When people ask what I think our best investment is, I usually say AirTrunk.

(And “best” to me is a risk-adjusted expected return profile)

This gigantic platform sits right at the intersection of two of the strongest themes:

1. AI infrastructure buildout

This is arguably the highest risk‑adjusted ROI place to be, because it doesn’t matter who wins the application layer.

A skilled, experienced team that can develop and operate data centers is invaluable to AI companies around the globe.

But what’s so critical is you HAVE to have access to large landbanks with power already secured, which AirTrunk does.

2. Emerging markets and high‑growth economies

AirTrunk develops and leases data centers across:

• Australia
• Hong Kong
• India
• Japan
• Malaysia
• Singapore
• …and is expanding into Saudi Arabia.

These economies have large populations, rapid growth, and are earlier in their compute buildout compared to the U.S.

McKinsey projects that AI‑specific data center capacity in APAC is expected to surge ~3.5x by 2030.

In India alone, AirTrunk plans to invest more than $30B by 2030.

In addition to those themes, they also have the backing of Blackstone, which brings much more than just capital:

• Blackstone owns and operates QTS, the largest data center platform in the world
• QTS has been one of the best investments in Blackstone’s history
• They’re now applying the same expertise and playbook to APAC and beyond through the AirTrunk platform

For a lot of $10M+ portfolios that already have heavy US tech exposure, this is the kind of global, real‑asset, AI‑linked exposure we want in the mix.

If you’re curious how something like AirTrunk might fit into a diversified, tax‑aware portfolio, the link to book a brief call is in my profile.