Topic

Infrastructure

Critical systems, capital formation, resilience and the physical layer behind the digital economy.

Featured in Infrastructure

AnalysisAI & ComputeFeatured

Orbital AI Will Not Replace Terrestrial Data Centers

A physics-based analysis of compute in space versus compute on Earth.

Jul 11, 202611 min read

#OrbitalAI#AIInfrastructure#SpaceEconomy#DataCenters#CriticalInfrastructure

AnalysisAI & ComputeFeatured

A physics-based analysis of compute in space versus compute on Earth.

Jul 11, 202611 min read

#OrbitalAI#AIInfrastructure#SpaceEconomy#DataCenters#CriticalInfrastructure

ThesisBattery Storage

Battery storage is moving from opportunistic merchant asset to core grid infrastructure.

Jul 9, 20266 min read

#BatteryStorage#GridInfrastructure#EnergyTransition#BESS

CommentEnergy

Europe has many of the technologies required for energy transition, but weak execution across permits, grids, finance and industrial policy.

Jul 5, 20266 min read

#EnergySecurity#Europe#GridInfrastructure#IndustrialStrategy