The AI economy requires compute located next to power, and national data-sovereignty requirements are turning secure digital infrastructure into a distinct, defensible asset class. The right geographies cannot be replicated — first-mover positioning creates durable moats.
Our thesis connects the energy and digital sides of the same transition: renewable generation, storage that balances it, and compute that consumes it on-site. In Turkey, we focus on sovereign-grade data infrastructure where location and structure compound into lasting advantage.