Research – Solten Ventures

Research Topics

A focused map of the AI economy.

We organize research around the systems where technology, economics, and capital increasingly intersect.

Why power, grid access, resilience and political permission are becoming part of AI economics.

Why China is opening its strongest AI models—and where the profits may move next.

Why energization rights, interconnection capacity and firm power are becoming strategic assets in the AI economy.

What NVIDIA’s new disclosures reveal about demand, credit and the next infrastructure bottleneck.

Why the frontier-model race is becoming a contest over capital, cloud distribution, custom silicon, and infrastructure optionality.

How equity, guarantees, and Wall Street partnerships are turning compute deployment into a capital-market strategy.

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Solten Ventures is an independent research and analysis firm focused on capital, companies, and the decisions between them.

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