Artificial intelligence is driving a multi-trillion-dollar transformation in digital infrastructure, further amplified by the urgent push to onshore critical capabilities and strengthen supply chains. This shift has created unprecedented demand for the hardware, services, and expertise essential to supporting AI’s growth, but the ecosystem faces bottlenecks and inflated valuations tied to AI hype.

AI Infrastructure Partners (AIIP), an operator-led private equity firm, focuses on "picks and shovels" opportunities within AI infrastructure. With deep industry expertise, AIIP identifies and partners with established businesses addressing key challenges in chip manufacturing, data centers, and energy systems, enabling them to scale effectively and support the AI revolution. This approach positions our investments to achieve sustainable growth while reinforcing America’s leadership and resilience in the AI Supercycle.

With AIIP, investors gain access to the foundational businesses shaping the future of technology and economic security—poised for growth in the new era of AI-driven innovation.