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The physical layer
of intelligence.

Artificial intelligence is software that runs on concrete, copper and electrons. We own and build the infrastructure that makes intelligence possible at planetary scale.

AI & Digital Infrastructure
Investment Thesis

Every advance in AI capability translates into demand for physical assets: hyperscale and edge data centres, high-density compute, subsea and terrestrial fibre, cooling systems, and dedicated power.

The binding constraint is no longer chips alone but powered land, grid connections and the capital to build at speed. We combine our energy and digital expertise to deliver power-to-compute solutions that few investors can underwrite alone.

Focus Areas

Where we invest.

01

Hyperscale & AI data centres

Purpose-built, high-density campuses leased to investment-grade tenants.

02

Powered land & energy campuses

Sites with secured grid and on-site generation, co-located with clean baseload.

03

Fibre & connectivity

Long-haul, metro and subsea networks that move data between compute clusters.

04

Cooling & critical systems

Liquid cooling, power electronics and the components that keep compute running.

Our Approach

How we create
value.

01

Power-first origination

We begin with energy — securing interconnection and clean supply before the first building is designed.

02

Build-to-suit partnerships

Long-term leases with hyperscalers and AI labs underpin development risk.

03

Integrated platform

Our energy, nuclear and digital teams work as one to deliver complete campus solutions.

Investment Criteria

What we look for.

Founders, developers and sponsors with opportunities that fit our criteria are invited to contact our origination team.

Submit an Opportunity
  • Platform and project-level equity
  • Stabilised and development assets
  • Global coverage across primary and emerging hubs
  • Long-term contracted revenues
Partner with Blacksaila

Let’s build what
endures.

Partner with us as an investor, a founder, or a member of our team.