Focus Areas

NXUM Capital invests in the infrastructure of the next industrial cycle. Our focus areas represent the convergence of intelligence, energy, materials, and capital.

AI Compute and Hardware

The physical infrastructure enabling artificial intelligence and machine learning at scale.

Investment Areas

• Data Centers: Hyperscale and edge computing facilities
• Semiconductors: Chips powering AI workloads, GPUs, ASICs
• Edge Computing: Distributed processing infrastructure
• Robotics: Industrial automation and intelligent systems
• Storage & Memory: High-performance data storage solutions

Market Opportunity:

• Global AI market projected to surpass $1.8 trillion by 2030
• 400% increase in processing power required
• Data center power consumption expected to triple by 2030

Programmable Stablecoin Infrastructure

The financial rails enabling real-time, borderless, machine-to-machine value transfer.

Investment Areas

• Stablecoin Infrastructure: USD-backed digital currencies and payment rails
• Digital Asset Custody: Secure storage and management solutions
• Tokenized Liquidity: Real-world assets on blockchain rails
• Settlement Systems: Instant, programmable financial settlement
• Institutional Finance: Banking and treasury solutions for digital assets

Market Opportunity:

• Over $150 trillion in annual cross-border payments shifting to programmable rails
• Stablecoin transaction volume already exceeds $9 trillion annually
• Major institutions adopting digital dollar infrastructure

Energy and Data Systems

The power generation, storage, and transmission infrastructure required to run intelligent systems.

Investment Areas

• Energy Generation: Renewable and clean power production
• Energy Storage: Battery systems and grid-scale storage
• Transmission & Grid: Modernization and smart grid technology
• Data Center Power: Co-location and power optimization
• Grid Management: Software and controls for energy distribution

Market Opportunity:

• AI energy demand will triple by 2030
• Grid congestion driving >$4 trillion in global capex
• Clean power capacity becoming a strategic asset

Critical Minerals and Materials

The raw materials and processing technologies essential for semiconductors, batteries, and advanced manufacturing.

Investment Areas

• Rare Earth Elements: Mining, processing, and supply chain
• Battery Materials: Lithium, cobalt, graphite, and alternatives
• Carbon Materials: Carbon black, graphene, advanced materials
• Semiconductor Materials: Silicon, specialty chemicals, substrates
• Circular Economy: Waste-to-value and materials recovery

Market Opportunity:

• Billions of tons of recoverable industrial waste contain high-value inputs
• Rare earth demand growing 5-7x by 2030
• Domestic processing becoming a national security priority

Cross-Sector Convergence

The most compelling opportunities exist at the intersection of these domains.

AI + EnergyData centers require massive power capacity. Energy systems increasingly use AI for optimization.

Finance + InfrastructureProgrammable money enables real-time payment for autonomous systems and infrastructure.

Materials + ComputeAdvanced semiconductors require critical minerals. Material science enables next-gen chips.

Energy + MaterialsBattery storage requires materials supply chains. Materials recovery is energy-intensive.

Investment Criteria

We look for companies with:

• Scalable Technology: Defensible IP, proven technical execution
• Massive Markets: Infrastructure serving multi-trillion dollar transitions
• Experienced Teams: Operators who have built and scaled companies
• Strategic Relevance: Solutions aligned with national priorities
• Capital Efficiency: Clear path to profitability and returns

Stage Focus

Typical Investment Profile: