02 · Thesis
A future where intelligence and energy compound.
We accelerate the transformation of the global energy and compute ecosystem by advancing the convergence of Artificial Intelligence and Energy — enabling intelligent systems that drive efficiency and decarbonization, and resilient infrastructure that powers the next generation of AI.
Three convergent investment themes.
Each theme sits at a step-change moment — where technical depth, capital and policy align to create category-defining companies.
AI for Energy
- Vertical AI for power, utilities and industrial operations
- Grid analytics, forecasting and automation
- AI-enabled storage and distributed energy
Energy for AI
- Data center power, cooling and optimization
- Grid infrastructure for high-density compute loads
- On-site generation, storage and microgrids
AI for Decarbonization
- Methane and emissions intelligence
- Operational efficiency and flaring reduction
- Carbon management and CCUS
