The Power Delivery Gap
The interconnection queue holds 1,100+ GW, but the grid delivers renewables at 30+ GW a year and firm gas at low single digits. A model of what the US grid can actually deliver, built on MLQ queue and generator data.
7 reports — filtered
The Quantum Computing Ecosystem: Hardware, Software, Security, and the Infrastructure Beneath
With $4.2 billion in venture investment in 2025, NIST post-quantum standards finalized, and IonQ becoming the first publicly listed quantum company to cross $100 million in annual…
Optical Networking
The Interconnect Constraint: Lasers, transceivers, and switching silicon in the race to feed AI infrastructure.
Physical AI
The Next Industrial Revolution: How AI-enabled robots and autonomous systems are moving from R&D to factory floors.
AI Data Center Cooling
The Critical Infrastructure Bottleneck: How thermal management became the constraint nobody talks about.
Neocloud Infrastructure
The emerging GPU cloud providers building AI infrastructure at scale outside the hyperscaler giants.
AI Chips & Accelerators
The Silicon Foundation of the AI Revolution: GPUs, ASICs, and the companies competing to power frontier AI.