Capital for The infrastructure of intelligence

Prince Street Group finances the metals and megawatts behind every AI data center — in exchange for a share of revenue for the life of the asset.

The AI Infrastructure buildout will Require $4-7 Trillion over the next 5 years.

Prince Street Group provides upfront capital to the companies building the physical infrastructure of artificial intelligence. In exchange, we receive a share of their future revenue for the life of the asset — typically 20 to 40 years.

We focus on two sources of return: critical minerals royalties (copper, uranium, rare earths, gallium, germanium) and power generation royalties (nuclear, dispatchable gas, geothermal). These are the materials and the energy that every data center needs to run.

We take no operating risk. We pay no operating costs. We hold positions for decades.

This is the durable, inflation-protected side of the AI buildout.

Royalty Business Model

Top-Line Cash Flow

Royalties are paid on the asset's gross revenue before any costs — high-margin, predictable income that scales directly with output.

Uncapped Commodity Upside

Full leverage to rising metal and power prices — more revenue with no additional capital and no additional risk.

Free Growth Optionality

Expansions, extensions, discoveries, and added capacity accrue to us at zero cost — embedded options on every asset.

Limited Cost Exposure

No capex, cost overruns, opex, or inflation escalation. The operator carries the costs; gross effectively equals net.

SENIOR & BANKRUPTCY-REMOTE

Real-property interests and senior claims that run with the asset — surviving operator bankruptcy, restructuring, or sale.

Capital Compounding

20–40-year mining and 15–25-year power contracts on a lean platform — compounding NAV per share, not headcount.

We focus on TWO VERTICALS within the Ai Infrastructure Buildout

The AI buildout is projected to drive $400–600 billion in mining Capex over the next 5-years, of which an estimated $80–240 billion is addressable through royalty and streaming structures.

CRITICAL METALS

The power generation Capex tied to AI is projected at $1.2–1.8 trillion over the next 5-years, with an estimated $180–540 billion addressable through royalty and streaming structures.

POWER

ASYMMETRIC RISK / RETURN IS OUR STRUCTURAL ADVANTAGE

Most managers focus on risk-adjusted returns, which reduce risk by shrinking both ends — smaller losses, smaller wins.

We reduce risk by structuring deals with limited downside and uncapped upside.

Same risk controls. Better upside.