AI & Data Infrastructure

Investing in cloud computing, data centres, machine learning platforms, and intelligent infrastructure powering the digital economy.

$1.8T+

AI & data market by 2030

175ZB

Global data by 2025

35%

Annual AI compute growth

100M+

AI-related jobs by 2030

We invest in the foundational technologies that enable the AI revolution and the data-driven economy. From cloud infrastructure and data centres to machine learning platforms, edge computing, and intelligent networking, we back the companies building the digital backbone of tomorrow.

With global data volumes set to reach 175 zettabytes by 2025 and AI compute demand growing at over 35% annually, the need for robust, scalable, and intelligent infrastructure has never been greater. Our investments target companies that combine technological innovation with scalable business models, addressing critical challenges in data processing, storage, security, and analytics across industries and geographies.

Artificial intelligence is the new electricity, and data is the new oil. We invest in the infrastructure that will power the next generation of intelligent applications and services.

— Jonathan Chen | Founder & CEO, JURNI CAPITAL

Our Investment Themes

Four pillars that define our approach to AI & Data Infrastructure investing.

Cloud & Data Centre Infrastructure

Hyperscale data centres, cloud-native platforms, edge computing nodes, and colocation facilities that power the global digital economy with low latency and high reliability.

AI Platforms & Machine Learning

Large language models, computer vision platforms, MLOps tooling, and enterprise AI applications that enable businesses to harness the power of intelligence at scale.

Data Orchestration & Analytics

Data lakes, streaming analytics, real-time processing engines, and business intelligence platforms that turn raw data into actionable insights for decision-making.

Intelligent Networking & Security

Zero-trust security, AI-driven threat detection, software-defined networking, and autonomous network management that protect and optimise the flow of data.

Our Philosophy in Practice

We believe that AI and data infrastructure represent the most critical investment opportunity of the digital era. Every industry – from healthcare to finance, energy to agriculture – is being transformed by the ability to collect, process, and act on data at scale. We partner with visionary founders and established players alike who are building the platforms and infrastructure that will enable this transformation. Our investments target companies that can scale globally, deliver sustainable competitive advantages, and create lasting value as the digital economy continues to expand.

Interested in AI & Data Infrastructure?

Discover how our sector expertise can help you capture opportunities in the foundational technologies of the digital age.

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