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Facility Intelligence Newsletter

Member-only deep analysis on the energy and AI infrastructure intersection. Monthly. By David Ayeni.

Facility Intelligence Newsletter

Five campuses hold half the AI build we track

Jul 22, 2026

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5 min read

Five campuses hold half the AI build we track

The 22 GW under construction, and the handover gap it is heading into

David Ayeni

Facility Intelligence Newsletter

From visible to decision-worthy

Jun 9, 2026

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8 min read

From visible to decision-worthy

the governed intelligence layer in regulated infrastructure

David Ayeni