EV Infrastructure, AI, and the Real Constraint in 2026 and 2027

EV Infrastructure, AI, and the Real Constraint in 2026 and 2027

The narrative around EVs right now is noisy. Depending on who you ask, the market is either collapsing or accelerating. The truth sits somewhere in between. EVs are not disappearing. But the market is going through a reset. From 2020 through 2024, growth was driven by...
Metals, Manufacturing, and Direct Liquid Cooling in Data Centers

Metals, Manufacturing, and Direct Liquid Cooling in Data Centers

Why This Matters and Why We Care Over the past year, one of the most consistent conversations we’ve been having across climate, energy, and infrastructure companies has not been about software or even power. It has been about heat. We’ve had founders, operators, and...