Newsletters
June 11, 2026
June 2026 Newsletter

AI, electrification, and industrial reinvestment are accelerating a new capital cycle. In this month's newsletter, we explore the implications for private credit, nuclear energy, real estate, and the companies building the infrastructure behind the next economy.
More Articles
September 15, 2026
|
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
|
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.