AI Infrastructure Partners

?? The Backbone of AI Data Centers: Innovation, Precision & Partnership ?? In the race to power AI-driven data centers, the semiconductor supply chain plays a mission-critical role. From wafer fabrication to subsystem manufacturing, every step demands unparalleled precision and innovation to meet the industry's ever-growing performance and efficiency requirements. As Corey Hoffman, AIIP General Partner Advisory Board member, aptly puts it: “The pressure to meet deadlines while maintaining quality is immense, and it’s clear that having reliable, creative partners who can provide both products and custom solutions is essential to success. In fast-paced, complex projects like these, any improvement in efficiency—whether through innovation in fabrication, materials, or workflow—can be the difference between on-time delivery and costly delays.” At AI Infrastructure Partners, we believe true collaboration between OEMs, subsystem manufacturers, and installation teams is the key to unlocking efficiency and staying ahead of the curve. ?? Advanced metal fabrication & precision engineering are streamlining the semiconductor supply chain. ?? AI-focused chip manufacturing innovations are pushing the limits of energy efficiency & performance. ?? Strategic partnerships in engineering & fabrication reduce lead times and enhance competitiveness in AI-driven markets. With demand for AI chips soaring, only those who embrace cutting-edge innovation & supply chain resilience will lead the future of AI infrastructure. ?? READ the Full Article by Jason Frank: https://lnkd.in/gwXnJxfs #AI #Semiconductors #Innovation #SupplyChain #AIInfrastructure #EngineeringExcellence Damon Pitler

Craig Singleton, thank you for your thought and action leadership to advance #nationalsecurity priorities. I look forward to your testimony. EVelution Energy AI Infrastructure Partners

?? AI is driving unprecedented demand for advanced semiconductors—but the supply chain faces growing challenges. The backbone of AI innovation lies in semiconductor manufacturing—a complex, capital-intensive process requiring extreme precision and cutting-edge technology. From EUV lithography and high-NA advancements to specialized subsystems manufacturing, every element of the supply chain must scale to meet the demands of hyperscale AI data centers. ?? What’s at stake? - AI accelerators like GPUs, TPUs, and ASICs are reshaping chip demand - Energy consumption and cooling challenges are intensifying in AI data centers -Geopolitical risks and supply chain disruptions are making onshoring essential - The CHIPS Act is accelerating domestic semiconductor infrastructure investments At AI Infrastructure Partners (AIIP), we focus on the picks and shovels of the AI Supercycle—investing in the critical infrastructure behind semiconductor manufacturing, data centers, and energy systems. ?? Industry expert Jason Frank dives into the critical components of the semiconductor supply chain and its pivotal role in AI’s future. Read the article by clicking below. #AI #Semiconductors #DataCenters #PrivateEquity #Manufacturing #AIInfrastructure Bill Woodruff, CAIA Damon Pitler

?? AI is driving unprecedented demand for advanced semiconductors—but the supply chain faces growing challenges. The backbone of AI innovation lies in semiconductor manufacturing—a complex, capital-intensive process requiring extreme precision and cutting-edge technology. From EUV lithography and high-NA advancements to specialized subsystems manufacturing, every element of the supply chain must scale to meet the demands of hyperscale AI data centers. ?? What’s at stake? - AI accelerators like GPUs, TPUs, and ASICs are reshaping chip demand - Energy consumption and cooling challenges are intensifying in AI data centers -Geopolitical risks and supply chain disruptions are making onshoring essential - The CHIPS Act is accelerating domestic semiconductor infrastructure investments At AI Infrastructure Partners (AIIP), we focus on the picks and shovels of the AI Supercycle—investing in the critical infrastructure behind semiconductor manufacturing, data centers, and energy systems. ?? Industry expert Jason Frank dives into the critical components of the semiconductor supply chain and its pivotal role in AI’s future. Read the article by clicking below. #AI #Semiconductors #DataCenters #PrivateEquity #Manufacturing #AIInfrastructure Bill Woodruff, CAIA Damon Pitler

Private-equity executives entered 2025 with high hopes for a dealmaking recovery that is lifting payouts to fund investors and powering fundraising. The industry’s latest earnings reports showed a rebound in annual distributable earnings and other metrics that track cash that can be returned to shareholders,?after reporting double-digit declines?for 2023. “Through January, the private pipelines that we see have been quite strong,”?Ares Management?Chief Executive?Michael Arougheti?said at a recent?Bank of America?conference. He cited publicly traded business development company?Ares Capital’s?strong increase in investment commitments during the month to around $1.2 billion against a roughly $1.8 billion investment backlog as of Jan. 28. “So, there are indicators that the animal spirits are, in fact, moving and that people want to transact,” Arougheti said. “But there [are] headwinds and those headwinds may slow some of that enthusiasm,” he said, referring to uncertainty, including inflation trends and the Trump administration’s tariff policies. Comments by Arougheti and other private-equity executives echoed ones by investment bankers and others whose fourth-quarter earnings reports noted deals are getting done and the market for mergers and acquisitions is coming unstuck. While acknowledging the M&A market’s sluggishness,?Blackstone?Chief Financial Officer?Michael Chae?said during the BofA conference his firm’s view backs the bullish tone among dealmakers. “We see this pipeline really filling and taking off, perhaps more second quarter than first quarter in terms of announced, signed deals,” Chae said. He also noted Blackstone invested $134 billion last year, up 81% from 2023.

We like the lower-middle-market.

LPs are increasingly acquiring minority stakes in GPs ? McKinsey & Company surveyed 333 institutional LPs, of which 43% commit capital to GP Stakes funds, and more than half of those 43% are considering purchasing GP Stakes directly ? Sovereign Wealth funds are among the most interested parties, with 70% of them contemplating direct GP Stakes investments #GPStakesNews #GPStakes Never miss a post: GPStakesNews.com

The Next Big Investment Opportunity: Industrial Modernization The modernization of the industrial sector represents one of the most significant value creation opportunities of the next decade. As the U.S. commits to re-establishing itself as a leader in hardware and manufacturing technology, AI-driven automation, advanced materials, and next-gen supply chains are unlocking new efficiencies across industrial operations. For investors, this isn’t just a trend—it’s a fundamental shift. The combination of reshoring, energy transformation, and AI-driven optimization is creating a once-in-a-generation opportunity to build and scale the infrastructure that will define the future of American industry. The next wave of value creation won’t come from software alone. It will come from the intersection of AI and physical infrastructure—where data meets production, and automation meets the factory floor. The firms that recognize this shift early will be the ones that capture the most upside. This may also be the right time to rethink where capital is allocated. Yesterday’s winners—pure software plays and asset-light business models—won’t be the only drivers of returns going forward. The industrial backbone of the U.S. is being rebuilt, and the best opportunities will be found where AI, automation, and manufacturing converge. The investment landscape is shifting. The question is: Are you shifting with it? #AI #PrivateEquity #IndustrialTech #Manufacturing #InvestmentOpportunities Jason Frank Damon Pitler AI Infrastructure Partners

AI Infrastructure: DEFINED AI is more than just algorithms and applications—its success depends on the infrastructure that powers it. While the top of the stack, where AI models and applications live, captures the most hype (and sky-high valuations), real value lies in the foundational layers. ?? Chip manufacturing & data centers – The capital-intensive engine behind AI. ?? Essential AI infrastructure – Where we focus. Hyperscale power systems, modular data centers, and advanced hardware manufacturing—solving bottlenecks and unlocking scale. ?? Generic infrastructure – The power grids and logistics that support everything, but with fewer AI-specific value premiums. The biggest gaps—and the biggest opportunities—exist in AI infrastructure. It’s where pricing power, sustainable growth, and strategic advantages are strongest. Our team brings decades of investment expertise and deep operational insight to capture these tailwinds. AI is scaling fast. The right infrastructure will determine who wins. #AIInfrastructure #Investing #PrivateEquity #AISuperCycle

?? ??????????’?? ?????? ????????: ???????????????? ?????? ?????? ???????? ????????? ?? ???????????? ????????????????: Speculation has led to significant discussions among investors and analysts regarding Intel's future strategy and market position. Recent reports suggest that Intel will spin off its Intel Foundry division, with potential involvement from TSMC. According to Baird analyst Tristan Gerra, discussions within the Asian semiconductor supply chain indicate that the U.S. might facilitate TSMC sending engineers to Intel’s fabs. This collaboration would leverage TSMC's expertise to enhance Intel's manufacturing. The proposed spinoff could result in a new entity jointly owned by Intel and TSMC, managed by TSMC, and eligible for CHIPS for America funding. ?????? ???????????????????????? ?????? ??????????’?? ?????????????????? ?? ???????????? ?????????? ?????????????????????? – Suppliers may need to adjust contracts and pricing structures as Intel Foundry shifts from an in-house operation to a more TSMC-driven model. This could mean new vendor qualification processes, different purchasing strategies, or volume shifts. ?? ?????????????????? ?????????????????????????????? – Some existing Intel suppliers may lose business while others gain access to TSMC's global supply chain—a potential gateway to a larger customer base. ?? ???????????? ?????????? ???????????? & ?????????????????????? – Suppliers could face delays in capital expenditures or contract renegotiations, especially if TSMC reshapes Intel’s fab strategy. ?? ?????????????????? ???????????????? ??????????????????????????– A shift toward TSMC-led operations may reduce Intel’s reliance on smaller, specialized suppliers in favor of TSMC’s existing preferred vendors. Companies that don’t align with TSMC’s procurement approach could be at risk. ?? ???????? ????????? ???? ???????? ?? ???????? ???????? ?????? ?????????? ?????? ?????????????? ???? ?? ?????????? ??????? ??????’?? ??????????????! ?? Thank you, TheStreet, for the reporting. Full article here: https://lnkd.in/gC7i8yCw #Intel #TSMC #Semiconductors #AIChips #Foundry #TechLeadership Bill Woodruff, CAIA