Data Center Energy Infrastructure

The power demands of AI are creating a significant bottleneck for data centers. This exploration focuses on the multi-billion dollar market for energy infrastructure. The goal is to identify startups innovating in areas like microgrids and advanced conductors to solve the “time to power” issue and meet the urgent energy needs of AI workloads.

Exploration Team

  • Fund EX1

David Delfassy

Investment Director
  • Fund EX1

Sam Hill

Investment Analyst
  • Fund EX1

Adam Erlichman

Investment Analyst
  • Fund EX1

Katherine He

Investment Associate
  • Fund EX1

Joshua Rubnitz

Investment Analyst