Reserve AI Capacity & Neocloud DTF

The Reserve AI Capacity & Neocloud DTF (NEOCLOUD) is a weighted basket of public, US-listed neocloud and AI data-center companies at the center of the AI buildout. Building an AI data center costs billions, so most companies that need AI computing rent it instead: a new industry of neoclouds and power-rich data-center operators raises the capital, secures the power, and rents out compute by the hour. The NEOCLOUD DTF gives you direct exposure to the companies turning capital, silicon, and electricity into the compute everyone needs: the GPU-cloud operators and the power-rich sites that host them. The basket is composed of companies that generate significant revenue from AI compute…