AI at the Core: The Global Infrastructure Super-Cycle

While headlines focus on artificial intelligence models and breakthroughs, the true transformation is happening in the physical world. At Emit Capital, we see AI not only as a technological shift, but as the driving force behind a multi-trillion-dollar global infrastructure super-cycle.

In this new paper, Global Infrastructure Super-Cycle: AI at the Core, we explore how exponential demand for AI compute is rewiring the global economy, from power grids and thermal cooling to clean energy, transmission, and critical minerals. This is not just a another digital story, it’s a generational capital formation opportunity across the entire energy-to-compute value chain.

Take a look at our full analysis and discover where Emit Capital sees the most compelling opportunities in the AI-powered physical economy here.