Infrastructure economics at the node, software multiples at the network.
When the AI credit tide goes out, real, energy-backed infrastructure will still be standing.

AI infrastructure capex headed toward hundreds of billions per year.
Edge data centers projected to reach tens of billions by 2030.
Hydrogen and hybrid energy infrastructure in the hundreds of billions.
AI infrastructure capex headed toward hundreds of billions per year. Edge data centers projected to reach tens of billions by 2030. Hydrogen and hybrid energy infrastructure in the hundreds of billions.
Lead investor with conviction in AI infra, energy, or sovereign compute.
Strategic partners in utilities, hydrogen/LNG, healthcare, and telecom.
Deep dive on EIN economics and pilot sites.
Co-design project structures and scaling roadmap.