Infrastructure · Megaproject · Power & Energy
Up-to-date research from the Bearing Labs team on modern megaprojects, and infrastructure buildouts.
Featured · Power & Energy
June 3, 2026 · 16 min read
The proposed NextEra-Dominion combination is not a near-term power unlock for East Coast datacenters.
Featured · AI Infrastructure
June 1, 2026 · 14 min read
The ground still wins the commodity-compute race through at least 2035, and remains the base case for 2040.
Featured · Power & Energy
May 30, 2026 · 18 min read
Why hyperscale power is moving behind the meter, and why most announcements will not deliver on the AI schedule.
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What this room is for
Our research focuses on some of the largest challenges in modern infrastructure development, including AI infrastructure, the US electric grid, and more. All of this is drawn from public record — court filings, regulatory dockets, utility rate cases, and environmental review materials.
