The Supercycle’s Second Order Winners
The AI supercycle is often described in terms of GPUs and model training, but the more profound shift is happening in the background — in the industrial layers that make compute possible at scale. In “The Supercycle’s Second Order Winners,” our media advisor Ryan Duffy highlights the overlooked companies transforming legacy assets into critical infrastructure for the AI era.
Retired jet engines are reimagined as deployable 48 MW power plants. A century-old equipment maker quietly becomes essential to powering hyperscale growth. These aren’t the headline names driving AI forward — they’re the ones enabling the future to arrive on time.
Get in touch with us
We partner with founders, operators, and investors shaping the future of critical technology.
