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Insights

Infrastructure Assets Group LLC Insights

Current perspectives on U.S. infrastructure, advanced industry and the IAG allocation approach.

Illustrative defense technology infrastructure; not a disclosed IAG customer or contract.
  • Oct 06, 2026

AI Defense Infrastructure: Capability, Dependencies and Disclosure

AI Defense Infrastructure includes equipment and support systems designed for demanding operating conditions. IAG's direction materials distinguish rugged edge computing, autonomous field logistics an...

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Illustrative automated industrial production complex.
  • Oct 06, 2026

Robotics and Automation: From Components to Deployment

Industrial automation combines physical equipment with integration and service. IAG's Robotics & Automation direction separates the components that enable movement from the systems that put that movem...

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Illustrative materials processing and refining complex.
  • Oct 06, 2026

Advanced Materials and Recovery: Understanding the Material Flow

A materials business needs a clear account of what goes in, what comes out and who purchases the output. IAG's Advanced Materials & Recovery direction distinguishes manufacturing inputs from recovery...

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Illustrative outdoor industrial cooling equipment and service pipework.
  • Oct 06, 2026

AI Thermal Infrastructure: Cooling as a Complete System

Dense computing equipment produces heat that must be removed while the equipment operates. AI Thermal Infrastructure treats cooling as a connected system of equipment, controls, integration and mainte...

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Illustrative optical interconnection floor with network equipment and overhead cable trays.
  • Oct 06, 2026

AI Optical Infrastructure: Connecting Compute at Scale

Compute systems need physical connections. AI Optical Infrastructure covers the components and assembly processes that move information between computing equipment, rather than treating the network as...

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Illustrative power generation and grid infrastructure.
  • Oct 06, 2026

Energy and Grid: The Systems Behind Usable Power

Usable electrical capacity depends on more than generation. Transformers, power distribution equipment and grid connection systems link the supply of electricity to the equipment that uses it. IAG's E...

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Illustrative industrial power infrastructure; not an IAG-owned facility.
  • Oct 06, 2026

Inside IAG: Six Directions, One Clear Allocation Approach

Infrastructure Assets Group LLC is a Delaware limited liability company formed on July 31, 2023. IAG focuses on U.S. infrastructure and advanced industry across six directions: energy and grid, optica...

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Illustrative grid-scale battery installation with separated equipment blocks and an electrical substation.
  • Oct 06, 2026

Battery Network: Storage, Grid Integration and Operating Discipline

Grid-scale batteries make stored electricity available when demand and system conditions change. IAG's Battery Network strategy focuses on utility-scale storage development and operation: battery syst...

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