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Observing
Distributed energy · Evaluation published · New compute and industrial load needs power on a timeline the transmiss… · Published blind evaluationNuclear energy · Evaluation published · Spent nuclear fuel is treated as a storage cost. The question is whethe… · Published blind evaluationClimate hardware · Evaluation published · Cooling demand is rising faster than the grid can serve it. The interes… · Published blind evaluationBoston Metal · Research review · Research revision 1 · Published Alphaneo researchGroq, Inc. · Research review · Research revision 1 · Published Alphaneo researchRedwood Materials, Inc. · Research review · Research revision 1 · Published Alphaneo researchSpan Inc. · Research review · Research revision 1 · Published Alphaneo researchTS Conductor Corp. · Research review · Research revision 1 · Published Alphaneo researchAyar Labs, Inc. · Research review · Research revision 1 · Published Alphaneo researchAnduril Industries, Inc. · Research review · Research revision 1 · Published Alphaneo researchLambda, Inc. · Research review · Research revision 1 · Published Alphaneo researchHadrian Automation, Inc. · Research review · Research revision 1 · Published Alphaneo researchCrusoe Energy Systems Inc. · Research review · Research revision 1 · Published Alphaneo researchCrusoe Energy Systems Inc. · Source evidence · Crusoe raised over $3 billion in a Series F round valuing the company a… · BloombergCrusoe Energy Systems Inc. · Financing closed · Series F · BloombergLambda, Inc. · Source evidence · Lambda is in talks to raise as much as $3 billion in a pre-IPO round at… · BloombergHadrian Automation, Inc. · Source evidence · Hadrian raised $1.37B in Series D equity, announced August 6, 2026, at… · PR NewswireHadrian Automation, Inc. · Financing closed · Series D · PR NewswireAnduril Industries, Inc. · Source evidence · Anduril's CEO said in July 2026 the company is delaying IPO plans, call… · Yahoo FinanceHadrian Automation, Inc. · Source evidence · Bloomberg reported in June 2026 that Hadrian was discussing a new round… · PYMNTS.comBoston Metal · Source evidence · Independent analysis argues Boston Metal's near-term commercial evidenc… · CleanTechnicaAnduril Industries, Inc. · Source evidence · Anduril won the U.S. Air Force's Collaborative Combat Aircraft producti… · Frag Out! MagazineCrusoe Energy Systems Inc. · Source evidence · Crusoe was pushed out of the 1.8GW Project Jade Wyoming data center cam… · BloombergBoston Metal · Source evidence · Boston Metal raised $75M in May 2026 from existing investors and new in… · Boston Metal

Coverage / Defense

Defense

Published company research, evidence and milestones. Coverage does not establish investment availability.

Company coverage 2 companies · 0 published inflections
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