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.

Our team’s takeaways from CERAWeek 2026 underscore a shift to a capital-intensive, execution-driven phase of the energy transition, where managing risk, scaling clean firm power, and meeting rising electricity demand are reshaping how breakthrough technologies become institutional-scale companies and infrastructure.

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.