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.

The capital strengthens Highland's ability to scale its Electrification-as-a-Service platform and deliver electric transportation solutions to school districts across the U.S.

AI, electrification, and industrial reinvestment are driving a structural shift toward a more capital-intensive economy — one where returns increasingly accrue to the scarce physical infrastructure, labor, and systems required to support intelligent growth.