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
$22B
46 opportunities
DC Power Growth
2.3x
Global by 2030
↑ 15% CAGR
Avg. Score
77
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 2.3x by 2030. ASEAN alone grows 7.5x. APAC to be 40% of global DC capacity.
Sustainability Imperative
Indonesia: 23.7 GW geothermal potential (only 12% developed). ASEAN Power Grid: $12.5B ADB + World Bank commitment.
Capital Opportunity
$800B APAC DC investment by 2030. Indonesia RUPTL: 42.6 GW renewable target. Malaysia DC market: $6.15B → $11.4B by 2031.
Investment Themes
Five high-conviction themes across the value chain
Geothermal
AI workloads require 24/7 reliable power that intermittent renewables alone cannot provide. ASEAN's geothermal resources (Indonesia #2, Philippines #5 globally) provide scalable zero-carbon baseload.
$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. ASEAN Power Grid is critical infrastructure for the AI boom.
$100B
by 2030
12%
CAGR
Featured Opportunities
Highest-scoring investments in our pipeline
Supreme Energy Muara Laboh Expansion
Indonesia • Power Generation
$93M
Project Finance
Keppel DC REIT
Singapore • Data Center
$200M
REIT
Pertamina Geothermal Energy (PGE)
Indonesia • Power Generation
$300M
Equity
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.