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brianletort.aiD. Brian Letort, Ph.D.

Biweekly market intelligence

Power, Models, and Moats

September 5, 2026No. 1

Structural movement across the AI value chain, for people who allocate capital and capacity.

Complete issue archive.

Eleven pillars swept every cycle — power, land, construction, workloads, networking, chips and memory, models, distribution, data, policy, and capital. Public sources only, explicit transaction states, and a coverage audit that prints its own gaps.

The eleven pillars

Swept every cycle, audited in every issue

  1. 01Power
  2. 02Land
  3. 03Construction
  4. 04Workloads
  5. 05Networking
  6. 06Chips and memory
  7. 07Models
  8. 08Distribution
  9. 09Data
  10. 10Policy
  11. 11Capital

Published issues

1 issue · newest first

  1. No.01

    2026-08-22 to 2026-09-05 · September 5, 2026

    The Collateral Is the Contract

    Six GPU-backed facilities priced this year separate cleanly into two bands, and the variable is not the hardware. It is who signed the offtake. Power still decides whether a data center can exist; a rated counterparty now decides what it costs to build.

Methodology

What survives into every issue

  • Every issue audits all eleven pillars and publishes the thin ones rather than hiding them.
  • Transactions carry an explicit state: rumored, reported, agreed, signed, approved, closed, challenged, or abandoned.
  • Strategy dossiers require an alternative explanation alongside the inferred strategy.
  • Consequence chains carry falsifiers, and investor cases carry tripwires. No price targets.
  • Factual charts are native data layers with source, unit, period, and method. Generated art never renders numbers.