Artificial Intelligence & Power
Artificial intelligence is getting all the attention from investors and media right now, but if it is to become the most transformative technology of the 2020s it might in part have to depend on batteries to become so.
After all, all successful revolutions need power, and just as the clean energy revolution relies on batteries (for energy storage and transportation), so will artificial intelligence, to some degree.
AI means a lot of different things to different people, but deep down it includes some sort of intelligent machine performing the most disparate functions in the most disparate fields – including medicine, hospitality, household appliances, transportation, military applications, etc etc.
In few words, AI is supposed to give brains to a lot of these machines, but it is batteries that will allow some of these to free themselves, get up or down, and move around. According to this note, this will be the “Decade of the Batteries”.
We couldn’t agree more.
That’s why at Niche AM we have not one, but three different funds which, to a greater or lesser extent, invest in the battery ecosystem.
Both our Electric Mobility and Asian funds invest in EV & battery players which are not recognised as such by the market, and are thus deemed to have significant re-rating potential.
Our Indonesian fund invests instead in a country which is already (and will increasingly become) one of the world’s most important battery hubs. Be it for the availability in Indonesia of key battery minerals nickel and cobalt, the geopolitical “neutrality” of the country in between China and the West, and the Government’s nationalistic strategy to protect and leverage on its natural resources to develop the domestic battery industry, both downstream and mid-stream.
For details see our range of Niche AM funds & NicheJungle funds
This is a marketing communication intended exclusively for institutional investors. Refer to the Fund Prospectus & KID before making any investment decision.
For any questions email us on: info@nicheam.com
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