Sovereign AI Infrastructure
Compute is becoming a geopolitical asset. We research the hardware layer — silicon, power, and the supply chains that underwrite national AI capacity.
POST-SOFTWARE CYCLE INVESTMENT RESEARCH
Zhan Capital researches and invests in sovereign AI infrastructure, energy systems, and digital monetary networks. We follow value where software ends and physics begins.
Compute is becoming a geopolitical asset. We research the hardware layer — silicon, power, and the supply chains that underwrite national AI capacity.
Nuclear, grid-scale storage, and stranded power. The post-software cycle runs on electrons. We model hashprice economics and energy arbitrage across the physical stack.
Hard money infrastructure built on rare earth supply chains, mining economics, and protocol-layer settlement. We take the long view on what stores value in a post-fiat transition.
If your work sits at the intersection of physical infrastructure and monetary networks, we want to understand what you are building.
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