Company: TDWDU
Filing Date: 2025-10-17
Form Type: S-1/A
Source: 0001213900-25-099978
Chunk: 165

Company: Tailwind 2.0 Acquisition Corp.
Filing Date: 2025-10-17
Form: S-1/A
Chunk 165
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 energy, grid -scalestorage, and AI -optimizedgrid infrastructure. These markets are experiencing rapid growth, with total addressable markets (TAMs) projected to reach $44.7 billion for nuclear energy by 2029, $43.9 billion for grid -scalestorage by 2030, and $138.2 billion for AI -optimizedgrid infrastructure by 2034, according to MarketsandMarkets, Grand View Research, and Market US. (v) Compute Infrastructure:As AI workloads accelerate and systemic risks — climate, cyber, and supply chain — intensify, we believe the demand for resilient, intelligent infrastructure is expanding. We intend to target companies building AI -drivengrid hardening, secure data infrastructure, and supply chain intelligence solutions. According to S&S Insider, the total addressable market for data encryption is expected to reach $42.5 billion by 2032. In addition, the smart grid analytics market is projected to reach $24.2 billion by 2033, and the supply chain intelligence market is forecasted to grow to $89.4 billion by 2032, according to Dimension Market Research and S&S Insider respectively, reflecting the critical need for secure and adaptive compute environments. (vi) Digital Optimization Platform:We aim to support platforms that drive real -timeefficiency across energy and industrial systems. Our focus is anticipated to include AI -poweredload management, data center efficiency, and industrial process optimization. Based on industry data from Market US Market Watch Reports, these technologies are essential to sustainable growth and operational excellence, with TAMs projected at $14.5 billion for global data center management by 2033, $39.5 billion for AI power management by 2033, and $113.1 billion for industrial process optimization by 2034. Our strategy is anticipated to target high -growthmarkets and scalable companies building the intelligence layer of the energy and compute stack. We seek to partner with industry leaders demonstrating strong management, resilient cash flows, durable competitive advantages, and clear pathways to the public markets. We believe the most compelling opportunities lie at the intersection of these trends — where AI -powereddata centers meet nuclear innovation and grid optimization technologies. These sectors are not only capital -intensiveand technically complex but also benefit from strong tailwinds and high barriers to entry. As such, we believe they are ideally suited for investors and operators with deep domain expertise and proprietary access. Our team brings decades of operating experience across the industry. We have built and scaled companies in