Long-term value is built where real assets, infrastructure, and innovation intersect.
My work spans industrial real estate, build-to-suit development, private equity investing, and patented technologies supporting critical infrastructure.
— David Ebrahimzadeh, Founder of Corniche Capital
https://t.co/OqYoKDRh2h
New Mexico is out-winning Texas on industrial site selections. Not a hypothetical — it’s happening.
Cheap power. Real water. Fast permits. Non-dilutive state and local capital. Los Alamos and Sandia feeding the talent pipeline.
I’ve been building there for 5+ years. Everyone else is arriving now.
https://t.co/TZJ5TYPSa8
The companies rebuilding American industry don't have 5 years to wait on interconnection queues.
Corniche Capital is expanding our nationwide build-to-suit program + multi-gigawatt powered land across ERCOT, PJM & Western markets for data centers, advanced manufacturing & defense tech.
Speed-to-occupancy is the product.
https://t.co/NKZQkKBwSB
Heading to the Reindustrialize Summit 2026 in Detroit, June 16–17. Looking to connect with manufacturers, technologists & founders building America’s industrial base — with strong interest in defense. @newindustrials@reindsummit
https://t.co/mQESXUSlFW
America is building again.
Corniche Capital just joined
@newindustrials — and will be at #Reindustrialize in Detroit, June 16–17 @reindsummit .
Powered land. Build-to-suit. Capital. Let’s talk.
🔗 https://t.co/PEdtgrzdGJ
We're glad to welcome @CornicheCapital as our newest NAIA member. Corniche's focus on industrial development, logistics, and long-term value creation is critical to reindustrializing America.
https://t.co/5JI97P86r8
Everyone is covering Terafab as a chip factory.
It is not a chip factory.
Last night in Austin, Elon unveiled a facility that makes masks, fabricates chips, and tests them inside a single building with a nine-month recursive improvement cadence. No such loop exists anywhere else on Earth. Then he told you 80% of the output goes to space. Then he showed you a 100-kilowatt AI satellite with solar panels and radiators, scaling to megawatt range. Then he said Optimus plus photovoltaics will be the first von Neumann probe, a machine capable of replicating itself from raw materials found in space.
Nobody connected the sequence.
Terafab produces 1 terawatt per year of compute. The entire United States consumes 0.5 terawatts of electricity. Musk is building a single factory whose output in AI silicon exceeds twice the power consumption of the country it sits in. And he is sending 80% of it off-planet because Earth literally cannot power what he is building.
Follow the mechanism. Terafab seeds the chips. Starship launches Optimus robots and solar arrays at 100 million tons per year. The robots mine lunar and asteroid regolith for silicon, iron, and nickel. They 3D-print more robots. They fabricate more solar panels. They assemble more AI satellites. Each satellite runs hotter-burning D3 chips designed specifically for vacuum, where free radiative cooling eliminates the thermal constraints that strangle every terrestrial data center on the planet. The nodes replicate. The replication is exponential.
This is a Dyson Swarm bootstrap hidden inside a semiconductor announcement.
The math is public. The Sun outputs 3.828 times 10 to the 26th watts. A 2022 paper in Physica Scripta calculated that 5.5 billion satellites at 290 kilograms each, robotically manufactured from Mars resources, capture enough solar energy to meet all of Earth’s power needs within 50 years. A 2025 paper in Solar Energy Materials calculated a partial swarm capturing 4% of solar output yields 15.6 yottawatts, roughly a billion times current human civilization’s total energy budget. Musk just announced the factory that builds the chips that go inside the satellites that replicate themselves forever.
92% of advanced logic chips are fabricated in Taiwan. One factory in Austin does not fix that. But one self-replicating system seeded by that factory, launched by the only company with reusable heavy-lift rockets, assembled by the only humanoid robot in mass production, and powered by the only star within reach, does not fix a supply chain. It obsoletes the concept of supply chains entirely.
The market priced this as a $20 billion capex story about semiconductor independence.
The actual announcement was the engineering blueprint for Kardashev Type II.
Humanity sits at 0.73 on the Kardashev scale. 18 terawatts. The distance between here and harnessing a star is not a technology gap. It is a recursion gap. And recursion is exactly what a single building in Austin that makes its own masks, builds its own chips, tests its own chips, and launches the output into orbit on its own rockets was designed to close.
Every civilization that makes it past this point never looks back.
Corniche Capital is at SXSW 2026 — deploying capital into defense tech, aerospace, space, and frontier infrastructure.
We don’t just bring a checkbook. Powered industrial land + build-to-suit capability across the American Southwest. Real infrastructure for serious founders.
Building something that matters for national security or industrial capacity? Let’s talk.
https://t.co/bvgegByrvi
#SXSW2026 #DefenseTech #Aerospace #DeepTech
Launching Patent Portal — a platform for inventors navigating the U.S. patent system. Built by a patent holder, from experience.
https://t.co/KaPWVIsBj0
https://t.co/jVcOH7ANcL
While everyone’s talking about AI, we’re building where AI actually lives.
David Ebrahimzadeh and @CornicheCapital just announced up to 400,000 SF of build-to-suit industrial space in Los Lunas, NM — right next to Meta’s multi-billion-dollar data center campus.
Custom facilities for:
⚡ Data centers
🛡️ Defense & national security
❄️ Cold storage
🏭 Advanced manufacturing
🚀 Aerospace & frontier tech
~50 acres | Direct I-25 access | New electrical substation | Massive state incentive packages
New Mexico isn’t on the map. It is the map.
🔗 https://t.co/6evc5vOfV2
David Ebrahimzadeh | Corniche Capital | Industrial Real Estate | Data Center Development | Build-to-Suit | Private Equity | Defense Technology | New Mexico Economic Development
Hard assets + deep tech.
Corniche Capital’s dual-track strategy: industrial real estate acquisition paired with seed-stage defense tech, aerospace, AI, and cybersecurity investments.
The convergence is where the alpha is.
https://t.co/IfT6ZNcboi
@Toyota I recently filed and was awarded 3 auto safety related patents that I would like to discuss with you. When you have a chance, please feel free to call me anytime at 917 207 7220.
@Honda I recently filed and was awarded 3 auto safety related patents that I would like to discuss with you. When you have a chance, please feel free to call me anytime at 917 207 7220.
@USDOT I recently filed and was awarded 3 auto safety related patents that I would like to discuss with you. When you have a chance, please feel free to call me anytime at 917 207 7220.
@SecDuffy I recently filed and was awarded 3 auto safety related patents that I would like to discuss with you. When you have a chance, please feel free to call me anytime at 917 207 7220.
@NHTSAgov I recently filed and was awarded 3 auto safety related patents that I would like to discuss with you. When you have a chance, please feel free to call me anytime at 917 207 7220.
@M_AdamHammer I am interested in some of your portfolio companies and would like to discuss potential investment in them and possibly Roadrunner as well.