ENVIZN
Energy, AI, compute, and power. ENVIZN covers the physical systems underneath all of it: the grids, data centers, fabs, and factories being rebuilt this decade, and the engineering decisions driving them.
Compute is now one of the fastest-growing industrial loads in the world. Energy is the constraint deciding how much of it actually gets built. AI sits on top of both, and power sits underneath everything.
ENVIZN covers all four, not only the places where the lines cross. A model release and a rate case can both belong here. The output is essays with the arithmetic attached, and models you can operate yourself.
Generation, fuel, markets, and interconnection queues. What a megawatt-hour costs to produce, and how long it takes to get permission to deliver one.
Models, training runs, and inference economics. What the workload actually demands, as opposed to what the announcement claims.
Accelerators, memory, and the halls built around them. The machinery that turns electricity into arithmetic.
Substations, switchgear, transformers, and cooling. Everything between the grid connection and the chip.
Essays on the companies, technologies, and constraints rebuilding the physical world. The analysis is public so the reasoning can be read, challenged, and used.
Long-form essays alongside working research outlines. Browse the full library →
Each one has a learning track and a growing set of essays.
Compute planned around power first, everything else second.
A century-old grid meeting demand it was never designed to carry.
Where intelligence physically lives, and what it does to the grid around it.
Factories that run themselves, still built by hand.
Manufacturing at atomic precision, now treated as strategic territory.
The part of an AI accelerator that now costs more than the logic.
Ours is building compute, grids, and factories at a pace nothing in the record matches. Four forces explain why, and why they compound.
Global data-center electricity demand is projected to more than double by 2030, with AI-focused facilities driving much of the growth.
Transport, heating, and industry are moving onto the grid: shifting decades of energy demand into electricity.
Much of the grid is aging just as electricity demand (and the complexity of the system) are increasing.
Semiconductor fabs and advanced factories are being built again in the West: creating major new demands for power, water, and supporting infrastructure.
America's infrastructure boom, region by region. Hover a node to explore.
Region notes are editorial syntheses of public planning documents and operator data. Primary sources by region:
Map geometry: U.S. Census Bureau (via us-atlas, Albers projection). Globe coastlines: Natural Earth. Globe hubs are curated from public company announcements; arcs are illustrative relationships, not physical routes. Demand statements draw on IEA Energy & AI analysis and grid-operator forecasts.
The transmission lines energized this decade
will still be carrying power in 2080.
Grid constraints, data center power, interconnection queues, fab buildouts. If you are working on one of these, financing it, or arguing with someone about it, the inbox is open.
