01
Artificial Intelligence
The intelligence layer reshaping software, infrastructure, and the physical economy.
NEUVO INTELLIGENCE LAYER ACTIVE
Investing at the edge of transformation
Capital for the
next economy.
Neuvo Capital is an investment firm focused on the foundational technologies redefining how the world computes, builds, and exchanges value.
Assets under management$100M+Across high-conviction strategies
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Investment focus
Where durable change
meets disciplined capital.
We invest across public and private opportunities where technological inflection points create long-duration value.
02
Technology
Category-defining platforms with durable advantages and expanding market potential.
03
Digital Assets
Open financial networks and the infrastructure enabling a programmable economy.
Selected investments
Backing the
AI value chain.
A snapshot of companies in which Neuvo Capital invests, spanning the critical infrastructure behind accelerated intelligence.
01 ACTIVE THESIS
MU
Micron Technology
Memory & AI infrastructure
HBM / DATA CENTER
02 ACTIVE THESIS
CRWV
CoreWeave
AI cloud infrastructure
ACCELERATED COMPUTE
03 ACTIVE THESIS
MRVL
Marvell Technology
Custom silicon & connectivity
SILICON / NETWORKING
04 ACTIVE THESIS
NBIS
Nebius Group
AI-native cloud platforms
GPU CLOUD / PLATFORMS
05 ACTIVE THESIS
AMD
Advanced Micro Devices
Accelerated computing
CPU / GPU / ADAPTIVE
06 ACTIVE THESIS
NVDA
NVIDIA
AI compute & full-stack systems
COMPUTE / NETWORKING
07 ACTIVE THESIS
BTC
Bitcoin
Digital monetary network
OPEN / SCARCE / GLOBAL
Selected investments are shown for illustrative purposes only, are not a complete portfolio, and should not be viewed as investment recommendations. Holdings may change without notice.
Our approach
Conviction,
built deliberately.
Our philosophy is simple: understand the systems being transformed, identify the scarce assets within them, and invest with a time horizon that lets the thesis compound.
Structural, not cyclical
We seek multi-year shifts in technology and capital formation—not temporary momentum.
Research with range
Fundamental analysis meets technical depth, ecosystem mapping, and market structure.
Concentrated conviction
Capital follows insight. We prioritize selectivity, patience, and asymmetric outcomes.
Risk is designed in
Position sizing, liquidity, and scenario analysis are part of the thesis from day one.
TECHNOLOGY / CAPITAL FOUNDER / OPERATOR / INVESTORFounder
Lihao Li
Founder & Managing Partner
A technology operator and early Bitcoin investor with a deep understanding of the frontier technologies reshaping markets and society.
Lihao brings more than a decade of experience across the technology industry, startups, and Yahoo!, and helped ship AI technology at Apple. At Neuvo Capital, that operating foundation informs a research-led approach to artificial intelligence, computing infrastructure, software, and digital assets.
10+Years in technology
BTCEarly Bitcoin investor
Why Neuvo
A research culture
for complex markets.
Technology does not move in straight lines. Our work connects technical architecture, business quality, valuation, and market structure—so conviction is earned, not assumed.
Disciplined stewardshipInstitutional risk controls support every allocation.
Native perspectiveFluency across software, AI infrastructure, and digital assets.
$100M+Assets under management
03Core investment domains
OneIntegrated research process
Portfolio themes
Following the
value chain.
We look beyond headlines to the enabling layers where enduring advantages can form.
01
Intelligent compute & infrastructure
02
AI-native software & automation
03
Next-generation digital platforms
04
Decentralized financial rails
05
Cybersecurity & data sovereignty
Connect with us
Investing in what
comes next.
For partnership, founder, and institutional inquiries.
hello@neuvocapital.com