Two weeks ago, we at Halcyon hosted our first large in-person event on time and speed to power: the critical paths for companies building the energy infrastructure required to meet soaring demand for AI compute. It’s the right topic, at the right time, for the right industries: power generation and utilities on one end, and hyperscalers on another, with throughlines from infrastructure developers, capital allocators, grid hardware manufacturers, and EPCs connecting both sides.
In case you missed it: Halcyon has closed a $21 million Series A investment led by Energize Ventures. You can read about the raisehere. Energy is 10% of global GDP. Up to $850 billion will be invested in U.S. power and digital infrastructure this year alone. That kind of capital deployment demands an information layer that doesn't exist yet — one that can make millions of unstructured documents not just searchable, but genuinely useful. To borrow from my LinkedIn earlier this week: we're...
This week, a quick look at how Halcyon uses AI to quickly arrive at ground truths in unstructured data.
[Editor’s note: Halcyon’sGas Power Plant TrackerandLarge Load Tariff Trackercan help energy professionals keep track of the planned and in-development infrastructure powering this capex boom.]
I have just published my annual deck on the prime movers of our changing energy/industrial/technology system. I’ve been doing it for years, and as ever, it is a useful chance to take stock of our current moment, and hopefully enable us to think about the future.
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