Seraya Partners, an independent private equity fund based in Asia, has released a whitepaper titled “The High Energy Convergence,” which explores the impact of artificial intelligence (AI) adoption and energy market volatility on infrastructure investment in the Asia-Pacific region. The report highlights the challenges posed by energy constraints and grid bottlenecks, which are influencing the next phase of infrastructure growth across Asia.
The whitepaper reveals that Asia-Pacific’s data centre capacity is expected to increase from approximately 32 gigawatts (GW) in 2025 to 57 GW by 2030, driven largely by AI workloads. It also estimates that around $2t in energy transition investment will be necessary by 2030 to meet the rising demand for digital and electrification solutions. Large-scale AI facilities are increasingly requiring power capacities of 100 megawatts (MW) or more, underscoring the need for integrated digital and energy infrastructure solutions.
James Chern of Seraya Partners commented, “AI-driven demand and power constraints are converging to reshape Asia’s next infrastructure cycle. This is creating a structural shift towards more integrated digital and energy infrastructure solutions across the region.”
The report identifies several key themes, including the importance of grid access, interconnection timelines, and energy security in determining infrastructure development. It also highlights the rise of integrated digital-energy infrastructure models, such as data centres paired with distributed energy and battery storage solutions.
Seraya Partners, headquartered in Singapore, manages $2.5b in assets and focuses on middle-market platform investments in digital infrastructure and energy transition sectors across the developed Asia-Pacific region and Southeast Asia.
