AnalysisAI & ComputeFeatured
Orbital AI Will Not Replace Terrestrial Data Centers
A physics-based analysis of compute in space versus compute on Earth.
11 min read
#OrbitalAI#AIInfrastructure#SpaceEconomy#DataCenters#CriticalInfrastructure
Strategic intelligence publication
Thoughts by eMarkus
Seeing infrastructure shifts before they become obvious.
Independent observations on energy, AI, defense, mobility and the infrastructure shaping the next decade.
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ArchiveThesisBattery Storage
Battery Storage Is Becoming Grid Infrastructure
Battery storage is moving from opportunistic merchant asset to core grid infrastructure.
6 min read
#BatteryStorage#GridInfrastructure#EnergyTransition#BESS
BriefingDefense
The Future of Defense Is Distributed and Autonomous
Defense capability is moving from a small number of exquisite platforms toward distributed autonomous systems.
7 min read
#DefenseTech#AutonomousSystems#Drones#IndustrialStrategy
CommentEnergy
Europe's Energy Problem Is Not Technology
Europe has many of the technologies required for energy transition, but weak execution across permits, grids, finance and industrial policy.
6 min read
#EnergySecurity#Europe#GridInfrastructure#IndustrialStrategy
ThoughtMobility
Why Mobility Platforms Will Merge Energy and Payments
Electric mobility platforms are becoming energy and payment systems, not only transport interfaces.
6 min read
#ElectricMobility#EnergyPayments#ChargingInfrastructure#Entrepreneurship
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Author
Markus Gotthard Dold
Strategic Infrastructure Architect
Markus Gotthard Dold, known as eMarkus, works at the intersection of energy, battery storage, autonomous systems, AI infrastructure and defense technology. His work focuses on identifying structural shifts early and translating them into real infrastructure, partnerships and commercial projects.