Lisa Su
CEO, Advanced Micro Devices
“We are two years into a ten-year AI buildout.
A portfolio of critical infrastructure businesses powering the next industrial revolution.
The local execution layer of the U.S. grid — electrical contractors, underground utility providers, and high-voltage specialists.
Fiber and data network builders — the secure, high-capacity backbone connecting AI, automation, and the modern grid.
Mission-critical site development for hyperscale data centers, advanced manufacturing, logistics networks, and strategic infrastructure across the Southeast.
As power demand outpaces supply for next-generation AI, electrification, data, and compute, the businesses within the AGP portfolio will be the essential businesses physically restoring and modernizing the country's energy, water, and data systems—serving as the execution layer that brings the next generation of infrastructure online.
Six specialized verticals across the U.S. infrastructure stack — the operating layer behind AI, electrification, and data.
Specialized electrical contractors that build and maintain the systems that move power across the grid. Upgrading mission critical, industrial, and commercial facilities to meet rising electrical demand and unlock the bottleneck to compute, forming the backbone of digital infrastructure.
Businesses that prepare land for power, data, and large-scale industrial demand, enabling hyperscale data centers, advanced manufacturing, and logistics networks across the Southeast.
Businesses that build and maintain the infrastructure below the surface, installing underground conduit networks, fiber pathways, and wet utility systems that carry power, data, and water, enabling site readiness and the physical connection of the grid to modern infrastructure.
Businesses that build and upgrade the physical networks that move data, installing fiber, conduit, and connectivity systems across the built environment to support automation and high-capacity data flow, enabling modern infrastructure to operate at scale.
Businesses that build and maintain the water systems that support the grid and the digital economy, installing and modernizing piping, pumping, and thermal infrastructure that manage heat and deliver reliable water at scale, enabling substations and modern infrastructure to function.
Businesses deploying solar, geothermal, and battery energy storage systems to support distributed generation and grid flexibility at high-demand sites.
AGP companies operate from established bases across the Southeast and Ohio Valley, close to the customers, crews and infrastructure corridors they serve.
Compute is no longer the bottleneck. The bottleneck is physical — power, electrification, and the contractors who actually deliver it.
Our problem is not a lack of chips, but a lack of places to plug them in.Satya Nadella CEO, Microsoft · October 2025
“We are two years into a ten-year AI buildout.
“The real bottleneck is the physical infrastructure required to deliver power.
“The next LeBron James will be an electrician.
“Computing is undergoing a fundamental shift, and it's going to require a massive buildout of infrastructure.
“The United States is short compute, power and chips. A new asset class will be created buying futures of compute.
Joining AGP allows us to keep our identity, customer relationships, and regional capabilities while benefitting from a national network.
A tremendous amount of the opportunity exists inside existing infrastructure. As artificial intelligence matures beyond software and into the physical economy, those facilities will require significantly more electrical capacity, controls, connectivity and supporting infrastructure as they prepare for the next generation of manufacturing and automation.