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Independent analysis of data centre power architecture, autonomous operations, and the infrastructure behind AI. By Adi Kumar.
Advising PE sponsors, hyperscaler strategy teams, industrial acquirers, management consulting firms, and equity research on industrials, automation and control, and AI infrastructure. Commercial and technical diligence. How I work →
The Investment Layer

Sovereign capital and industrial policy

17 August 2026 · 24 min read · Updated 23 Aug 2026
Sovereign capital and industrial policy
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    Adi Kumar
    Adi Kumar

    Executive with 20+ years in AI data centre power, industrial technology, automation and control, and energy infrastructure. Prior operating roles at Eaton, Honeywell, Cisco, and BCG. Now writes independent analysis and provides advisory support

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    Advisory

    I advise PE sponsors evaluating industrials, automation and control, and AI infrastructure investments. I work with hyperscaler strategy teams on data centre and AI infrastructure decisions, with industrial acquirers on consolidation across the industrial and AI infrastructure stack, and with management consulting firms and equity research on their industrials and AI infrastructure work. Both commercial and technical diligence.

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