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The Hidden Economics of Energy and Intelligence
Research on Energy × AI: the power behind data centers, AGI, and the robot economy — and who’s best positioned to win.
- • Energy concepts — watts, loads, cooling, siting.
- • Company & startup analysis — cloud, utilities, chips, nuclear, storage.
- • Strategic foresight — read the terrain, see the next move.
“The future won’t be coded. It will be powered.”

Energy × AI Brief
Weekly signal on data-center power, grid stress, and intelligence demand. Short takes + one deep chart.
Energy Concepts
Plain-English primers on watts, PUE, cooling, siting, transmission.
Who Benefits
Utilities, hyperscalers, chipmakers, thermal, nuclear, storage — winners & risks.
Foresight Tools
Wardley maps, scenarios, strategy kernels — see the next move.