AI has turned computing into an industrial buildout: gigawatts of power, advanced cooling, silicon supply, and capital at infrastructure scale. SOLOMON PARTNERS works across the stack — evaluating and investing in the campuses, systems, and supply chains on which the intelligence economy will run.
The binding constraints on AI are now physical: grid interconnection queues, transformer lead times, liquid-cooling retrofits, and GPU allocation. Data-center economics have shifted from real-estate mathematics to energy and silicon mathematics, and underwriting has to shift with them.
We evaluate projects and companies the way an owner-operator would: power first, thermals second, network third, and only then the lease. The same lens drives our investment decisions and our diligence work for lenders and equity investors entering the sector.
Site power strategy and interconnection reality, PUE and liquid-cooling design, GPU and networking supply commitments, tenant credit and contract structure, modular and edge architectures, energy sourcing including renewables and storage, and the equipment chain from switchgear to CDUs.
Through Principal Investments we take positions across the capital structure — venture and growth equity, special situations, and co-investment alongside institutional partners — always underwritten by our own technical work rather than borrowed conviction.
Through our Technology Advisory practice we deliver independent assessments, technical due diligence, and written expert opinions in this sector for investors, boards, lenders, corporates, and government programs. Through Capital Formation we prepare and run fundraising processes for companies whose technology withstands our own scrutiny.
We invest in it, raise capital for it, and evaluate it. Tell us where you sit, and we will bring the relevant practice to the table.