Power management
Eaton — distribution, switchgear, UPS and power quality.
AI infrastructure research
Power Infrastructure
Power is more than generation. For AI data centers, delivery, conversion, cooling and grid interconnection can constrain growth earlier than new generating capacity.
Current research lens
From power density to grid capacity
Treat this as a hypothesis map. Each segment requires company-specific evidence: backlog quality, manufacturing capacity, permits, interconnection lead times and customer capital spending.
Cooling & critical infrastructure
Vertiv — thermal management and power systems in dense data centers.
Transmission & grid build
Quanta Services — construction, interconnection and grid modernization.
Generation & grid technology
GE Vernova / utilities — supply, turbines, grid equipment and dispatchable power.
Long-horizon nuclear
SMR — research the commercial, regulatory and financing milestones before treating it as capacity.
Near-term focus
Power delivery, UPS, cooling
Medium-term focus
Transmission, substations, transformers
Long-term focus
Generation, nuclear, SMR