In Nov 2025, Huarui SmartLink completed an investment in Texas, USA AI Compute Infrastructure Platform through a Strategic Placement transaction, with committed capital of USD 180M. The asset is currently valued at USD 4.8B (2025 Valuation), and has become one of the firm's key tracked opportunities within its global multi-asset allocation framework.

Global demand for large-model training and inference accelerated expansion of compute campuses, liquid cooling, and power-supporting assets. Based on its assessment of industry trends, valuation levels, and market liquidity, the team continues to deepen research coverage and post-investment monitoring around this opportunity.

Planned exit in 2028 via US capital markets spin-off or buyback by an infrastructure fund. In parallel, the investment also supports high-efficiency data centers and lowers the carbon intensity of new compute capacity through renewable power sourcing. This remains consistent with Huarui SmartLink's investment approach centered on long-term thinking, balanced risk-adjusted returns, and sustainable value creation.