On power, sovereignty, edge inference and the architecture of the most consequential decade of infrastructure investment in living memory.
Chips get the headlines; grid connections decide the winners. Why interconnection queues, not fabrication capacity, will set the pace of the AI buildout, and what twenty years in renewables taught us about jumping them honestly.
Read the essay →Nations are concluding that intelligence is critical infrastructure, and that it should live at home. What sovereign AI programmes mean for where the next gigawatts get built, and who gets to build them.
Read the essay →Data Centres are becoming the grid’s largest new customer. The developers who arrive with generation, flexibility and additionality, not just load, will be the ones communities and regulators say yes to.
Read the essay →The AI era wants capacity yesterday, financed for thirty years. How to structure capital that matches the duration of the asset, and why the mismatch is where most developers will fail.
Read the essay →Training centralises; inference distributes. As AI moves from labs into daily life, latency turns geography back into strategy, and distributed edge networks into the quiet winners of the decade.
Read the essay →Five years ago a 50 MW campus made news. Today the serious conversations start at a gigawatt. What changed, what it means for grids and capital, and why discipline matters more as the numbers get bigger.
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