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Grid Boiler
Grid Boiler

AI infrastructure and energy, boiled down.

Grid Boiler #005 — AI Infrastructure Buildout Heats Up

Sep 5, 2026

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3 min read

Grid Boiler #005 — AI Infrastructure Buildout Heats Up

Hyperscale AI buildout races ahead – new data halls, power deals, and connectivity milestones.

Grid Boiler
Grid Boiler
Grid Boiler #004 — AI infrastructure is buying power and bandwidth years early

Sep 4, 2026

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2 min read

Grid Boiler #004 — AI infrastructure is buying power and bandwidth years early

Cipher starts the gas path to 2.5 GW, Texas audits its grid queue, and Firmus reserves 25 years of trans-Pacific capacity.

Grid Boiler
Grid Boiler
Grid Boiler #003 — The Race To The First Token

Sep 2, 2026

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2 min read

Grid Boiler #003 — The Race To The First Token

AI infrastructure spending is moving upstream—from servers into microgrids, geothermal, cooling and credible megawatts.

Grid Boiler
Grid Boiler
Grid Boiler #002 — Prove the megawatts

Sep 1, 2026

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4 min read

Grid Boiler #002 — Prove the megawatts

SB Energy brings $439B of backlog to public markets, Texas confronts ghost demand, and Google locks in 396 MW of geothermal.

Grid Boiler
Grid Boiler
Grid Boiler #001 — AI’s new bottleneck: bankability

Aug 31, 2026

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4 min read

Grid Boiler #001 — AI’s new bottleneck: bankability

OpenAI’s Ohio buildout, cooling M&A, Saudi compute, custom chips, photonics and Europe’s sovereign AI push.

Grid Boiler
Grid Boiler

Grid Boiler

The infrastructure powering AI, boiled down.

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