Event Details:

Scaling The AI Hardware Wall: Why KraneShares AI ETF AGIX Is Positioning For An Industrial Build-Out Story
Wednesday, May 20, 2026
10:00 am - 11:00 am EDT

The artificial intelligence (AI) story is hitting a new constraint: the physical wall.

AI’s bottleneck now lies in how fast chips can process information, how quickly that information can move across networks, how cleanly signals remain on circuit boards, and how efficiently power can be delivered into packed racks of hardware.

In this webinar, KraneShares Senior Investment Strategist, Derek Yan, CFA, and Max Chen, Partner at Etna Capital Management, sub-advisor to the AGIX ETF, will discuss how the AGIX portfolio is leaning into those bottlenecks by adding companies tied to high bandwidth memory and chip testing, advanced packaging and substrates, power semiconductors, edge inference, and the protocol layer.

Additionally, how private companies in the KraneShares Artificial Intelligence & Technology ETF (Ticker: AGIX) portfolio, like Anthropic, SpaceX, and Nuro, fit into that broader “physical wall” theme while meaningfully contributing to fund performance since inception.

What we will cover:

• Performance update: headline returns since inception and what’s driving results, including Anthropic and SpaceX
• Private suite build-out: where Anthropic, SpaceX, and Nuro sit in the AI stack
• The Physical Wall: why we think AI is becoming an industrial build out story, not just a software story
• Portfolio positioning: how the strategy is shifting toward infrastructure we believe will matter most over the next three to five years

Investors can submit questions by emailing [email protected]

1 CFP/CIMA Credit Available