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THE WEEKLY INTELLIGENCE BRIEFING

The AI boom is becoming an infrastructure story. Follow what’s being built beneath it.

Every week, Infrastructure of Intelligence™ tracks the power, projects, companies, capital, and decisions shaping the physical foundation of the Intelligence Economy.

One Briefing. Eight Infrastructure Pillars. Five Minutes.

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blue and white striped round textile
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an abstract photograph of a curved wall
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low-angle photography of blue glass walled building during daytime

Free. Delivered Weekly.

AI Doesn't Live In the Cloud

Power. Connectivity. Land. Water. Workforce. Policy. Capital. Sustainability.

Billions of dollars are moving into these systems as utilities expand capacity, data centers search for power, developers assemble land, infrastructure companies increase production, governments compete for investment, and capital follows the bottlenecks.

The Weekly Intelligence Briefing™ helps you see how those pieces connect.

Not just what happened.

Why it matters. Who benefits. And what to watch next.

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a man riding a skateboard down the side of a ramp
Behind every AI model, data center, and enterprise deployment is an increasingly complex physical infrastructure system.

What You'll Get Each Week

The Infrastructure Radar

A quick scan across the eight pillars shaping AI growth.

The Biggest Move

The infrastructure development we believe matters most and why.

POWER
Utilities, generation, transmission, grid equipment, nuclear, natural gas, storage and behind-the-meter energy.

CONNECTIVITY
Fiber networks, interconnection, broadband, subsea cables and the networks carrying intelligence.

LAND
Data center development, powered land, site selection and emerging AI infrastructure corridors.

WORKFORCE
The engineers, electricians, construction teams and technical talent required to build the next generation of infrastructure.

WATER
Cooling, water availability, conservation technologies and regional constraints.

POLICY
Permitting, regulation, incentives, tariffs and government decisions influencing where projects get built.

CAPITAL
Infrastructure investment, private equity, private credit, utility CapEx, M&A and the money financing AI expansion.

SUSTAINABILITY
Energy efficiency, water resilience, waste heat, materials and the technologies making infrastructure more resilient.

The Eight Pillars