https://www.lualdiadvisors.com/insights.html Research notes, doctrine essays, and field reports from Lualdi Advisors — a quantitative research firm building predictive models, AI systems, and operational ontologies for hedge funds, family offices, trade associations, and global corporations. en-US © 2015–2026 Lualdi Advisors, LLC research@lualdiadvisors.com (Lualdi Advisors Research Desk) research@lualdiadvisors.com (Lualdi Advisors Research Desk) Thu, 14 May 2026 12:00:00 +0000 Quantitative Research Decision Engineering AI for Operations https://www.lualdiadvisors.com/assets/favicon.svg https://www.lualdiadvisors.com/insights.html https://www.lualdiadvisors.com/insights/europe-electrification-imperative.html https://www.lualdiadvisors.com/insights/europe-electrification-imperative.html Thu, 14 May 2026 12:00:00 +0000 Lualdi Advisors Research Energy Transition European Utilities Grid Infrastructure A second energy shock in five years is compelling Europe to accelerate its transition away from fossil fuels. We estimate ~€3.5 trillion in electrification investment through 2035, with grid capex alone roughly doubling — and a sharp power-price divergence already widening between renewables-rich markets and gas-dependent ones. https://www.lualdiadvisors.com/insights/mapping-the-machine-ai-buildout.html https://www.lualdiadvisors.com/insights/mapping-the-machine-ai-buildout.html Thu, 14 May 2026 08:00:00 +0000 Lualdi Advisors Research AI Infrastructure Capital Markets Scenario Analysis A scenario framework for sizing the assumptions — and risks — behind trillions in AI infrastructure capital. Four variables most determine the scale of the build-out: silicon service life, data-centre cost, chip-architecture mix, and timeline elongation. Baseline runs to ~$7.6 trillion through 2031.