Problem
- The team needed independent context before allocating diligence time to an AI infrastructure theme.
Research Approach
- Mapped infrastructure vendors, buyer categories and growth signals.
- Reviewed public sources, vendor positioning and operating constraints.
- Built an evidence-backed market map for investment committee discussion.
Deliverables
- Market map
- Vendor ecosystem profiles
- Risk and uncertainty memo
- IC-ready summary
Decision Supported
- Whether an AI infrastructure thesis had enough evidence for deeper diligence.
Outcome
- The investment team gained a structured view of market segments, vendor roles and assumptions needing further diligence.