The Next AI Boomtown
The overlooked power markets positioned to attract the next wave of AI infrastructure investment
A Note From Neil
A few months ago, we made the decision to pause MacroMashup and focus our efforts on a new publication: AI Grid Report.
The response has been encouraging, and the conversations with readers have convinced me that the intersection of AI infrastructure, power markets, transmission, energy policy, and capital allocation may be one of the most important investment themes of the next decade.
One of the most popular questions I’ve been exploring is surprisingly simple:
Where will the next major concentration of AI infrastructure emerge?
Most investors immediately think of Northern Virginia.
The data points somewhere more interesting.
The article below was originally published in AI Grid Report and examines the power markets, transmission constraints, generation outlooks, and infrastructure dynamics shaping what I call the next AI boomtown.
I thought MacroMashup readers would find it valuable, so I’m sharing it here in full.
If you enjoy this type of research, I invite you to subscribe to AI Grid Report, where I publish weekly analysis on AI infrastructure, power markets, grid constraints, utilities, energy policy, and the capital-allocation implications that follow.
I hope you enjoy the article.
— Neil