01 / Report archive

Reports from the systems behind AI.

60-second video reports, long-form interviews, physical infrastructure reporting, and essays from the people building the AI economy.

A high-voltage substation meeting a monumental AI data centre campus
Concept study: electrical infrastructure and compute capacity planned as one system. AI-generated concept image
Long-form report / 001
Long-form video · 08 min

Inside the AI power race

The infrastructure contest behind the next generation of artificial intelligence.

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Short-form video

60-second reports.

Fast, clear video reports shaped from the long-form conversation for a mainstream audience.

Electrical switchgear aligned opposite dense server racks in a compute facility
Concept study: the electrical systems between grid connection and server rack. AI-generated concept image
Physical reports Report 005 · 09 min

Where silicon meets the substation

A visual report on the interface between high-performance compute and the grid.

“Reliable compute starts before electricity reaches the rack.”
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Company essays

Bring your expertise to the conversation.

We welcome clear, grounded essays and contributed content from the companies, operators, investors, and experts building the physical systems behind AI.

Submit an essay or content idea
Index / 01–18

The reporting map.

01Grid capacity02Data Centers03Capital04Transmission05Load growth06Reliability07Cooling08Water09Site design10Power markets11Location12Investment13Interconnection14Hardware15Resilience16Strategy17Procurement18Long-term supply
Paid media interviews · Distribution across radio, streaming, and television. · Distributed by Content Syndicate