PANTHERFIELD RESEARCHResearch
Dated · sourced · reviewable
Strong research makes an argument, then shows the evidence that can break it.
Latest research
29 September 2026 / AI infrastructure
Power at the point of compute
Reliable, deliverable power is a tighter AI infrastructure thesis than undifferentiated electricity exposure. IEA, EPRI and FERC data set out the demand, grid bottleneck, project-conversion risk and cost-allocation questions.
Read the thesisPublication standard
1
Claim and evidenceA defined question, source links, what was tested independently and what remains a third-party claim.
2
Authorship and versionName the accountable author and reviewer, original date, latest review and material revisions before external release.
3
Limits and conflictsSeparate research from paid work, disclose relevant holdings or referral incentives, and preserve correction history.