The digital age has been made possible by the fact that computing power has increased exponentially whilst costs have decreased. The demand for compute is increasing as more devices are connected, new use cases are developed and the explosion of AI. The underlying trends that have enabled the past 60 years of technology development are beginning to hit physical limits and scaling compute is no longer as straightforward as fitting more transistors on a chip - innovators now must look at other parts of the system to find improvements. 

These improvements are getting increasingly difficult to find in the standard products and processes of leading-edge semiconductor facilities, leaving a a gap for new innovations to disrupt the industry. Such innovation may happen at all levels of the compute stack and throughout the value chain. Some of these innovations will become industry-standard while others will tackle specific, high-value problems. 

Capitalising on the ICM Group’s experience in novel technologies like AI and quantum computing, as well as its long history of telecommunications and data centre infrastructure investing, ICM HPQC invests in companies that bridge the gap between the demand for more powerful, energy efficient and secure computing and the ability of existing systems to deliver it.