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Latest complete edition01
Evidence cut 22 Aug 2026
AI infrastructure & power · Interconnection
AI power bottlenecks: where the interconnection thesis breaks
For utilities, developers, infrastructure investors, and public-sector planners.
Executive summary
AI-infrastructure demand is real, but the investable bottleneck is local delivery, not a single global power forecast. The public evidence establishes large and uncertain electricity-demand scenarios. It does not establish deliverable capacity at a specific site.
The decision implication is to gate a project on queue position, substation and transmission scope, equipment lead times, curtailment rights, and credible phasing before treating announced megawatts as available capacity.
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Industry and sub-industry index
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Coverage areas define the acquisition and research taxonomy. A monitored sector is not automatically a publishable report; only editions that pass source, rights, and claim-lineage gates appear for sale.
01Technology, media & infrastructure5 coverage areas
AI infrastructure & power Data-centre electricity · grid capacity · interconnection
Information, software & media Software · telecom · data · publishing · digital media
Retail media & competition Consumer data · advertising networks · competition signals
EV charging deployment Charging infrastructure · transport electricity
Arts & entertainment Creative industries · sports · gaming · live experiences
02Energy, resources & built environment5 coverage areas
Utilities Electricity · gas · water · regulated systems
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