The AI Grid Report | Neil Winward | Substack

Bloom Energy Sells a Fast Pass Around the Grid

The fast pass has its own line, and New Mexico is where it forms.

Sep 15 • Neil Winward

Edition 24 opened + 30-day trial

Edition 24 is now open, all of it

Sep 12 • Neil Winward

From Reading About the Grid to Owning It

Twelve "AI power" names. Four have grid revenue. The rest are a chip trade with a power label.

Sep 8 • Neil Winward

What Happens When an AI Data Center Becomes Your New Next-Door Neighbor?

The AI data-center boom has hit a human constraint. Power was the first bottleneck. Now the buildout has to win over the people paying for it…

Sep 1 • Neil Winward

GE Vernova Is Trading Like a Chip Stock

GEV, semiconductors, and the hidden shape of the AI trade

Aug 25 • Neil Winward

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What America Is Trying to Build

May 19 • Neil Winward

The Long Wait for AI Power

Jun 2 • Neil Winward

The Most Overlooked Winner in the AI Infrastructure Race

Jun 9 • Neil Winward

The Next AI Boomtown

Jun 16 • Neil Winward

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The AI economy runs on the grid. Grid expansion does not move at the speed of AI adoption. We track the mismatch — and what it means for capital.

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The AI Grid Report

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