Every AI model starts with a dataset and ends with a power bill. As large models and cloud services multiply, the demand for compute has exploded, putting a spotlight on electricity and infrastructure. Bain & Company  reports that AI’s compute needs are growing at twice the pace of Moore’s Law, driving global compute demand toward 200 gigawatts by 2030. Data centers already consume huge power: about 415 TWh or 1.5% of global electricity in 2024 . In practice, the AI boom is as much about...

The private space industry is entering a multi-trillion-dollar era. Experts now forecast the space economy reaching on the order of $1 to 2 trillion by 2035 . For investors, this raises the question: who will capture that value? The shift is from one-off tech demos to commercial networks and platforms. Much like the internet boom, the earliest movers laying down infrastructure may dominate the market. Below, we examine key strategic themes, not by gadget or rocket type, but by the fundamental...