Private equity investment / 02

Data Centers & Artificial Intelligence

Data connects the world; intelligence extends human ingenuity. We focus on data centers and artificial intelligence to bring computing and technology to real industrial needs, enabling knowledge, services and opportunity to reach further.

Discuss an opportunity

Sector investment thesis

Connecting the world. Expanding human possibility.

Investment value in data centers and artificial intelligence depends on matching infrastructure capabilities with real commercial demand. Power, connectivity, compute and applications should be assessed as an interconnected system, while distinguishing technological momentum from durable revenue.

Areas of interest

Identify opportunities across the value chain

Data center infrastructure

Consider how location, power, connectivity, delivery capabilities and operating efficiency affect asset competitiveness.

Compute and supporting services

Understand business models in compute services, systems integration and supporting capabilities through customer demand and utilisation.

AI applications

Consider applications with clear use cases, measurable customer value and sustainable routes to market.

Due diligence priorities

Enduring value begins with sound judgment

Resources and delivery

Power availability, connectivity, construction timelines, equipment procurement and delivery constraints.

Customers and revenue

Customer concentration, contract quality, utilisation, renewal dynamics and pricing power.

Technology and costs

Technology change, equipment refresh, inference and operating costs, and maintenance requirements.

Data and governance

Data provenance and usage rights, information security, intellectual property and allocation of responsibilities.

Value creation

Where purpose takes shape

We aspire for technological progress to expand the capabilities of more businesses and people. Value creation centres on reliable infrastructure, effective use of compute and sustainable applications, aligning capacity with demand and helping innovation develop into repeatable, scalable services.

Connect with YAOX