Aurion · AI Strategy
Capital aligned with the defining technology of the century.
The Aurion AI Strategy gives accredited investors structured exposure to the companies, founders and infrastructure shaping artificial intelligence — from Elon Musk's xAI and Tesla, to NVIDIA's compute monopoly, to the frontier labs reshaping global productivity.
Featured strategy — exposure to the Musk-led industrial portfolio: Tesla, xAI, SpaceX, Neuralink and The Boring Company. Editorial reference image; not a likeness in any official capacity.
$2.4T
Combined AI Market Cap Tracked
Public + private
+61%
Aurion AI Fund Return
Since Jan 2024
32
Underlying Holdings
Active management
$500
Minimum Entry
Tesla starter tier
Watch
Understand the strategy in four minutes.
Three short films walk you through Aurion's AI investment philosophy, our portfolio construction, and how to onboard as an accredited investor.
How the Strategy is Built
Five pillars across the AI value chain.
Aurion's AI exposure is constructed across the full value chain, from foundational compute up through the application layer and into embodied robotics. The result is diversified participation in the AI capex cycle without concentrated dependence on any single name.
Quarterly rebalanced by the Aurion AI Investment Committee, chaired by senior leadership from Sequoia AI Practice and a16z American Dynamism.
Foundation Compute
38%GPUs, custom silicon, and the AI cloud infrastructure that powers every frontier model.
Frontier-Model Labs
26%Secondary positions in OpenAI, Anthropic, xAI and Mistral at most recent round valuations.
AI Applications
18%Public-market leaders monetising AI features at scale across enterprise software.
Robotics & Embodied AI
12%Tesla Optimus exposure plus humanoid robotics platforms Figure and Agility.
AI Cloud Infrastructure
6%Specialist GPU clouds: CoreWeave, Together AI, Lambda Labs.
Available Offerings
AI & growth allocations.
Tesla / xAI / SpaceX Basket
Led by Elon Musk
Integrated exposure to the world's most influential AI-led industrial portfolio: Tesla, xAI, SpaceX secondaries and Optimus robotics.
Performance
47% trailing 12-month
Min. entry
$500
NVIDIA Corporation
Led by Jensen Huang
The compute backbone of the AI era. CUDA, H100/H200/Blackwell GPUs, Networking and the AI Enterprise stack.
Performance
78% trailing 12-month
Min. entry
$1,000
Aurion AI Growth Fund
Led by Dr. Priyanka Ravi
Discretionary basket spanning frontier-model labs (OpenAI, Anthropic, xAI), compute (NVDA, AMD, TSMC), applications and robotics.
Performance
+61% since inception
Min. entry
$1,000
Microsoft Corporation
Led by Satya Nadella
Azure hyperscaler, OpenAI commercial partnership, Copilot distribution embedded across Office, GitHub and the developer stack.
Performance
31% trailing 12-month
Min. entry
$1,000
Alphabet (Google)
Led by Sundar Pichai
Gemini foundation models, Google Cloud AI workloads, DeepMind research, and Waymo autonomous mobility leadership.
Performance
27% trailing 12-month
Min. entry
$1,000
Meta Platforms
Led by Mark Zuckerberg
Operator of Llama, the world's most-downloaded open foundation-model family. AI ad-ranking driving accelerating monetisation.
Performance
52% trailing 12-month
Min. entry
$1,000
Featured Basket
Spotlight · The Musk Portfolio
The most ambitious industrial AI portfolio of the era.
Tesla. xAI. SpaceX. Neuralink. The Boring Company. Five companies — one founder — and a network of operational and capital synergies that no public-market index reflects. Aurion offers structured exposure to this basket with a retail-accessible $500 starting tier and a $1,000 standard tier.
Get Started
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