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The Industrialization of Intelligence

Tuesday, April 7, 2026

OpenAI’s $100B+ capital raise is not funding a company—it is financing the industrialization of intelligence. As AI shifts from software to production, the real battle moves to compute, energy and infrastructure, redefining how value is created and controlled.

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The Physicalization of AI Finance

Tuesday, February 24, 2026

Artificial intelligence is no longer a weightless software story. As capital markets confront energy constraints, grid bottlenecks and front-loaded infrastructure costs, AI is being repriced as heavy industry — where scarcity, not scalability, determines power and valuation.

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🔗 Kees Hoogervorst

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