#AIInfrastructure

Our Investment Research Lab

Did OpenAI and Anthropic's $11.5Bn PE Pact Just Decide Indian IT's Future?

The NIFTY IT correction priced in fears of AI disruption. May 4 made the math binding — and the structural moat just got a name.

AltG Investment Research Lab

May 9

A dark, cinematic landscape of steel power transmission towers arranged in a rigid geometric grid stretches into the distance under a stormy sky. Above the grid, a glowing white-blue neural network pattern spreads across the clouds, with a vertical beam of light connecting the digital web to a central transmission tower below. Large bold text at the top reads “AI IS NO LONGER SOFTWARE,” and at the bottom reads “IT IS INFRASTRUCTURE.” The overall tone is industrial, sovereign, and imposing, emphasizing the fusion of artificial intelligence with physical infrastructure.

Anthropic Declines Pentagon Bid - When AI Becomes Infrastructure

AI is no longer software. As prediction becomes abundant, power shifts to physical grids, regulated deployment, and execution control. Intelligence has moved into infrastructure.

AltG Investment Research Lab

Mar 1