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AI Infrastructure

Mar 25 2026

The Sovereign Shift: Why We Built the North Tech 15

The “Buy-and-Hold” era is over. As Sovereign AI and electronic “Iron Curtains” reshape the global economy, the North Tech 15 is our real-money roadmap to owning the future. Discover the 3-pillar strategy we’re using to survive the 2026 Great Reset.

Written by North Tech Capital · Categorized: Insights · Tagged: AI Infrastructure, Capital Growth, Investment Philosophy, North Tech 15, Quant Investing, SIPP Strategy, Sovereign AI

Dec 26 2025

Is Nvidia quietly tightening its grip on AI in 2026?

Nvidia’s $20bn move on Groq isn’t about headlines. It’s about control of AI infrastructure. What this deal tells us about where durable value may sit for investors looking toward 2026.

Written by North Tech Capital · Categorized: Insights · Tagged: AI chips, AI Infrastructure, artificial intelligence, nvidia, semiconductor stocks, US technology stocks

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