AI Infrastructure
Power and land, data centers, AI-optimized silicon (ASICs/GPUs), proprietary power pipelines, energy storage and cooling — the picks-and-shovels of the AI era.
Increment Capital is a technology investment firm that fuses flexible capital with an active corporate development approach to investing in AI Infrastructure in Asia and the U.S.
Together with our capital and ecosystem partners, we support companies from Seed to IPO to build enduring global technology businesses.
We invest at the genesis of innovation, often at pre-seed or seed, across the entire AI value chain.
We continue support with creative equity and debt capital solutions with ecosystem partners to source and scale outliers.
A long-term strategic partner, we invest where we have unique insights to source and scale outliers: industry defining LLMs, AI tooling and inference, AI-optimized semiconductors, vertical AI businesses, Blockchain x AI applications, digital infrastructure, robotics, advanced power generation and cooling.
In-house corporate development capabilities to help accelerate growth through strategic acquisitions, operational improvement and AI/technology adoption.
Three strata of compounding value — from the picks-and-shovels of compute, to the intelligence layer, to autonomous agents acting in the physical world.
Power and land, data centers, AI-optimized silicon (ASICs/GPUs), proprietary power pipelines, energy storage and cooling — the picks-and-shovels of the AI era.
Frontier and specialized foundation models, RL-distilled architectures, inference optimization and serving, MLOps, and the software layer powering production AI workloads.
AI and robotics applied to high-value industrial verticals — agents that perceive, decide, and act in the physical world. Compounding data flywheels in machining, manufacturing, mobility, and operations.
Our investment approach in early-to-growth stage companies is informed by collective experience across early-stage venture, growth equity, buyouts, PIPEs, special situations credit, operational turnarounds, spin-offs and restructurings.
Venture, Private Equity, Private Credit, Special Situations — a flexible, multi-asset approach to funding innovation at every stage.
Unique blend of public and private investment experience at world class organizations including Warburg Pincus, Clearlake Capital, Goldman Sachs, UBS and JPMorgan.
Employing a sector driven approach, we invest in consumer technology, blockchain, artificial intelligence and AI/Digital infrastructure businesses.
Strong technical expertise from leaders at Google, Microsoft, Amazon, and AMD — enabling diligence and value creation at every stage.
Hong Kong · Shanghai · Seattle