Company: TDWDU
Filing Date: 2025-07-14
Form Type: DRS
Source: 0001213900-25-063440
Chunk: 164

Company: Tailwind 2.0 Acquisition Corp.
Filing Date: 2025-07-14
Form: DRS
Chunk 164
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 backbone. Simultaneously, enterprises are making commitments to decarbonization and digital infrastructure, driving demand for scalable, intelligent energy systems. We believe federal and state -levelpolicy support is further accelerating this transformation. Historic bipartisan infrastructure funding is flowing into grid, nuclear, and digital infrastructure projects, creating a favorable regulatory and capital environment for innovation. We believe this alignment across political and economic stakeholders is compressing deployment timelines and de -riskinginvestment in next -generationinfrastructure platforms. We believe this macroeconomic environment is enabling the convergence of artificial intelligence (“AI”), deep tech, and grid technologies to unlock new business models. The Electron Economy is powered by real -timedata from energy systems, compute infrastructure, and distributed assets — creating a new infrastructure information layer that, we believe, allows for dynamic optimization of both energy and compute flows. We believe this convergence is not only improving efficiency and resilience but also enabling monetization models that were previously not achieved. Key target markets include energy intelligence and generation, compute infrastructure, and digital optimization — each of which we believe is poised for rapid growth as demand for electrification and AI compute accelerates. 105 We see three primary investment themes emerging from this convergence: (iv) Energy Intelligence & Generation:We plan to target technologies redefining how energy is produced, stored, and distributed. This includes next -generationnuclear 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 GlobeNewswire and Grand View Research. (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 GlobeNewswire, 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 2035, reflecting the critical need for secure and adaptive compute environments. (vi) Digital