Team
Operators, not advisors
Everyone has built what this fund invests in.
GPU infrastructure, AI cloud, and the companies building them. Investing where the capacity gap meets the opportunity.
The demand is real. Europe’s AI infrastructure market hit $18B in 2025 and is growing at 25%+ CAGR. GPU capacity in European data centers reached $5B in 2025. Yet Europe will add only 75% of its current capacity by 2030 — while the US will more than double theirs.
The regulation is pushing local. NIS2 entered enforcement in 2025. The EU Data Act became law in September 2025. The EU AI Act becomes fully applicable in August 2026. 44% of organizations are actively moving to sovereign cloud. European providers are 40–70% cheaper than AWS/GCP/Azure for equivalent compute.
CEE is underserved. Virginia alone has more data center capacity than Europe’s five core markets combined. Central and Eastern Europe sits at the intersection of rising demand, favorable energy costs, and near-zero local supply. The gap is structural. We fill it.
Concentrated bets on the infrastructure stack.
GPU fleet — H200/Supermicro in Budapest. Bare metal, MIG-enabled. ~50% below AWS/GCP pricing.
AI cloud startups, MLOps tooling, vertical AI SaaS. Pre-seed to seed across CEE.
Syndicate into larger rounds with established funds. Follow-on into top performers.
Marcus Vipsanius Agrippa was Rome’s greatest builder. He constructed the aqueducts, roads, and harbors that made the empire possible — not for glory, but because everything else depended on them.
That’s our thesis. AI is the new empire. Compute is the new aqueduct. Someone needs to build the infrastructure layer that everything else will run on. We’re those builders.
Built for others to build upon.
Then and now.
Operational experience, not paper theses.
Regulated entity with full licensing. One of few independent managers in Hungary. High barrier to entry.
1337 Partners actively builds compute projects. Not a paper thesis — we run the infrastructure we invest in.
First Principle Innovation network, AI Budapest community, direct VC relationships across CEE.
EU AI Act, data sovereignty push, Hungarian government AI agenda, Golden Visa program.
Everyone has built what this fund invests in.
1337 Compute business plan.
Fund rules and prospectus. Investor pitch deck. Initial outreach.
MNB fund approval. Active fundraising. GPU procurement preparation.
Infrastructure deployment begins. First seed investments. GPUs live.
