Four Measurable Scarcities
The market has priced in the data centre buildout. The enabling layer between raw compute and deployed AI remains undervalued. We've organised the opportunity around four structural bottlenecks.
Time-to-Capacity
Neoclouds and power-advantaged hosts delivering the GPU compute that hyperscalers can't scale fast enough to provide.
Bandwidth
Inference-optimised silicon and high-speed interconnect fabric linking GPU clusters as AI shifts from training to deployment.
Physical Execution
Industrial robotics, cobots, machine vision, and warehouse automation where AI meets the physical world with measurable ROI.
Control
Data governance, AI compliance, and enterprise control planes that make agentic AI legally deployable at scale.
Track Record +102.9%
Strategy summary as at Aug 2026
Precious Metals & Defence
Realised
avg · 373.0% half realised, 158.0% open
avg · 300.0% one-third realised, 200.0% open
avg · 114.0% one-third realised, 114.0% open
Hyperscaling AI
average underlying stock performance
Robotics
average underlying stock performance
Software Survivors
average underlying stock performance
MPC Markets Pty Ltd (ABN 33 159 895 083) is the holder of AFSL 296877. This information is general advice only and does not take into account your personal objectives, financial situation or needs. You should consider the appropriateness of the information before acting on it.