Artificial Intelligence is PSF’s first core investment theme. We focus on the infrastructure underpinning the AI economy: compute, data centres, enterprise AI platforms, agent architecture and knowledge infrastructure, rather than any single model or application.
Focus Areas
- AI compute (GPU, TPU, next-generation silicon)
- Data centres (capacity, land, power, cooling)
- Agentic AI and enterprise AI deployment
- AI governance and Enterprise Intelligence integration
Why PSF Is In AI
AI has moved from the application layer to the infrastructure layer. We believe long-term value accumulates at the intersection of power, land, operations and, not in any single model.