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Eliakim Capital Welcomes Rich Washburn as Managing Partner and Chief AI Officer
Eliakim Capital is pleased to announce that Rich Washburn has joined the firm as Managing Partner and Chief AI Officer . Rich’s addition marks an important step forward for Eliakim Capital as the firm continues to scale its work at the intersection of artificial intelligence, high-performance computing, power infrastructure, and capital formation. His role reflects the firm’s conviction that AI and systems architecture must be represented at the highest level of leadership.

Todd Colpron
2 days ago2 min read


Nuclear Power and the AI Infrastructure Race
Why Microreactors Are Back — and Why NANO Nuclear Is First in Focus Artificial intelligence is no longer constrained by algorithms or silicon alone. It is increasingly constrained by power—and more specifically, by the kind of power that can operate continuously, predictably, and at scale. As AI systems grow in complexity and ambition, they are placing unprecedented demands on physical infrastructure. Training and operating frontier models requires electricity that behaves le

Todd Colpron
2 days ago5 min read


Insights from the Inaugural Data Center POWER eXchange Summit : Bridging the Power & Digital Infrastructure Divide
Executive Summary POWER’s inaugural Data Center POWER eXchange (DPX) Summit convened utilities, hyperscalers, regulators, financiers, and developers to address the accelerating collision between data center demand growth and grid capacity. AI-driven load expansion is materially outpacing grid planning, permitting, and build-out timelines—raising reliability, cost, and political risks. Former federal energy regulators and utility CEOs highlighted a dual challenge: maintaining

Todd Colpron
3 days ago3 min read


Speed-to-Power as Competitive Advantage: What Emergency Energy Deployments Reveal About the Future of AI Infrastructure
When a power system fails during a natural disaster, there is no luxury of long planning cycles, regulatory indecision, or theoretical optimization. Hospitals need electricity. Communications must come back online. Water systems, logistics hubs, and emergency command centers cannot wait for utility upgrades or multiyear grid studies. In those moments, power is deployed the only way that matters: fast, reliable, and sufficient to meet real demand. What is becoming increasingly

Todd Colpron
4 days ago4 min read


Power Is the New Silicon: Why Energy Availability Now Dictates AI Valuation
For the better part of the last decade, the story of artificial intelligence infrastructure has been a story about silicon. Who could secure the most advanced GPUs. Who had priority access to next-generation accelerators. Who could outspend competitors on hardware, packaging, and interconnects. That narrative is no longer sufficient. Today, the defining constraint on AI scale is not compute—it is power. Reliable, dispatchable, near-term power. And increasingly, the market is

Todd Colpron
4 days ago3 min read


AI’s Real Constraint . . . it is not what your think.
There is a habit, common in fast-moving industries, of mistaking the most visible problem for the most important one. In artificial intelligence, that habit has taken the form of an obsession with chips. We speak of shortages, races, allocations, and breakthroughs, as if the future of AI were decided solely by silicon. It is not. Artificial intelligence does not ultimately run on chips. It runs on power, land, and permission. And those are in far shorter supply. A recent anal

Todd Colpron
5 days ago3 min read


Nuclear Power and the AI Infrastructure Race: Why the Next Generation of Data Centers Requires a New Energy Playbook
Executive Summary AI compute demand is growing faster than the U.S. grid can supply; traditional renewables alone cannot meet 24/7 load requirements. Nuclear—large-scale fleets, SMRs, and long-duration baseload PPAs—is re-emerging as a critical enabler of hyperscale data-center reliability. The overlooked story: nuclear is not just a clean-energy asset; it is a long-duration capital instrument , allowing operators to lock in stable, predictable economics for decades. Transmis

Todd
Dec 114 min read


The Infrastructure Behind Intelligence: Why AI's Next Bottleneck Isn't Talent—It's Power
In the second quarter of 2025, the world’s leading AI companies poured over $100 billion into data centers, compute infrastructure, and...

Rich Washburn
Aug 22 min read


Florida’s Five-Year Data Center Review: The New Regulatory Reality
As Florida pivots from “permanent” tax incentives to a conditional, five-year compliance model, data-center operators face a turning...

Rich Washburn
Jul 12 min read


Sparks of Insight: Bridging Power and Compute with Jimmy Hayes
I always walk away from conversations with new perspectives, and this morning’s chat with Jimmy Hayes at Data Power Supply was no...

Rich Washburn
Jun 302 min read


Charging Forward: Senate Bill 6, Midwest Incentives, and the Private Equity Engine Behind AI’s Infrastructure
As data centers cement their place at the heart of the AI and cloud revolutions, Texas and the broader United States are navigating the...

Rich Washburn
Jun 304 min read


The AI-Compute Power Surge: How Chips, Data Centers & Power Grids Are Colliding
We’re entering a pivotal era where AI is not just transforming industries—it’s fueling an infrastructure revolution. At the heart of this...

Rich Washburn
Jun 283 min read


Vanishing Power: Seizing the Final Natural Gas Turbines for AI Infrastructure
A stealth scramble is underway in the global energy supply chain. For AI infrastructure builders, the window to secure high-capacity...

Rich Washburn
Jun 272 min read


Race for Compute: How GPT‑5 Is Fueling a New Infrastructure Arms Race
Multimodal AI, autonomous agents, and trillion-parameter models are coming—and enterprise demand for high-capacity GPUs is outpacing...

Rich Washburn
Jun 173 min read


Theranos 2.0? Why the Ghost of Holmes Still Haunts Health Tech
In the aftermath of one of Silicon Valley’s most infamous frauds, the biotech sector finds itself confronting an uncomfortable echo....

Rich Washburn
Jun 43 min read


Tariff Shockwaves: Trump’s Middle-Class Tax Gambit and the New Investment Frontier
President Trump’s proposed income-tax elimination for Americans earning under $200,000 signals a structural pivot in U.S. economic...

EC
Apr 283 min read


Provoked Power Plays: Navigating the 2025 Chip Squeeze
The global semiconductor supply chain is under renewed strain as geopolitical tensions, monetary shifts and surging demand converge to...

Rich Washburn
Apr 263 min read


Beyond the Tariff Wall: Strategic Implications of a Post‑China Supply Chain
With U.S. tariffs on Chinese goods now reaching up to 245 percent , the world’s largest trading relationship has crossed a structural...
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Apr 193 min read


From Private Potential to Public Powerhouse
Why Micro‑Cap Founders Choose the IPO—and How Eliakim Capital Makes It Happen Micro‑cap companies (< $500 million market cap) punch far...

EC
Apr 192 min read


Capital Markets’ $3.7 Trillion Dilemma: Unlocking Growth Through Quality Deal Flow
The global private capital market faces a paradoxical challenge: a record $3.7 trillion in uninvested funds, commonly referred to as...

EC
Jan 233 min read
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