Research category
Artificial Intelligence
Research on AI investment, computing infrastructure and the capital required to turn power and hardware into operating capacity.
Latest researchHow AI Became the Core Theme in Venture CapitalAll reports
Artificial Intelligence research archive
How AI Became the Core Theme in Venture Capital
AI has become venture capital’s core allocation theme, moving from state-funded computation to a capital-intensive supercycle shaped by compute and scale.
AI Ate Venture Capital
A data-driven look at how Q1 2026 venture funding became dominated by frontier AI mega-rounds, why breadth remained fragile, and what that means for crypto, fintech and infrastructure investors.
Bitcoin Miners Pivot to AI Data Centers
Bitcoin miners are turning power assets into AI data center infrastructure, with hyperscaler leases, project finance and HPC demand reshaping the 2026 investment thesis.
The New Playbook For Financing Clean Energy
A market-structure case study of Fuse Energy, Glow and Daylight, and how token incentives, project finance and distributed energy networks are reshaping clean-energy funding.
