About Follow the Bottleneck
Data centres can secure capital, GPUs, water, land and fibre - but what about electricity?
Billions of dollars are being allocated to the build out of artificial intelligence.
Approvals are moving. The grid is not.
Follow the Bottleneck is a weekly newsletter focused on the artificial intelligence path to power.
For investors curious about how the high-voltage transmission network can absorb data centre large loads, the supply chain dynamics playing out and the opportunities emerging to meet compute demand.
Follow the Bottleneck draws upon Australia’s National Electricity Market as a live case study, tracking the tension of where ‘bytes meet atoms’. It is our way of sharing what we are seeing as the emerging opportunities to accelerate connections.
We started Follow the Bottleneck after long careers in the energy sector. We saw that investors with capital committed to the energy system were being lumped in with the government, policy and regulatory audience - served content written for someone else.
This newsletter seeks to change that and is honest about what is happening on the ground rather than what the transition narrative says it ought to be.
Why Now
Data centre demand is arriving faster than the network can absorb.
Connection timelines are blowing out and projects are being repriced.
The gap between government policy and the laws of physics is growing.
For questions or feedback, please contact us anytime at info@followthebottleneck.com
FAQ
Who is Follow the Bottleneck for?
If your capital is exposed to data centres - this is for you.
Written for data centre developers, real-asset and infrastructure teams, and the investors backing them.
What do I get with the free Tier?
The free tier includes access to public sections of our newsletters.
How often is new content published?
Follow the Bottleneck publishes every Tuesday morning.
Is this investment advice?
No. Follow the Bottleneck is for informational purposes only. The content reflects our views and research but it is not a recommendation. This is not tailored to any individual or company.
How do I get in contact?
We are grateful for each one of our readers and want to make it easy to engage with us. If you have any unanswered questions after reviewing this FAQ page, please don’t hesitate to email us at: info@followthebottleneck.com
