Preferred Industries
Industry Trends & Economic Outlook
AI and hyperscale computing are transforming global infrastructure demand. The U.S. alone will require over 50GW of new data center capacity by 2030, representing over $500 billion in capital deployment. Federal agencies have prioritized AI infrastructure as a matter of national security, unlocking fast-track permitting and federal land access across 16 strategic sites. The global hyperscale market is projected to reach $158 billion by 2030, driven by real-time analytics, AI acceleration, and cloud-native apps.
Why Agila is Investing
Agila operates a geographically diversified AI infra platform with 50+ hand-selected sites across the Americas, targeting coal-transition zones and manufacturing corridors with optimal fiber access and power availability. Projects integrate advanced cooling, grid flexibility, and clean energy. Agila’s co-location model supports hyperscalers, AI labs, and health/logistics sectors, driving multi-sector resilience while securing public-private support, job creation, and ecosystem growth across strategic markets.
Industry Trends & Economic Outlook
The U.S. is undergoing a manufacturing renaissance. Over 406,000 jobs were tied to reshoring and FDI in 2023, with annual investment in new facilities reaching $225 billion—a record even after adjusting for inflation. Semiconductors, EVs, and clean tech are at the forefront, supported by major federal legislation like the CHIPS and Science Act and Inflation Reduction Act. Global supply chains are being restructured, and demand for critical minerals like lithium and copper is expected to quadruple by 2040.
Why Agila is Investing
Agila finances plant-level infrastructure and private operators in mission-critical verticals including semiconductors, logistics, automotive, and defense. Its demand-driven strategy supports domestic capacity building and foreign dependence reduction. Through Dequity, Agila captures upside while offering downside protection, positioning itself as a strategic partner to U.S. reindustrialization and supply chain resilience.
Industry Trends & Economic Outlook
Global energy demand is projected to rise nearly 50% by 2050. To meet climate targets, clean energy investment must hit $4.5 trillion annually by 2030, according to the IEA. In the U.S., the Inflation Reduction Act has committed $400 billion+ toward renewable energy via tax incentives and loan guarantees. Renewables are expected to make up two-thirds of total energy supply by 2050.
Why Agila is Investing
Agila invests in grid-adjacent, energy-secured infrastructure to support both legacy and clean energy systems. Its strategy focuses on platforms that serve as critical links between generation, storage, and consumption. Partnering with utilities and private capital (aligned with 80% of U.S. utility leaders’ investment plans), Agila mitigates risk while unlocking value from energy-linked infrastructure. Projects are insulated from volatility and positioned to benefit from structural shifts in energy markets.
Industry Trends & Economic Outlook
As corporates adapt to digital transformation, evolving regulations, and global labor trends, demand for scalable outsourced services continues to grow. Business services are characterized by stable recurring revenues, low capex, and strong EBITDA margins, offering resilience through cycles. The sector also plays a strategic role in digitizing infrastructure, supporting talent mobility, and managing supply chain complexity.
Why Agila is Investing
Agila backs high-growth, founder-led platforms in HR, compliance, IT, logistics, and financial services. By leveraging its co-GP ecosystem, Agila accelerates EBITDA growth, expands blue-chip client relationships, and facilitates cross-portfolio synergies. These companies serve as operational anchors across Agila’s infrastructure and real estate investments, supporting vertical integration and long-term value creation.
