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The AI Grid Report
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Who Can Stop an AI Data Center?
Washington sets the rules. States decide who pays. The final veto may be local.
Aug 18
•
Neil Winward
1
2
10 Gigawatts Are Sitting in American Driveways
The EV grid problem may actually be a grid opportunity.
Aug 11
•
Neil Winward
2
6
4
Software Scaled in the Cloud. AI Scales on the Grid.
AI is changing more than software. It’s changing what software depends on.
Aug 4
•
Neil Winward
3
5
July 2026
Kimi K3 and the Grid
The market is watching the wrong signal.
Jul 28
•
Neil Winward
2
4
4
The Overbuild Is the Product
AI bloat is spreading from the model to the data center, the grid, and the capital markets.
Jul 21
•
Neil Winward
2
2
1
Three ideas I’m still wrestling with after my conversation with Andy Masley
AI, data centers, and the physical infrastructure making the AI economy possible
Jul 16
•
Neil Winward
3
1
Live with Neil Winward & Andy Masley - Everything You Hate About Data Centers - But Shouldn't
A recording from Neil Winward's live video
Jul 14
•
Neil Winward
and
Andy Masley
8
50:40
From Inside A Live ERCOT Data Center Deal
The Announcement Is the Easy Part
Jul 14
•
Neil Winward
1
The Data Center Story You’re Not Being Told
Most people argue about motives. This issue shows you how to evaluate the deal instead.
Jul 7
•
Neil Winward
2
3
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.
Jun 30
•
Neil Winward
1
2
2
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…
Jun 23
•
Neil Winward
3
2
Neil’s Take | Edition #12
What surprised me after researching The Next AI Boomtown
Jun 20
•
Neil Winward
2:19
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