Forget the cloud: Why AI is becoming the new heavy industry (and what investors must know)

Across April 2026, the venture and technology landscape is undergoing a structural re-pricing, where assumptions of software-driven scalability are being replaced by the constraints of physical infrastructure, energy systems, and geopolitical control points. What once appeared abstract—compute, connectivity, and deployment—is now tightly coupled to power grids, capital intensity, and state policy. This article traces the […] The post Forget the cloud: Why AI is becoming the new heavy industry (and what investors must know) appeared first on e27 .