I think energy is actually the most underserved sector, with maybe high tech manufacturing as a hidden second.

Just look at what happened when AI took off in the US and our ongoing struggle to get global warming under control - only China is taking a serious stab at this which is why they’re absorbing AI more effectively than we are.

Also semiconductor manufacturing has clearly gotten way too concentrated and there’s not enough experimentation with new designs (eg throwing more at existing DRAM designs instead of building new designs like in-RAM compute to shift the power and performance by an order of magnitude or 2 thereby easing the pressure of how much is built).