AI, electrification, and reshoring are driving extraordinary new demand for power — and the grid we have was never built for it.
Every hyperscale campus needs dedicated substations, generation, and cooling. Every semiconductor fab and battery plant adds to the load. Building this infrastructure layer is a generational undertaking, and it runs on capital.
We work with developers, utilities, and infrastructure sponsors to structure and place the project-level capital this moment demands — from early-stage development through construction and permanent financing.
Training and inference are multiplying power demand faster than utilities can add supply.
Transmission, substations, and storage all need rebuilding for a new scale of demand.
Fabs, battery plants, and industrial reshoring are pulling power-hungry capacity back onshore.