STRATEGIC FORECAST // 2035
The Convergence: Green Infrastructure & AI Networks
By 2035, the distinction between “energy companies” and “technology companies” will have vanished. Every unit of power will be accounted for by an AI-driven ledger, and every data centre will be powered by a dedicated green micro-grid. This is not a transition; it is a total rebuilding of the global operating system.
01 // GREEN INFRASTRUCTURE
Focusing on grid-scale storage, transmission upgrades, and distributed generation. We secure entry positions in capital-intensive assets where public actors move slowly.
02 // AI-DRIVEN NETWORKS
Strategic value has migrated to the rails: data centres, fibre routes, and low-latency links. We back the infrastructure that the world must rent to participate in the AI wave.
03 // ASYMMETRIC CONVERGENCE
Smarter grids and automated logistics require both physical assets and digital overlays. We orchestrate both to extract outsized economics from systems others view as commodities.
2035 is not a forecast date; it is a design horizon. Capital allocated today into the right combination of green assets and AI-enabled networks should still be relevant — and more valuable — long after individual headlines and cycles have faded.