Spot electricity ranges several-fold across the grids where AI compute wants to live. That spread, not the average price, is what decides where the next data centers actually get built.
Independent research on the physical bottlenecks behind the AI buildout: compute, memory, power, and networking, mapped to the public companies exposed to each.
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Source-backed constraint intelligence for the AI build.
Where AI power is cheap, and where it is brutal | Tessara