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IQT insights, analysis, & news

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IQT Explains: Why Electricity Is America's AI Bottleneck ft. Emerald AI

In this episode of IQT Explains, Dr. Russel Ross is joined by Dr. Varun Sivaram, founder and CEO of Emerald AI, to explore why electricity, not chips or land, is the binding constraint on America's AI buildout. Varun explains how Emerald AI's Conductor platform makes data centers flexible, controllable power assets, unlocking existing grid capacity so more AI infrastructure can come online faster, without costly new transmission or higher bills for local communities.

IQT Quarterly Recap: Spring 2026

This past spring, innovation was in full bloom. From the newest investments to tech insights, here's how IQT shaped the quarter and what's next for national security.

Preparing America For The New Era Of Forward-Deployed Conflict

A powerful combination of unmanned systems, rapidly adaptable weaponry, and rising asymmetric capabilities of adversaries is changing how conflicts are playing out. Victory in the future will depend on how fast and effectively the United States responds to this new battlefield landscape

IQT Explains: A New Wave of Maritime Innovation ft. HavocAI

In this episode of IQT Explains, Managing Partner Jon Chait is joined by Paul Lwin, CEO of HavocAI and decorated Naval Flight Officer, to explore how collaborative autonomous systems are transforming military and commercial operations across land, air, and sea.

IQT Explains: The Defense Tech Boom

Whether you're an investor, founder, policymaker, or anyone tracking the transformation of U.S. defense innovation, this episode offers clear insights on the critical forces at play.

Quarterly Recap Blog: Winter 2025

Explore this quarter's most impactful investments and frontier technology insights below and discover how IQT is shaping what's ahead for national security and global innovation.
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IQT Explains: Why Electricity Is America's AI Bottleneck ft. Emerald AI

In this episode of IQT Explains, Dr. Russel Ross is joined by Dr. Varun Sivaram, founder and CEO of Emerald AI, to explore why electricity, not chips or land, is the binding constraint on America's AI buildout. Varun explains how Emerald AI's Conductor platform makes data centers flexible, controllable power assets, unlocking existing grid capacity so more AI infrastructure can come online faster, without costly new transmission or higher bills for local communities.

IQT Quarterly Recap: Spring 2026

IQT Marketing & Creative Team
This past spring, innovation was in full bloom. From the newest investments to tech insights, here's how IQT shaped the quarter and what's next for national security.

Preparing America For The New Era Of Forward-Deployed Conflict

Steve Bowsher, CEO
A powerful combination of unmanned systems, rapidly adaptable weaponry, and rising asymmetric capabilities of adversaries is changing how conflicts are playing out. Victory in the future will depend on how fast and effectively the United States responds to this new battlefield landscape

IQT Explains: A New Wave of Maritime Innovation ft. HavocAI

In this episode of IQT Explains, Managing Partner Jon Chait is joined by Paul Lwin, CEO of HavocAI and decorated Naval Flight Officer, to explore how collaborative autonomous systems are transforming military and commercial operations across land, air, and sea.

IQT Explains: The Defense Tech Boom

Whether you're an investor, founder, policymaker, or anyone tracking the transformation of U.S. defense innovation, this episode offers clear insights on the critical forces at play.

Quarterly Recap Blog: Winter 2025

IQT’s Marketing & Creative Team
Explore this quarter's most impactful investments and frontier technology insights below and discover how IQT is shaping what's ahead for national security and global innovation.

IQT’s Look at the Year Ahead: What 2026 Could Have in Store for Strategic Technologies

IQT Insights
In this blog post, we share a high-level look at what we think 2026 could have in store for emerging technologies, startups, and venture capital (VC) developed by our technology experts and investors.

What’s Next: World Models and Their Importance in Physical AI

Esube Bekele, Vice President, Technology | Natalie Golota, Technology Architect | Kevin Schaeffer, Senior Vice President, Advanced Systems
This post focuses on the middle layer (world models) and why they are becoming a foundational ingredient in how physical AI systems understand context, predict change, and reason about the real world. This shift is happening now because the kind of data machines can learn from has fundamentally changed from static datasets to continuous, multimodal recordings of the physical world.

Capital Stack Analysis: Private and Public U.S. Investment in Foundational Biotechnology, Platforms, and Products

This report examines U.S. investment trends in engineering biology (specifically foundational technologies, platform innovations, and end-use applications) over the five-year period from 2020 to 2024.

IQT Explains: How Robotics Are Transforming Military Construction ft. ICON

What if military infrastructure could be built faster, smarter, and better, using robotics instead of legacy construction methods?

What Is Physical AI? A Definition and Framework

Rita Waite, Partner | Natalie Golota, Technology Architect
Physical AI is not about making machines better at a single job. It is about creating intelligence that can operate in the physical world across many jobs.

IQT Quarterly Recap: Fall 2025

IQT’s Marketing & Creative Team
As we step into a new year, let’s celebrate the progress we made in IQT’s fall quarter of 2025. From bold investments to cutting-edge technical insights that set the stage, discover how IQT is creating impact and shaping what’s ahead.

Rebuilding Strength at Home: How Innovation Can Galvanize American Manufacturing

Sam McEntee, Senior Technology Architect | Ellen Ng, Research Director | Natalie Golota, Technology Architect | Adam Esposito, Senior Associate
By scaling the adoption of ready-now technologies and strategically investing in potentially game-changing breakthroughs, the United States can get closer to reclaiming its industrial edge.

Harnessing Bioconvergence for U.S. Manufacturing Security and Sustainability

Kevin O’Connell, SVP, Technology | Jess Dymond, Practice Lead, VP, Technology | Eugene Chiu, Senior Partner
Scaling biomanufacturing would not only strengthen supply chain resilience but also open new markets for American farmers, whose crops can serve as feedstocks for bio-based production, reducing their dependence on volatile global markets.

IQT Explains: Breakthroughs in Biotechnology ft. Antheia & Alta Resource Technologies

From medicines to minerals, the conversation shows how biology can anchor U.S. industrial strength and why execution now will determine who leads the next era of innovation and security.
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