as Amazon CEO in 2021. Funding discussions have also reportedly touched JPMorgan’s $10 billion Security and Resiliency Initiative, which aims to strengthen US supply chains in critical industries.
Why should I care?
For markets: AI is moving from demos to capex.
Most AI buzz is about software, but this plan focuses on the “real economy,” where wins show up in throughput, quality, and uptime. If giant pools of capital start buying industrial businesses, management teams could face more pressure to prove AI returns in margins and productivity, not pilot projects. And targeting firms being disrupted by AI could speed up consolidation as smaller players struggle to afford data, talent, and compute.
The bigger picture: Supply chains are turning into an investment theme.
The reported link to JPMorgan’s resilience fund hints at how supply-chain security is shifting from policy talk to something investors can underwrite. Pair that with sovereign wealth capital and you get patient money for upgrades that take years, from advanced manufacturing to aerospace. If Prometheus follows through, it’s another sign AI’s next phase may be less about viral apps and more about rebuilding how critical industries design and make things.
