Dorman Review • Energy Series

Episode 10 • The Climate Infrastructure Boom

Aybars Dorman Aybars Dorman Published Sep 8, 2026 Why the green transition is becoming an infrastructure investment story The world is quietly executing the largest reallocation of capital in human history. For the past decade, the tech world was obsessed with software. We built apps, optimized ad networks, and scaled SaaS platforms with near-zero marginal costs. But the digital economy has hit a physical wall. AI data…