{
  "version": "https://jsonfeed.org/version/1.1",
  "title": "Constraint Alpha Research Notes",
  "home_page_url": "https://constraintalpha.com/",
  "feed_url": "https://constraintalpha.com/feed.json",
  "description": "Source-backed research notes on physical technology bottlenecks.",
  "items": [
    {
      "id": "ca-note-2026-08-15-ai-power-grid-research-baseline",
      "url": "https://constraintalpha.com/research/ai-power-grid-research-baseline",
      "title": "AI Power & Grid: A Source-Backed Research Baseline",
      "summary": "Constraint Alpha starts the AI power research process with the physical system: firm generation, grid connection, power distribution, cooling, and the qualified equipment needed to deliver usable megawatts to a data center.",
      "content_text": "Constraint Alpha starts the AI power research process with the physical system: firm generation, grid connection, power distribution, cooling, and the qualified equipment needed to deliver usable megawatts to a data center.\n\nWhy it matters: AI infrastructure growth can be delayed by equipment availability, interconnection, cooling, and project execution even when compute demand remains strong. Mapping those dependencies makes the research question testable instead of treating every electrical supplier as equivalent exposure.",
      "date_published": "2026-08-15T10:30:00Z",
      "date_modified": "2026-08-15T10:30:00Z",
      "tags": [
        "constraint-alpha",
        "theme",
        "ai-power-grid"
      ],
      "_constraint_alpha": {
        "schema_version": "1.0",
        "confidence": "high",
        "research_as_of": "2026-07-12",
        "markdown_url": "https://constraintalpha.com/agents/notes/ai-power-grid-research-baseline.md"
      }
    }
  ]
}