Early Nvidia Backer Maverick Is Launching an AI-Focused Fund

  • Maverick Silicon will be the firm’s first sector-specific fund
  • Ainslie says investors too cautious on technology’s potential
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Lee Ainslie’s Maverick Capital, an early backer of Nvidia Corp., is starting a fund focused on artificial intelligence to capitalize on “insatiable demand” he’s predicting for the next decade.

The Maverick Silicon fund, the first sector-specific vehicle in the firm’s 30-year history, will invest in mid- and late-stage private companies that focus on computing infrastructure to support the AI ecosystem, Ainslie wrote in a letter to investors.