Backing Builders Who Turn AI Into Action

The rapid growth of AI and data centers is creating unprecedented demand for electricity, making “time-to-power”—how quickly facilities can access electricity—a critical challenge. BGV sees significant investment opportunities in AI-driven software, automation, and robotics that can accelerate energy projects, optimize existing power infrastructure, improve data center efficiency, and enhance reliability and safety. Building on its experience in the energy sector, including Schneider Electric’s acquisition of AiDASH, BGV aims to invest in technologies that make energy infrastructure smarter, faster, and more efficient rather than directly financing power plants or other large physical infrastructure.

The Q2 edition examines what it takes to make an enterprise AI native, including the operating model changes leaders must make to turn pilots into outcomes. It looks at how software pricing is shifting from seats toward work performed and why GenAI costs can surprise companies as adoption scales. Financing updates and perspectives on Physical AI, healthcare, and enterprise infrastructure show how those ideas are taking shape across BGV’s portfolio. The edition connects strategic decisions inside large organizations with the startups building new systems to deliver measurable work and value.

This edition explores the infrastructure behind the next intelligence stack, from rising energy demand and data centers to world models that learn from the physical world. It also looks at Enterprise 5.0 and the move from AI copilots toward systems that execute work across complex business processes. The issue rounds out those themes with financing updates, perspectives from BGV’s network, and examples of AI changing how enterprises operate. Together, these stories show how advances in computing, energy, and enterprise software are reshaping the conditions for building and scaling AI-native companies.