ai factory

Latest news and analysis on ai factory

Investment Theme

Firmus & the AI industry - Did Ron Burgundy say it best?

AI factories, token demand and circular financing: we revisit Firmus less than a year on and ask whether the returns actually stack up.
Robert Miller
NAOS Asset Management
Macro

AI factories – are they built on Firm(us) ground?

Capital is flowing to build factories that produce tokens underpinned by huge demand. Hype or a new revolution?
Robert Miller
NAOS Asset Management
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