Whitepapers
May 19, 2026

Returns Follow Scarcity: Investing in the Physical Reinforcement of the AI Economy

AI, electrification, and industrial reinvestment are driving a structural shift toward a more capital-intensive economy — one where returns increasingly accrue to the scarce physical infrastructure, labor, and systems required to support intelligent growth.

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September 15, 2026
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Whitepapers
Our latest piece argues that one of the least appreciated opportunities in climate investing lies further upstream: in the engineering systems that determine how efficiently future hardware uses power.
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Whitepapers
This piece examines how Galvanize’s Science, Technology & Impact team works alongside investment teams to test the technical, economic, and scaling assumptions underpinning an investment thesis, drawing on a network of experts across national laboratories, academia, and industry.
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Newsletters
From the forces strengthening the case for profitable decarbonization to portfolio milestones, industry recognition, and insights from our team, this month’s newsletter highlights how capital is helping scale the new economy.