What this publication is
AI Capital Wire covers the point where artificial intelligence, global capital and geopolitics meet. Most coverage of these subjects stops at the headline. We carry it through to the part that matters to an investor: which companies are exposed, through which part of the supply chain, on what timeline, and at what valuation.
Every article is written to be useful to someone deciding whether to commit capital. That means tickers, numbers and sources, and an explicit bear case alongside the bull case. It also means saying when we do not know.
What we cover
- Artificial Intelligence — Semiconductors, model economics and the capital cycle behind artificial intelligence — from Nvidia and AMD to the foundries and power grids that make them possible.
- Finance & Markets — Central banks, rates, earnings and sector rotation. What actually moves portfolios, with the tickers and the numbers attached.
- Geopolitics & Markets — Taiwan, the Gulf, the Red Sea, defense budgets and export controls — translated into supply chains, commodity prices and equity exposure.
- AI Tools & Reviews — Hands-on reviews of the brokers, screeners and research platforms serious investors actually use, with the trade-offs stated plainly.
Who writes it
Lucas Gil Gonzalez founded AI Capital Wire in 2026. He is reading International Relations, taught in English, at Universidad Camilo José Cela in Madrid, where his coursework centres on macroeconomic analysis and international political economy, and he holds a higher vocational diploma in International Trade from IES Clara del Rey. Since 2024 he has traded his own capital in FX and physical commodity arbitrage, sizing positions off macro releases — inflation prints, central-bank decisions — and geopolitical risk, with drawdown control as the first constraint. He writes about the markets he actually trades, and says so when he holds a position.
Contact him at giladvisory@proton.me or on LinkedIn.
How we make money
The site is free to read and is funded by display advertising and, in a small number of reviews, affiliate commissions. Neither buys editorial influence: advertisers get no advance sight of what we publish, and no company can pay to be covered or covered favourably. The arrangement is set out in full in our disclaimer.
How we work
Our sourcing standards, correction process and conflict-of-interest rules are published in our editorial policy. If you find an error, tell us and we will fix it on the record.
Founded
AI Capital Wire has published independently since March 2026.