Sector focus
Capacity for the intelligence economy.
Hyperscale, colocation and edge capacity, accelerated computing campuses, power, cooling, connectivity and related supply chains.
Market context
Why this sector matters.
Data centres and AI factories are becoming critical economic infrastructure. Demand is being driven by cloud computing, generative AI, enterprise digitisation and sovereign data requirements, all of which require substantial, reliable and power-intensive capacity.
We evaluate opportunities across the value chain: land and power, design and construction, colocation and wholesale, edge deployments, cooling and efficiency, and the connectivity that binds these assets together.
Investment drivers
Structural forces shaping the opportunity.
- Generative AI and accelerated computing demand
- Cloud migration and enterprise workloads
- Sovereign data and regulatory requirements
- Power availability and energy efficiency
- Edge computing and latency-sensitive applications
Advisory
How we advise.
01
Platform strategy for data centre and AI infrastructure operators
02
M&A, joint ventures and capital partnerships
03
Power, land and site development structuring
04
Debt and equity financing for growth capacity
Investment
How we invest.
01
Hyperscale and colocation platforms
02
AI factory and accelerated computing campuses
03
Power, cooling and supply-chain enablers
04