Artificial Minds is an independent research organization studying the physical, financial, regulatory, and geopolitical systems that determine where AI gets built and who controls it.
Most AI analysis focuses on models, benchmarks, and capabilities. We focus on what's underneath: power systems, permitting timelines, capital structures, supply chains, and the geopolitical dynamics that determine whether infrastructure actually gets built.
Grid interconnection queues run years long. Transformer lead times stretch past 36 months. A single zoning fight can stall a gigawatt campus indefinitely. The physical constraints on AI development are not secondary - they are binding.
We exist to help the people making real decisions — investors, developers, policymakers, operators — understand what is actually possible, where, and on what timeline.
In-depth analysis of infrastructure trends, policy shifts, and market dynamics. Published on a regular cadence, built for people who need substance over summary.
Regular updates across all six research tracks. Capital flows, siting decisions, regulatory changes, and competitive signals — filtered down to what's actually moving.
Open databases tracking data center projects, power capacity, construction timelines, and key infrastructure metrics. Built from permits, satellite imagery, filings, and public disclosures.
Researcher, AI Infrastructure & Energy Systems
Research on the physical and institutional systems enabling AI deployment, spanning power infrastructure, data center development, capital markets, and technology governance.
Researcher, Policy & Geopolitics
Policy and geopolitics researcher studying the governance of AI infrastructure, including regulation, environmental permitting, and the institutional systems shaping large-scale compute deployment.
Our research draws on primary sources: permitting documents, interconnection queue filings, satellite imagery, utility rate cases, regulatory dockets, public financial disclosures, and direct industry engagement. We do not rely on press releases or secondhand reporting where primary data is available.
Our six research tracks reflect how infrastructure decisions actually work. A siting decision is simultaneously a power question, a regulatory question, a capital question, and a community question. We study these systems together because that is how they operate.
We are not aligned with any hyperscaler, utility, developer, or government interest. Our analysis is not shaped by commercial relationships.
We work from original documents — permits, filings, satellite data — not press releases and analyst notes.
Infrastructure problems are never single-domain. Our tracks surface the dependencies between power, policy, capital, and community.
We publish our methodology, note our confidence levels, and distinguish between confirmed data and estimates. When something is uncertain, we say so.
For research inquiries, media requests, data questions, or partnership discussions, reach us directly.
hello@artificialminds.io