AI & Machine Intelligence
Artificial intelligence has become the defining capital cycle of this decade, cumulative global spend on AI-specific infrastructure is projected to exceed USD 5 trillion by 2030. We invest across the value chain to capture a technology shift we believe will restructure how every industry computes, decides, and operates.
We believe enduring value will accrue to businesses that provide critical infrastructure, proprietary data and intelligent systems capable of translating AI capabilities into measurable productivity.