The physics layer
of intelligence.
AI models train on compute. Compute runs on power. Power flows through grids. We invest in the physical infrastructure that makes intelligence possible.
Why infrastructure matters now.
The AI revolution isn't happening in the cloud. It's happening in substations, server halls, and fiber routes. Physical infrastructure is the constraint.
Three investment themes.
We focus capital where demand is structural, barriers are physical, and execution requires deep operational expertise.
Data Centers
Hyperscale facilities optimized for AI compute. GPU-dense infrastructure with liquid cooling, dual grid access, and renewable energy integration.
- →100+ MW hyperscale campuses
- →50-100 kW/rack AI density
- →Tier II/III edge locations
Power & Energy
Grid infrastructure, substations, and renewable energy projects. Dedicated power delivery for data center campuses and industrial loads.
- →400/220 kV substations
- →Renewable PPAs & hybrid systems
- →Battery storage integration
Connectivity
Fiber networks, submarine cable landing stations, and interconnection hubs. Critical network density for low-latency workloads.
- →Dark fiber routes
- →Cable landing stations
- →Metro interconnection facilities
Let's build together.
We're building the infrastructure that powers emerging markets' digital future. Join us.