Portfolio
We don't just back companies — we back the next industrial structure.
From foundation models, agents and AI infrastructure to chips, healthcare, robotics and new energy — FutureX looks for the nodes where technological change converts into real commercial value.
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Ecosystem Companies
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AI-related
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Listed
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Sectors
5
Investment Themes
Five Investment Themes
Companies organized by thesis · each theme links research & field notes
Agents & Enterprise AI
Agents are moving from demos into production. Value concentrates at two ends — application layers that own business workflows, and token-priced infrastructure; thin generic wrappers in between get squeezed.
AI Infrastructure & Chips
Compute is the hard currency of this AI cycle. We invest along compute supply, memory and domestic substitution — companies holding real positions at supply-chain chokepoints.
AI Healthcare & Life Sciences
AI healthcare is past the storytelling phase — regulatory paths are open and payers are starting to pay. The inflection happens inside clinical workflows, not model demos.
Embodied AI & Smart Hardware
AI is getting a body — humanoids, autonomous driving, AI glasses. We back "scenario before form factor": companies closing real-world loops beat spectacular demos.
New Energy & Next-Gen Industry
AI ultimately runs on energy. Solid-state batteries, intelligent EVs and advanced manufacturing sit at the junction of China's supply-chain strength and AI's demand curve.
Behind these themes: 18 public research reports and the founder’s frontline notes.
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