The AI Grid Report

The AI Grid Report

June 2026

The Missing Piece in the AI Investment Story
A two-year wait, one domestic steel supplier, and the overlooked equipment determining when billion-dollar AI data centers receive power.
 • Neil Winward
The Data Center That Couldn’t Get Power
A finished building. A signed power agreement. Three years of waiting for electricity. Why energization has become the biggest risk in AI…
 • Neil Winward
Neil’s Take | Edition #12
Neil's Take on Edition 12 | What surprised me after researching The Next AI Boomtown
 • Neil Winward
2:19
Research Supplement: China’s $295 Billion AI Plan Isn’t What Investors Think
Why comparing headline spending misses the two numbers that actually determine AI leadership.
 • Neil Winward
The Next AI Boomtown
The overlooked power markets positioned to attract the next wave of AI infrastructure investment
 • Neil Winward
AIGR Research Supplement #11
How We Ranked the Most Overlooked Winner in the AI Infrastructure Race
 • Neil Winward
The Most Overlooked Winner in the AI Infrastructure Race
Everyone is looking at ERCOT and PJM. The data points somewhere else.
 • Neil Winward
AIGR Research Supplement #10 The Speed-to-Power Index
A framework for evaluating which U.S. grid regions can move large-load projects from demand to energized operation most efficiently.
 • Neil Winward
The Long Wait for AI Power
The market is still watching the generation queue. The real bottleneck has already moved.
 • Neil Winward

May 2026

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