Humanity is undergoing 2 key transformations in energy and data: how we produce and use energy and how we access and compute data. These transformations in energy and data are coupled and have significant geo-political tailwinds. Traditional global tech ‘moats’ (eg. Starlink for mobile networks) and energy players will be disrupted. New assets will emerge with infrastructure like features: High credit-rated and sticky revenue streams with known redundancies and ability for debt leverage.
The technologies that will enable a new breed of critical infrastructure assets are in AI, quantum, space and the energy transition. We have decades of experience investing in these technologies and have a unique network of subject matter experts to help assess opportunities and support our investments.
