Live Infrastructure Intelligence

The Live Market Index for Critical Infrastructure

Track the companies building America's energy grid, defense systems, AI compute layer, space economy, and cyber defenses — with live-refreshing comps tables, sector performance indexes, original research, and conversations with founders and operators.

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Energy

8 min read

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.

May 14, 2025Read

Defense

6 min read

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.

May 10, 2025Read

AI Infrastructure

9 min read

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.

May 6, 2025Read

Space

7 min read

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.

Apr 30, 2025Read

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