AI, electrification, automation, and the digitization of every physical asset are colliding with a grid built before any of it existed. This next phase of the global economy, the Fourth Industrial Revolution, is driving unprecedented demand for power, connectivity, and physical infrastructure, pushing existing systems beyond their intended capacity and making infrastructure the primary bottleneck to growth. Trillions of dollars must be deployed to expand and modernize these systems, and AGP's thesis is that the specialized contractors and service providers building this infrastructure will generate outsized economic value over the next decade.
Every prior industrial revolution rode on a new physical infrastructure. AI, automation, and the digital economy depend on a grid, water, and data backbone that doesn't yet exist at the scale required.
AGP is investing in the modernization of all three.
The connectivity backbone for AI workloads, hyperscale compute, and the digital economy.
Power systems supporting electrification, industrial demand, and the load curve of AI infrastructure.
The underground utility layer delivering clean water, wastewater removal, and pressure infrastructure.
The 4th Industrial Revolution — driven by AI, electrification, automation, and data — is creating unprecedented demand for power, connectivity, and physical infrastructure.
"Our problem is not a lack of chips — it's a lack of infrastructure to deploy them."
"As AI adoption accelerates, energy and infrastructure are emerging as critical bottlenecks…"
"Wedbush Fund Advisers has launched the Dan Ives Wedbush AI Power & Infrastructure ETF (Ticker: IVEP), which it says will give advisors exposure to the companies powering the AI boom."
Source: Wedbush Fund Advisors. American Gridwork Partners Investment Research Group. EIA Annual Energy Outlook 2024, Goldman Sachs Research, McKinsey & Company.
Section 303 of the Defense Production Act has been activated. The White House has formally designated grid infrastructure as essential to national defense — AGP owns the contractors that install, repair, replace, and connect the physical systems behind America's power grid.
AGP is acquiring specialized contractors in the Southeast that install, repair, replace, and connect the physical systems powering AI, data centers, and the modern economy.
AGP is not betting on demand. AGP is acquiring the companies required to deliver it.
Source: White House Presidential Determination, April 20, 2026 (Section 303, DPA) · AGP Investment Research
The most consequential allocators in the world have publicly identified the same secular tailwinds AGP is acquiring against — power, AI, electrification, and the physical buildout that supports them.
Infrastructure investing is at the beginning of a golden age… we believe there is a need for trillions of dollars of investing in infrastructure related to our power grids, AI, the whole digitization of our economy…
By one estimate, global demand for infrastructure investment will total U.S. $68 trillion between now and 2040. This capital may come from governments, and both private & public markets, to fund many of the power plants, data centers, gas pipelines, and ports that are needed.
Public commitment to and investment in energy-related infrastructure is one of the most important parts of combating the climate crisis and running their businesses. Supporting the buildout of energy-related infrastructure with speed and scale is critical.
For founders, sellers, capital partners, and customers — reach out to AGP.
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