In an op-ed for Barron’s, Galvanize Global Equities CIO Seth Kirkham argues that while the buildout of the AI economy is accelerating, investment outcomes will hinge on where scarcity drives value.

As the energy transition shifts from innovation to large-scale buildout, a new market is emerging for growth credit and hybrid capital. This piece outlines the opportunity in growth credit and hybrid capital to finance companies in the critical scale-up phase, where assets are tangible but traditional debt remains out of reach.

From the $370 million close of Galvanize Real Estate Fund I to breakthroughs in geothermal, AI infrastructure, and nuclear energy, this month’s update explores how capital and technology are accelerating the buildout of the climate economy.