Research

Research Sources & Citations

Every claim we make — about AI factories, power, water, land, and the workforce — is backed by a primary source. Government labs, the IEA, industry analysts, and independent reporting. We publish the receipts so you can check our work. Browse the research behind each topic below.

Research Sources & Citations

AI Campus Colocation

AI Data Center Battery Storage: 2026 Operator Capacity Brief

AI Data Center Construction Cost: The 2026 Capex Math Guide

AI Data Center Grid Interconnection: 2026 Operator Brief

AI Data Center Natural Gas Turbines: 2026 Operator Brief

AI Data Center Supply Chain: 2026 Lead-Time Survival Guide

AI Data Center Transformer Shortage: 2026 Operator Brief

AI Factory Infrastructure

AI Inference Infrastructure

AI Infrastructure Deployment Timeline

Agents as the New Operating Layer for Small Business

Athlete Performance Data

Autonomous Executive Agents and the SMB Affordability Paradox

Behind the Meter AI Power

Build vs Buy AI Infrastructure

Data Center Grid Operator Watchlist

Data Center Land Requirements

Data Center Moratorium

Data Center Water Tracker

Data to Intelligence

Defense AI Infrastructure

First Time Is Not First of a Kind

Landmark fixture sources

Liquid Cooling for AI

Modular AI Campus

Nationwide Data Center Delay Watchlist

North American Data Center Capital Atlas

Sovereign AI Infrastructure

The 49 Billion Gallon Mirage

The August 17 Deadline: How FERC's Show-Cause Order Rewrites the AI Factory Interconnection Playbook

The F1 Principle

The Governed-Compute Thesis

The Inference Paradox

The Model Was Fine. The Instrument Was Not.

The Ownership Divide

The Physical Power Crunch

The Price of Intelligence

The Quiet Rewrite

The Standard That Doesn’t Exist

The Two Most Valuable Assets in the AI Race Are Not What You Think

Three Levers, One Loop

Tokens Per Watt Per Dollar

U.S. Data Center Moratorium Tracker

U.S. Data Center Permits and Power Development Tracker