so intense that even well-funded buyers had to wait.

Big Tech can afford to place massive orders, lock in contracts, and corner supply. But startups? Priced out. Researchers? Delayed. Innovators? Waiting on the sidelines.

It raises an important question: what would the AI landscape look like if more startups had the tools to compete?

In today's AI economy, it's not just about who has the best ideas. It's about who can get access to compute.

This infrastructure bottleneck could become the single biggest limiting factor in AI adoption.

But there's one company — still flying under Wall Street's radar — that's moving fast to fill the gap. A company that's not chasing headlines, but building servers, cutting deals, and backing some of the most critical tools in the AI stack.

It's called Alset AI Ventures (GPUSF).

And it could be the most overlooked way for regular investors to gain early exposure to the booming AI infrastructure market — the very foundation everything else is being built on.

Infrastructure Is the Backbone of AI's Next Chapter

AI isn't coming — it's already here. And it's growing faster than most people expected.

From finance to logistics, AI is moving from pilot programs to mission-critical. Companies are racing to integrate it into everything they do — and they all need the same thing to make it work: compute power.

That's where infrastructure comes in.

PwC estimates that AI could drive over $15 trillion in economic value by the end of the decade. But without the infrastructure to support that kind of growth — data centers, GPUs, and high-performance computing — none of it scales.

And now, even governments are stepping in to accelerate the buildout.

On just his second day in office, President Trump announced Stargate — a national initiative to support AI by expanding U.S.-based AI datacenter infrastructure. It was a clear signal: infrastructure isn't just a tech challenge anymore. It's a strategic priority.

That kind of tailwind matters.

Governments worldwide are backing AI infrastructure. Smart investors are too.

And as the race for AI dominance intensifies, investors are looking for smart, early ways to position themselves — not in speculative tech, but in the infrastructure powering it all.

The Picks and Shovels of the AI Gold Rush

While the headlines fixate on flashy AI apps, the real opportunity is what runs underneath them.

Compute. Power. Access. Infrastructure.

And that's exactly where Alset AI (GPUSF) is staking its claim.

Unlike the giants building consumer-facing chatbots or autonomous vehicles, Alset is going after the foundation layer — the physical systems, strategic capital, and computing muscle that make it all possible.

The company's flagship infrastructure arm, Cedarcross, has a unique mission that sets it apart:

Think of Cedarcross as a modern-day supplier in the AI gold rush. But instead of selling picks and shovels, it's supplying AI-capable supercomputing.

They're not pitching a prototype. They're already delivering compute power to customers across industries — and turning it into revenue.

In fact, in just the last 12 months:

• Cedarcross secured a $5.5 million leasing agreement with 80% margins
• And recently inked a $26 million server distribution deal with a major client
• With more in the pipeline, including an option to sell up to $91 million in additional GPU systems

These aren't pilot programs or demo runs. These are real contracts, with real demand.

And every one of those deals flows back to Alset AI — because Cedarcross is a core portfolio company, funded and supported by Alset's capital and leadership.

In other words, Alset isn't just investing in infrastructure. They're helping build it.

And as AI demand continues to outstrip global capacity, this kind of early, high-margin positioning could become incredibly valuable — fast.

Building the Patent Moat for the AI Future

Beyond hardware, Alset is making strategic bets on the software and intellectual property that could define the next decade of AI.

Their second major holding is Vertex AI Ventures, a company focused on acquiring and developing early-stage AI patents and proprietary technologies.

In the tech world, patents aren't paperwork — they're leverage. The right patent can lead to massive licensing deals, acquisition interest, or exclusivity in emerging sectors.

One standout partnership? Nom Nom AI — an AI data platform already collaborating with enterprise giants like Fiserv.

Why it matters: Alset owns 49% of Vertex.

Which means as Vertex builds its moat of AI IP, investors in Alset gain exposure to a pipeline of powerful new AI tools — from the inside.

It only takes one big breakthrough to turn a strategic patent into a serious asset — and Vertex is focusing on building a portfolio with that kind of potential.

It's yet another way Alset is giving retail investors access to AI opportunities that have historically been reserved for the venture capital elite.

A Strategic Nod from AI's Most Powerful Player

In April 2025, Alset was accepted into the NVIDIA Inception VC Alliance — a global initiative connecting top-tier AI startups and partners with NVIDIA's innovation ecosystem.

Membership isn't given. It's earned.

This acceptance gives Alset:

• Direct access to NVIDIA's startup pipeline
• Preferred pricing and co-marketing opportunities
• Access to cutting-edge GPU technology and engineering support

It also signals something important: NVIDIA sees Alset as a legitimate player in the global AI race.

A Strategic Vision — Built for the AI Economy

AI infrastructure isn't just growing — it's emerging as one of the most investable themes of the decade.

According to Fortune Business Insights, the global AI infrastructure market is projected to grow from $46 billion in 2024 to more than $356 billion by 2032, expanding at a 29% compound annual growth rate. North America leads the global AI infrastructure market with nearly 40% share — a powerful signal for where the next big opportunity could be.

And investors are taking notice.

As McKinsey notes, the explosion in demand for data centers has already attracted interest from growth equity, private equity, real estate, and infrastructure funds.

But they also point out that much of the sector's value chain remains overlooked, opening the door to more opportunities for investors who know where to look.

Meanwhile, core infrastructure capacity is already stretched thin.

McKinsey estimates U.S. data center pricing jumped 35% from 2020 to 2023 and in one of the world's largest hubs, vacancy rates have dropped below 1%. New capacity expected to come online over the next 2–3 years has already been pre-leased, tightening access even further.

For investors in a market this tight, being early isn't just smart — it's strategic.

This is exactly where Alset AI (GPUSF) is building.

In a market projected to hit $356 billion, imagine the upside if the company captured even a fraction of a percent.

Like the suppliers of the gold rush, Alset isn't chasing hype — it's building the picks and shovels powering the boom.

And behind their model is a leadership team with the operational and capital markets experience. It's a rare mix — built for a market moving at AI speed.

Alset AI (GPUSF) is led by a CEO who previously held senior roles at companies like Dorel Industries and Microcel, where he scaled global operations and drove strategic growth.

The leadership team also includes veterans from Morgan Stanley and top-tier venture firms, bringing experience in capital markets, infrastructure investing, and data center economics.

5 Compelling Reasons to Consider Alset AI (GPUSF)