Insights

Research on infrastructure at AI scale

In-depth analysis of the physical infrastructure constraints, deployment realities, and capital structures shaping the next decade of US digital infrastructure.

Publications

Featured research

Reference doc May 2026 ~23,000 words

Energy Infrastructure for Hyperscale Data Centers

A plain-language guide to building a 1 GW gas plant for AI compute, overlaid with the data center it serves.

A layered reference covering the full physical infrastructure stack required to deliver power to hyperscale AI workloads: gas supply and firm transport, large power transformers and switchgear, turbines and OEM lead times, water at scale, labor and EPC capacity, capital markets, interconnection queues, and the cross-constraint compounding that makes single-input planning insufficient. ERCOT primary, PJM (Ohio and Pennsylvania) comparison. 29 deep dives plus methodology layer with confidence levels and sensitivities.

Gas infrastructure Electrical equipment Permitting Capital markets Labor Water Nuclear / SMR
Read the reference

More research in development

Forthcoming pieces on capital structures, regional dynamics, and AI infrastructure financing.