Marco Antonio Soriano, CEO of Soriano Motori Corp, explores how the AI revolution, energy transition, and transportation innovations are reshaping the investment landscape for premium electric mobility.
When we think of infrastructure, images of bridges, tunnels, and highways often come to mind. However, as I’ve observed in the rapidly evolving world of electric mobility, infrastructure today is far more dynamic and integral to the future of transportation. Drawing inspiration from industry leaders like Sean Klimczak, Global Head of Blackstone Infrastructure, I see a transformative shift in how we define and invest in infrastructure—one that aligns closely with Soriano Motori’s mission to pioneer premium electric motorcycles and urban mobility solutions.
In a recent discussion hosted by Blackstone, Klimczak highlighted how the AI revolution, energy transition, and transportation networks are driving unprecedented demand for modern infrastructure. These insights resonate deeply with our work at Soriano Motori, where we are not just building vehicles but contributing to a broader ecosystem that supports sustainable, high-performance mobility. Below, I’ll share my perspective on these trends, supported by key statistics and projections, to illustrate how Soriano Motori is positioned to lead in this dynamic landscape.
The AI Revolution: Powering Connectivity and Innovation
The rise of artificial intelligence is a catalyst for redefining infrastructure needs. AI-driven systems require robust data centers, which are projected to consume up to 9% of U.S. electricity by 2030, a significant jump from 3.5% today. Globally, data centers could demand nearly 1,000 terawatt-hours (TWh) in the next five years, equivalent to Japan’s total electricity consumption. This surge underscores the need for investments in power infrastructure and renewable energy to support AI’s energy-intensive operations.
At Soriano Motori, AI is integral to our design and manufacturing processes. Our proprietary electric drivetrains leverage AI to optimize performance, battery efficiency, and rider experience. For example, our Giaguaro Sportiva EV, praised by MotoGP champion Marco Melandri for its “duo flex” engine, uses AI to deliver real-time adjustments to power delivery, ensuring unparalleled agility. The following table highlights the growing demand for AI-driven infrastructure and its relevance to electric mobility:
Investing in AI-ready infrastructure—such as advanced manufacturing facilities and smart charging networks—is critical to scaling innovations like ours. This aligns with the broader trend of building digital infrastructure to support next-generation mobility, from autonomous ride systems to predictive maintenance for electric vehicles.
Energy Transition: The Backbone of Electric Mobility
The shift toward renewable energy is reshaping infrastructure investment. The U.S. power grid is projected to face an additional 333 TWh of electricity demand by 2030, driven by AI, electrification of transportation, and other factors. Globally, battery production capacity is expected to reach 4,700 GWh by 2030, with EVs accounting for ~4,300 GWh of demand. This growth requires significant investment in renewable energy, grid modernization, and battery storage.
At Soriano Motori, the energy transition is central to our mission. Our premium electric motorcycles rely on advanced battery systems that demand reliable, scalable charging infrastructure. We are exploring partnerships to integrate our vehicles with smart grids and renewable energy sources, ensuring sustainable performance. For instance, our R&D team is developing fast-charging solutions compatible with megawatt chargers, which can provide 100 km of range in just 5 minutes. The chart below illustrates the projected growth in global battery demand, highlighting the opportunity for investment in energy infrastructure:
This chart underscores the exponential growth in battery demand, driven by EVs, which necessitates investments in renewable-powered charging stations and grid enhancements. Soriano Motori is positioned to capitalize on this trend by delivering high-performance vehicles that align with sustainable energy solutions.
Transportation Networks: Redefining Urban Mobility
Transportation infrastructure is evolving to support the rise of EVs and urban expansion. Global electric vehicle sales surpassed 17 million in 2024, with projections estimating over 20 million in 2025, representing a 25% market share. The U.S. alone is investing $2.5 billion in EV charging projects, with states like New York planning to install over 10,000 new charging stations by 2030. These developments are critical for accommodating the growing EV fleet, including premium motorcycles like those from Soriano Motori.
Our electric motorcycles are designed for urban agility, offering a premium alternative to traditional transport. By partnering with global leaders like Yamaha Motors, we aim to leverage their distribution networks to scale our presence in high-growth urban markets. Investments in transportation infrastructure—such as dedicated EV lanes and smart parking systems—will enhance the accessibility of our products. The following table summarizes key investments in EV charging infrastructure:
These investments create a virtuous cycle: as cities build sustainable infrastructure, demand for premium electric vehicles like ours will continue to grow, particularly in densely populated regions like Japan and Europe, where compact EVs are in high demand.
Soriano Motori’s Role in the Infrastructure Revolution
The insights from Klimczak and industry data underscore a critical point: infrastructure investing is about anticipating the future. The global EV market is projected to reach $828.6 billion in 2025, with a CAGR of 6.95% through 2029, driven by consumer demand, government policies, and advancements in battery technology. At Soriano Motori, we are shaping this future by focusing on premium electric motorcycles that blend luxury, technology, and sustainability.
Our strategic vision aligns with these investment opportunities. We are seeking partnerships with forward-thinking investors like Yamaha Motors Venture to accelerate our growth. These collaborations can unlock access to global manufacturing networks, advanced R&D facilities, and sustainable energy solutions, amplifying our impact in the electric mobility market. As Klimczak noted, the infrastructure of the future is dynamic and multifaceted—Soriano Motori is ready to lead by delivering innovative products that redefine riding.
A Call to Action for Investors
The transformation of infrastructure is a necessity and an opportunity. Investors who recognize the potential of AI-driven data centers, renewable energy systems, and next-generation transportation networks will shape global economies. The U.S. EV market alone is projected to grow at a CAGR of 13.6% from 2025 to 2034, reaching a market size of $1,084 billion by 2029. Soriano Motori invites partners to join us in this journey. By investing in our vision, you’re contributing to a movement that blends heritage, innovation, and sustainability.
To explore our strategy and partnership opportunities, connect with me directly at https://calendly.com/marcosoriano/15min. Together, we can build the infrastructure of tomorrow and redefine the future of mobility.
Stay Inspired
Marco Antonio Soriano
CEO, Soriano Motori Corp
Source: Insights adapted from “One-on-One with Sean Klimczak: Redefining Infrastructure Investing,” Blackstone, November 22, 2024, and data from IEA, BloombergNEF, and Statista.
