What This Publication Is About

I spent the last several years researching data center infrastructure. Power delivery, cooling systems, capacity planning, the supply chains connecting silicon to the grid. I've written on liquid cooling adoption, hyperscaler nuclear procurement, and the growing gap between announced capacity and what can actually be energised.

More recently I've been building AI systems myself. Automation pipelines, CRM orchestration, research agents. The kind of work that makes you very aware of what's real and what's a demo.

Most AI coverage focuses on models, benchmarks, and funding rounds. Almost none of it asks the boring questions: where does the power come from, what does it actually cost to run, and can the physical infrastructure keep up with what's being promised?

That's what this publication is for. Infrastructure analysis. Operational economics. How automation actually works when you have to maintain it. I'll also be pulling apart the places where AI intersects with energy transition, because those two stories are becoming inseparable and most people covering either one aren't covering both.

I'll be publishing roughly twice a month. First full piece drops soon. Subscribe if you want it.