Freedom Grid-Quarterly Briefing-Q1 2026 The thesis held. Here is what tried to break it.....

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Freedom Grid-Morning Brief-March 23rd 2026 Another Normal Monday.....

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Freedom Grid-Morning Brief-March 18th 2026 The Bottleneck Moves Inside the System

Nothing broke in AI infrastructure this week. That’s the problem.

The system is tightening. Power delivery inside data centers is now the bottleneck, and even nuclear fuel transport is emerging.

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#AIInfrastructure #Energy #FreedomGrid

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A Small Georgia Town Just Stopped a Federal Project by Turning Off the Water What ICE detention centers and AI data centers suddenly have in common

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EJ Dombrowski (@ejdombrowski) If you want the next AI investment theme… WATER. First level thinking suggests you buy chip or AI Platform stocks to invest in AI. Second level thinking might get you to electricity. But the infras...

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Freedom Grid-Morning Brief-March 16th 2026 The Signal

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The infrastructure buildout behind AI is no longer theoretical. It’s happening across power, cooling, and the grid.

Full breakdown in today’s Freedom Grid Morning Brief.

#AIInfrastructure
#DataCenterPower
#FreedomGrid

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Everyone is debating which SMR company wins.

Oklo.
NuScale.
TerraPower.

I have no idea which one will win.

But I know for sure they’ll all need fuel.

I track infrastructure choke points like this in Freedom Grid.

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#nuclear #energy

EJ Dombrowski | Substack The infrastructure behind AI: power grids, generation, transmission, and the bottlenecks shaping the next decade of compute. Independent research and analysis by EJ Dombrowski.

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Everyone suddenly understands the AI power problem.
Almost nobody has built the infrastructure yet.

Recognition vs Implementation:

Power: 82 / 23
Cooling: 58 / 19
Water: 32 / 8
Nuclear: 48 / 5

This gap is where the next decade of infrastructure investing lives.

FREEDOM GRID — WEEKLY BRIEF Week of March 9 to March 13, 2026 THE WEEK

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#FreedomGrid #AIInfrastructure #EnergyTransition #PowerGrid #DataCenters #NuclearEnergy

FREEDOM GRID — MORNING BRIEF March 13th 2026 Today’s PCE inflation reading will determine whether elevated energy prices translate into tighter monetary policy expectations for infrastructure financing.

Stagflation Signals Incoming.

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FREEDOM GRID — MORNING BRIEF March 13th 2026 Today’s PCE inflation reading will determine whether elevated energy prices translate into tighter monetary policy expectations for infrastructure financing.

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The Bottleneck Map: Where the AI Buildout Actually Breaks The AI boom is colliding with the physical limits of electricity, cooling, water, and the grid.

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