Private Investment House · Zürich
A private investment house, on the firm's own account.
Gross & Cidecian Capital invests and hedges its own capital, patiently, in the infrastructure of artificial intelligence and the physical economy that supports it. Private, and by invitation.
Founded 2026 · Canton of Zürich
The house
A small house with a long horizon, where engineering meets the markets.
Gross & Cidecian Capital GmbH is a Swiss company run by two partners: one from artificial-intelligence engineering, one from the digital-asset and commodity markets. We hold a small number of positions and hedge our own book.
Lars Gross
Partner
Artificial-intelligence engineer and principal owner. He builds the firm's models and leads its investment decisions across the portfolio.
Christian Cidecian
Partner
He runs the firm's positions in the markets, its digital-asset and commodity trading, and manages its hedging and its accounts.
What we do
Four areas of work.
We invest the firm's own capital and hedge our own book. The work runs across four areas: principal investment and participations, commodity and goods trading, proprietary research and forecasting, and a small number of long-term holdings of its own.
What we do, in fullWhere we focus
Six sectors, one thesis: the build-out of intelligence, and the physical world that carries it.
Artificial-Intelligence Infrastructure
Compute, memory, networking and cooling, weighted toward recurring inference economics.
Semiconductors & Advanced Computing
Silicon, packaging and high-bandwidth memory, read through engineering reality.
Robotics & Embodied Systems
Intelligence moving into the physical world on the same architectures and energy.
Digital Assets & Blockchain
Bitcoin and Ethereum as settlement infrastructure, read through on-chain evidence.
Energy & Power
The grid, generation and equipment that gate how fast intelligence is deployed.
Commodities & Critical Materials
Copper, rare earths and the materials the digital economy depends on.
Our philosophy
“Markets understand these trends directionally. They consistently mis-estimate their magnitude, their durability, and who actually captures the rent.”Read the philosophy
From the house
Notes and letters.
Thesis
20 June 2026
Inference, not training, sets the economics
The market still prices the AI build-out around training runs. The durable economics sit in inference, and they look different.
Note
18 June 2026
Power is the ceiling
Compute is abundant on paper. Firm, around-the-clock power is not. The grid, not the chip, is the binding constraint.
Market
16 June 2026
A note on copper
Electrification and data centres pull on the same wire. Copper supply was planned for neither.
Enquiries
Private, and by invitation.
We are not currently raising outside capital. Introductions and substantive correspondence are welcome; we reply within a few working days.
office@grosscidecian.com