The Public Market Index for Critical Infrastructure
Track the companies building America's energy grid, defense systems, AI compute layer, space economy, and cyber defenses — with interactive comps tables, sector performance indexes, original research, and conversations with founders and operators.
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Latest Insights
The Nuclear Renaissance: Why Hyperscalers Are Going Atomic
Microsoft, Google, and Amazon have all signed landmark nuclear power agreements in the past 18 months. The convergence of AI power demand and carbon commitments is reshaping the energy landscape around dormant and new nuclear assets.
Palantir's AIP Bootcamp: The Fastest GTM Motion in Enterprise Software
Palantir's "bootcamp" model—immersive 5-day AI implementation sessions—has compressed enterprise sales cycles from 18 months to weeks. We examine the mechanics, retention data, and what this means for the competitive landscape.
CoreWeave and the Infrastructure Moat: Are GPU Clouds Defensible?
CoreWeave's IPO revealed a business growing 7x year-over-year with Microsoft as its anchor customer. But with AWS, Google, and Azure all expanding GPU capacity, we examine whether hyperspecialization is a durable advantage or a temporary arb.
Rocket Lab's Neutron: Can a Small-Sat Company Win Medium Launch?
Rocket Lab has quietly become one of the most important space infrastructure companies in the world. With Neutron targeting medium-lift in 2026, we assess whether they can challenge SpaceX's dominance in the $10B+ medium launch market.
Audio
Podcast
The Nuclear Power Purchase Agreement: Inside the Constellation-Microsoft Deal
How Constellation structured the first nuclear PPA for AI data centers, the economics of restarting Three Mile Island, and why they see demand exceeding supply for clean baseload power through 2035.
AI at the Speed of Relevance: Deploying LLMs in Defense
The gap between commercial AI advancement and defense deployment timelines, how AIP changes that calculus, and why Palantir views itself as the operating system for the AI-enabled military.