wired for tomorrow.
Capital markets have categories. Transformative companies don't.
The companies wiring AI into power, compute, and machines live between them. Too proven for venture. Too kinetic for infrastructure. They need growth-stage capital with project finance fluency.
Switchyard was built to provide it.
The Intersection
of ai & infrastructure
Energy firms understand kilowatt-hours and offtake agreements but miss the software layer. Technology funds understand compute architecture but have never permitted a physical asset. AI funds can model the algorithm but struggle when the algorithm needs to operate in a hospital corridor or on a factory floor at 3am.
Switchyard is built differently — because these sectors don't operate in isolation, and neither should the investor backing them.
Re-Electrification
The Energy Transition
Storage, virtual power plants, grid-edge infrastructure, and the software that makes distributed energy dispatchable — the assets rewiring a power system that wasn't built for the load, the volatility, or the participation it now has to carry.
Edge Compute
Compute built for the places the cloud can't reach.
Factories where milliseconds run the line, hospitals where data can't leave the building, warehouses where compute belongs on the floor, not in the cloud.
PHYsical AI
the Intelligence Layer
Robotics, autonomous systems, and AI-enabled operations that turn machines into productive assets — equipment that runs continuously, learns from every cycle, and improves with use.