The CNC Group · Research · September 2026

THE NEXT
$100 TRILLION

Why compute, data & energy will control it

The next $100 trillion economy gets decided by who owns the inputs of intelligence — energy, compute, data. This report puts the whole thesis in your hands: the three legs, how they lock together, and how investors are positioning around each one — so when the next move comes, you already know what it means for your money.

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COMPUTE (THE BRAIN) ENERGY (THE POWER) DATA (THE KNOWLEDGE) THE POWER TRIAD