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.
September 15, 2026
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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.