Nvidia’s dominance in the artificial intelligence (AI) processing unit (GPU) market isn’t a solo act. While Nvidia has grabbed the headlines with its powerful H100 chip, a network of suppliers is silently reaping the rewards according to Qiao Ma, partner & lead portfolio manager of the Munro Global Growth Small & Mid Cap Fund, Munro Partners.

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Munro Partners

Melbourne-based Munro Partners was created in 2016 and takes its name from the Scottish term for a mountain over 3,000 feet. The team chooses to align themselves with the Munros as they see investing as a process of climbing all mountains…while the perspective from one peak may give you one view, it is only once you have considered the view from other peaks that the whole picture becomes clear.

Information provided is general information and is for educational purposes only, and does not include, or constitute as, financial product advice.