macro.one Information

macro.one is an AI infrastructure investment firm deploying institutional capital into the physical layer of the AI economy. What We Do We build and scale AI infrastructure platforms across four core verticals: - AI FACTORIES: AI-ready data centers and compute facilities designed for high-density workloads, with modular deployment and superior power economics. - ENERGY: Power generation, distribution infrastructure, and long-term supply agreements that solve the binding constraint in AI infrastructure deployment. - TELCO INFRASTRUCTURE: Fiber networks, dark fiber assets, and connectivity infrastructure enabling low-latency, high-capacity data transmission between facilities and end users. - AI VALUE CHAIN: OEMs and suppliers of critical components and services including semiconductors, specialized cooling systems, power equipment, fiber, and networking hardware that enable AI infrastructure operations. Why We're Different We are operators who built the industry. We founded and scaled KIO to over 50% market share in Mexico, creating the region's first billion-dollar digital infrastructure exit. We've deployed over $4.6 billion across infrastructure transactions and understand how to build platforms that scale and exit at institutional multiples. We underwrite execution risk, not just spreadsheets. Our edge combines deep technical expertise, local market knowledge, and proven ability to navigate complex regulatory and energy landscapes that create barriers for others. Who We Serve Institutional LPs, family offices, and strategic partners seeking differentiated exposure to AI infrastructure in high-growth, undercapitalized markets with institutional governance, transparent reporting, and significant GP alignment.