Energy-to-AIInvestment Fund
Capturing the generational opportunity at the intersection of AI's explosive growth and the clean energy transition.
Total Addressable Market
$600B+
by 2030
Pipeline Size
$296B
10 opportunities
DC Power Growth
2.3x
Global by 2030
↑ 15% CAGR
Avg. Score
78
out of 100
The Opportunity
AI is driving unprecedented demand for clean energy
Global Data Center Electricity Demand
The Convergence
AI Demand Explosion
Data center power demand 2x by 2030. ASEAN alone grows 7.5x. AI-specific compute 4x by 2028.
Sustainability Imperative
Hyperscalers committed to net zero. 24/7 carbon-free energy requirements. Scope 2/3 disclosure mandates.
Capital Opportunity
$600B+ investment universe. $315B hyperscaler capex in 2025. 43% of corporate PPAs from DC operators.
Investment Themes
Five high-conviction themes across the value chain
Nuclear/SMR
AI workloads require 24/7 reliable power that intermittent renewables alone cannot provide. Nuclear (conventional and SMR) is the only scalable zero-carbon baseload option.
$100B
by 2035
9.1%
CAGR
RE + Storage
Data centers are the largest corporate buyers of renewable energy. Solar/wind with storage can meet 50-70% of DC power needs cost-effectively.
$200B
by 2030
15%
CAGR
Green DCs
The $800B APAC data center construction boom requires sustainable design. Operators with superior PUE/WUE will command premium valuations and tenant preference.
$150B
by 2030
19%
CAGR
Efficiency
Exponential growth in AI model size creates unsustainable energy demand. Investments in compute efficiency multiply the value of each kWh.
$50B
by 2030
25%
CAGR
Grid Infra
Cross-border grid interconnections enable renewable energy sharing and optimize clean power utilization. Smart grids enable 24/7 carbon-free energy matching.
$100B
by 2030
12%
CAGR
Featured Opportunities
Highest-scoring investments in our pipeline
Singapore Green SGS Infrastructure Bond
Singapore • Grid & Transmission
$2.1B
Green Bond
Muara Laboh Geothermal Expansion
Indonesia • Power Generation
$350M
Project Finance
Indonesia Sovereign Blue Bond 2024
Indonesia • Energy Sources
$185M
Blue Bond
The Value Chain
End-to-end exposure from energy generation to AI services
Energy Sources
Solar, Wind, Nuclear, Geothermal
Power Generation
Power Plants, SMR
Grid & Transmission
T&D, Storage, Interconnect
Data Centers
Hyperscale, Colocation
AI Compute
GPU Clusters, TPU Pods
AI Services
LLM APIs, AI Products
Ready to Learn More?
Explore our complete investment thesis, review our pipeline of opportunities, and understand how we're positioned to capture the Energy-to-AI opportunity.