As artificial intelligence scales beyond software into real-world systems, it increasingly depends on electricity, infrastructure, and execution. This piece explains why the “electrification of intelligence” is emerging as a defining force in capital allocation and long-term economic growth.

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.