Backing the operators rebuilding America's industrial base.
James selectively invests in and advises founders building at the intersection of energy, advanced manufacturing, and AI infrastructure.
Three converging frontiers.
The defining companies of the next decade will sit where energy, manufacturing, and compute meet. James focuses his capital and time there.
Energy & power
Generation, storage, grid, and the hard infrastructure that makes clean, abundant energy real — from project development to deployment.
Advanced manufacturing
Automation-first, software-defined industrial businesses that re-shore critical supply chains and scale with discipline.
AI infrastructure
Compute, data centers, and the distributed systems that turn energy into intelligence — the physical layer of the AI economy.
More than capital — an operator in your corner.
Operating experience at scale
22+ years deploying gigawatts and billions of dollars of infrastructure — practical, hard-won knowledge of how to actually build.
Global execution
Teams and projects delivered across Africa, the UK, Australia, the US, and Mexico — across regulatory, capital, and cultural complexity.
Manufacturing & scale-up
Direct experience designing and ramping a next-generation, AI-driven production line from first output toward giga scale.
Capital & strategy
A network across energy, industrial, and technology capital, and a clear view of where the energy-and-compute thesis is heading.
Engagements are selective and hands-on.
James takes on a small number of advisory roles and board seats where his operating experience can move the outcome. If you're building something ambitious in energy, manufacturing, or AI infrastructure, reach out with a short note on what you're building and where you need help.
Building at the energy–manufacturing–AI frontier?
Send a brief overview of your company and the kind of partnership you're looking for.
Disclosures. The information on this page is provided for general informational purposes only and is not investment, financial, legal, or tax advice, nor a recommendation to buy, sell, or hold any security or make any investment. Nothing here is an offer or solicitation to buy or sell any security or to provide investment advisory services in any jurisdiction where such an offer or solicitation would be unlawful. James Holmes is not a registered investment adviser or broker-dealer, and contacting him or using this site does not create an advisory, fiduciary, or client relationship. Any investing or advisory work is undertaken selectively and privately and involves significant risk, including the possible loss of capital. Past involvement with any company is not indicative of future results.