Energy Bottleneck
AI compute demand is outpacing grid buildout by a decade. We model hashprice economics, data center load curves, and nuclear baseload capacity to find where capital is structurally mispriced.
POST-SOFTWARE CYCLE INVESTMENT RESEARCH
Zhan Capital researches and invests at the intersection of sovereign AI infrastructure, energy systems, and digital monetary networks. The next decade of value creation is not in code.
AI compute demand is outpacing grid buildout by a decade. We model hashprice economics, data center load curves, and nuclear baseload capacity to find where capital is structurally mispriced.
Permanent magnets, processing capacity, and upstream mining are concentrated in ways that make sovereign AI infrastructure geopolitically fragile. We track the chokepoints.
Nation-states are treating AI infrastructure as strategic reserve. Digital monetary networks and sovereign compute overlap in ways most investors do not yet price.
If you are building or allocating in sovereign infrastructure, energy, or digital monetary networks, we want to hear from you.
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