Is This 6-Cent AI Stock the Next Big Infrastructure Breakout?
It’s tiny, it’s speculative, and it just locked in a majority-owned cloud business
Could This Tiny AI Infrastructure Company Be 2025’s Smartest Speculative Play?
Generative AI is having a breakout moment. AI that can create text, images, and more has gone from novel to necessary. Tools like ChatGPT, Midjourney, and Gemini have driven mass adoption, making AI one of the most disruptive forces in the global economy.
Behind the scenes, an infrastructure arms race is underway — and it’s companies like Alset AI Ventures Inc. (TSXV: GPUS) (OTC PINK: GPUSF) (FSE: 1R60) that could quietly emerge as winners.
Why Generative AI Matters Now
The generative AI market is projected to skyrocket from $45 billion in 2024 to over $1.1 trillion by 2028, according to Bloomberg. That’s a CAGR of over 80%, and much of this growth is expected to materialize in the next 12–24 months as companies adopt AI at scale.
The world’s largest tech firms are investing heavily in infrastructure. A new $500 billion "Stargate" project backed by OpenAI, Microsoft, and Oracle is being developed to build hyperscale data centers across the U.S. Meanwhile, NVIDIA’s Q1 2024 data center revenue surged 260% year-over-year, thanks to insatiable demand for AI processing power.
In short: AI is now real business. Profits, not just prototypes. For investors, the opportunity is to back the companies enabling this growth — the cloud platforms, chipmakers, and infrastructure providers building the new digital backbone.
Enter Alset AI: Building the Picks and Shovels
Enter Alset AI: a Canadian micro-cap (market cap under C$10 million) operating at the junction of AI investment and AI infrastructure. It’s not building the next ChatGPT — it’s supplying the compute power to help others build it.
Alset’s core asset is Cedarcross Technologies, an AI-focused cloud infrastructure company. Cedarcross offers:
GPU Leasing: On-demand access to high-performance computing
Hardware Sales: Authorized distributor of Supermicro AI servers
In February 2025, Alset increased its stake in Cedarcross to ~75%, turning it into a majority-owned subsidiary with potential to become a key operating revenue source through GPU leasing and hardware sales.
With GPUs in short supply globally and compute power becoming the fuel of modern AI, Cedarcross provides a gateway for startups and mid-sized firms to access the resources they need — without having to raise billions.
Strategic Edge: NVIDIA-Backed Ecosystem Access
In April 2025, Alset was accepted into the NVIDIA Inception VC Alliance, a network that gives it direct access to 22,000+ AI startups and emerging technologies. It’s a significant win — enabling:
Early-stage partnerships
Tech collaborations
Preferential access to NVIDIA’s roadmap and support
This membership adds credibility and deepens Alset’s ties to the heart of the AI world.
Beyond Cloud: Fintech and Decentralized AI
Alset’s approach isn’t just to sell compute — it’s to build a self-reinforcing ecosystem. That’s why it has made strategic investments in:
Henon Financial Technologies: A fintech AI startup building tools for private credit, portfolio monitoring, and model-driven insights. Henon may become a Cedarcross customer, creating a potential internal loop between Alset’s portfolio companies — although no formal agreement has been announced.
io.net (IO tokens): A fast-growing decentralized GPU compute network built on Solana. While Alset’s IO token acquisition offers early exposure to this emerging model, third-party data verifying io.net’s claim as the largest in the category is not currently available.
These moves are more than moonshots — they reflect a layered strategy where Alset owns the infrastructure, seeds the demand, and benefits from both sides.
Near-Term Catalysts
What makes Alset compelling now? Several tangible drivers could re-rate the stock in the months ahead:
Cedarcross Revenue Starts Flowing: Alset will consolidate Cedarcross’s financials, bringing in GPU leasing and hardware revenue.
NVIDIA Partnership Effect: The Inception program could spark deal flow, partnerships, and media visibility.
US Listing Improvements: New ticker symbol (GPUSF) and updated filings make Alset more accessible to U.S. investors.
Upcoming Deals: Management has signaled more AI-related investments and partnerships in the pipeline.
Recent Activity Timeline
A Lean, Leveraged AI Infrastructure Play
With a micro-cap valuation, a newly consolidated revenue stream via Cedarcross, and exposure to both centralized and decentralized AI infrastructure, Alset offers a rare angle on the generative AI boom.
This is a high-risk, high-upside play — but one with visible traction, real catalysts, and alignment with one of the most powerful macro trends of the decade. At C$0.06 per share, it’s still under the radar.
For speculative investors looking to back the backbone of AI, Alset AI (TSXV: GPUS) (OTC PINK: GPUSF) (FSE: 1R60) might just be one of the more compelling overlooked stories of 2025.
Disclosure
The information presented in this newsletter regarding Alset AI Ventures Inc. is intended strictly for informational and educational purposes. It does not constitute financial advice, investment advice, or a recommendation to buy or sell any securities. Readers are strongly encouraged to conduct their own due diligence or consult with a licensed financial advisor before making any investment decisions.
If you wish to learn more about Alset AI Ventures Inc., please visit their official investor relations page.
Cashu Technologies Pty Ltd. has been compensated two thousand dollars by Fairfax Partners Inc. for the creation and distribution of this promotional content. While reasonable efforts have been made to ensure the accuracy and reliability of the information presented, no guarantees are made regarding its completeness or timeliness.
Any decision to invest based on the content of this newsletter is made solely at your own risk. Cashu Technologies Pty Ltd. expressly disclaims any and all liability for losses or damages that may result from reliance on the information provided herein.