What smart money is saying about Fermi
1 fund in our archive has pitched Fermi — most recently Antipodes Global SMID Active ETF in June 2026.
Fermi Inc. is dedicated to establishing essential energy infrastructure. The company plans to build an integrated campus that combines energy production with data center facilities, designed to meet the significant requirements of forthcoming artificial intelligence infrastructure. Co-founded by Rick Perry, Toby Neugebauer, and Griffin Perry, the firm was established on January 10, 2025, and operates from its headquarters in Amarillo, Texas.
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Position history
Every position in Fermi on record in the archive was reported in Q2 2026, across 1 fund letter — 1 opened or added to the position.
| Quarter | Letters | Bought | Sold | Theses |
|---|---|---|---|---|
| Q2 2026 | 1 | 1 | 0 | 1 |
Fund activity · 1 position · 1 move
- New positionAntipodes Global SMID Active ETFJune 2026
“We initiated a position in Fermi, the US developer of nuclear-powered data centre campuses, after a 70%+ drawdown following their IPO in late 2025.”
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Fund coverage · 1 thesis
- Antipodes Global SMID Active ETFJune 2026
Fermi develops nuclear-powered data centre campuses and offers scarce powered land and generation capacity for AI buildout.
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