2026 Important Update
A quick note on some exciting news: As of March 31, we’re pausing this publication to launch The AI Grid Report, where we’ll focus exclusively on AI-driven grid constraints and their capital implications. You won’t be automatically subscribed — we want that decision to be intentional. All past issues will remain fully accessible in the archive, so nothing is being lost. This isn’t goodbye to broader macro thinking — it’s a deliberate decision to concentrate on what we believe is the most time-sensitive structural shift unfolding right now.
If you’re interested in how electricity infrastructure may shape the next phase of the AI economy, we invite you to subscribe to The AI Grid Report here:
