the hyper scale pillars of humanity
A first-principles analysis of where capital should flow as inference becomes the dominant AI workload – 51 public companies, 12 pre-IPO, 7 emerging technologies across 8 sectors.
Start from what the world physically needs, trace the supply chain, and figure out where things get stuck. February 2026 In my opinion, these are the three hyper scale pillars of humanity within the next 10 years. As intelligence becomes electricity and flows from bits to atoms, we'll expect changes and revolutions never seen before. That's why I dedicated an analysis to each of them. Semicon Equip Silicon Memory Networking Cloud Infra Power & Cooling Nuclear Inference Software Emerging Tech <0.50.5–1>1n/a AI Inference Infrastructure A first-principles analysis of where capital…
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