Infrastructure & Capital
Energy & Critical Infrastructure Intelligence
Decision-ready intelligence across electricity, grid infrastructure,
AI and data centers, water, industrial systems, global infrastructure
and capital.
Northern Virginia’s AI Buildout Is Becoming an Electricity Infrastructure Story
AI investment continues expanding across global markets while
electricity, infrastructure, industrial capacity, water and capital
increasingly converge around the same decisions.
Latest Intelligence
$6 Billion: Transmission congestion becomes an increasingly material infrastructure signal.
PJM’s first-half 2026 congestion costs put the economics
of transmission constraints into focus.
NVIDIA investment reaches further into AI’s physical infrastructure layer.
Compute, power availability and data-center
development continue to converge.
Gary, Indiana: prolonged power disruption exposes
the operational cost of infrastructure failure.
Extended outages move grid resilience from
an abstract risk to an operating reality.
AI infrastructure is increasingly becoming
an institutional capital story.
Capital requirements surrounding compute,
electricity and infrastructure continue to expand.
Energy and infrastructure intelligence in motion.
Video intelligence covering the systems,
markets and infrastructure shaping global development.
ENTERPRISE
Decision intelligence for organizations operating across critical systems.
Built for utilities, infrastructure operators, industrial organizations,
ministries, institutional investors, technology organizations and
executive leadership.