In this paper (the third in our series) we explore how investors are engaging with GPUs as an emerging alternative asset class, drawing on our proprietary survey insights to assess current sentiment, allocation behaviour, and the outlook for future investment.
Artificial intelligence is reshaping industries and in parallel, redefining the infrastructure that underpins modern computation. Graphics Processing Units (GPUs), once confined to gaming and specialised computing, now sit at the core of the AI economy.
Their critical role in deploying advanced models, and in supporting high performance workloads, has elevated GPUs into strategically scarce and economically valuable assets.
As set out in earlier papers in this series, GPUs are increasingly being viewed as a distinct alternative asset class, underpinned by strong structural demand, persistent supply constraints, and yield generating leasing models.
Building on this foundation, this paper uses investor survey evidence to examine how GPUs are being approached today and how this asset class may evolve over the years ahead.
