As artificial intelligence reshapes global industries, the demand for physical infrastructure—data centers, energy systems, and industrial facilities—has never been greater. McKinsey estimates a $6.7 trillion investment gap in digital infrastructure by 2030, creating extraordinary opportunities for investors focused on real assets.
Puro Capital is positioning itself at the intersection of this megatrend, focusing on the companies that build, maintain, and operate the physical backbone of the digital economy. From electrical contractors serving data center buildouts to specialized industrial maintenance firms supporting energy infrastructure, the firm targets businesses that are essential to the AI revolution but often overlooked by technology-focused investors.
“Everyone is focused on the software layer,” notes the firm. “We focus on the picks and shovels—the real assets that make AI possible. These are businesses with tangible revenue, long-term contracts, and critical roles in supply chains that cannot be disrupted by software alone.”
The infrastructure investment thesis aligns with Puro Capital’s broader strategy of acquiring established, cash-flowing businesses in sectors with strong secular tailwinds and high barriers to entry.