Explore our research tracks covering infrastructure, markets, policy, power, sustainability, and geopolitics.
Data center siting, construction timelines, cooling architecture, hardware supply chains, and the physical engineering that defines compute capacity.
What is being built, how fast, with what technology, and where can compute scale?
Hyperscaler procurement, capital allocation across equity and debt, strategic M&A, and the venture ecosystem financing the next generation of infrastructure.
Who is investing, why now, and what signals define the next 6-24 months?
Federal permitting, emissions standards, transmission planning, export controls, and the political cycles that reshape infrastructure feasibility.
How do government decisions and elections redraw the map?
Grid interconnection, utility rate structures, generation build cycles, ISO/RTO behavior, and the energy economics governing data center energization.
Where is power actually available, and who controls access to it?
Most AI analysis focuses on models and capabilities. We focus on everything underneath: the power systems, permitting timelines, capital structures, and geopolitical dynamics that determine whether AI infrastructure actually gets built.
Our research tracks are designed to be interconnected. 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 produce reports, briefings, and analysis for people working at the intersection of energy, infrastructure, and AI - investors, developers, policymakers, and operators who need to understand what the real constraints are. Our work is independent. We are not aligned with any hyperscaler, utility, or government interest.
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