Energy Systems
AI compute demand is a power problem first. We model hashprice dynamics, nuclear baseload economics, and grid constraint as primary investment inputs, not macro overlays.
POST-SOFTWARE CYCLE INVESTMENT RESEARCH
Zhan Capital researches and invests at the intersection of sovereign AI infrastructure, energy systems, and digital monetary networks. We go long on the physical-world limits that software cannot abstract away.
AI compute demand is a power problem first. We model hashprice dynamics, nuclear baseload economics, and grid constraint as primary investment inputs, not macro overlays.
Sovereign manufacturing capacity depends on critical mineral access. We map extraction, refining, and processing choke points across jurisdictions to identify durable structural advantages.
Nations are building sovereign AI infrastructure as a strategic asset class. We track state-level capital allocation, export controls, and data center siting as leading indicators of long-term positioning.
Conviction comes from primary analysis, not consensus, and we put capital behind our conclusions.
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