Sovereign AI Infrastructure
Compute has become a geopolitical asset. We model hashprice economics, rare earth supply chains, and the physical stack that national AI ambitions depend on to persist.
POST-SOFTWARE CYCLE RESEARCH
Zhan Capital researches and invests at the intersection of AI infrastructure, energy systems, and digital monetary networks. Physical-world value creation in the era after software.
Compute has become a geopolitical asset. We model hashprice economics, rare earth supply chains, and the physical stack that national AI ambitions depend on to persist.
Nuclear baseload, grid-scale storage, and stranded power are the upstream inputs to every sovereign infrastructure thesis. We track capacity buildout, policy shifts, and capital flows in the energy transition.
Bitcoin is infrastructure. We research the monetary architecture of the post-software cycle: proof-of-work security, hashprice modeling, and the convergence of energy markets with programmable money.
Zhan Capital publishes primary research for allocators, operators, and institutions positioned at the physical frontier of the next cycle.
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