The Grid Was Already Breaking. Now Add AI.

The U.S. grid nearly hit its all-time peak from weather alone in January 2026. Data center demand is set to more than double by 2030. Something has to give or someone has to build.

The Invisible Toll Booth Briefing

This is the foundational brief for Open Market Wire Core subscribers. It explains the structural thesis behind every issue we publish. The monthly Scorecard issues apply and update this framework to current opportunities. Start here.

Where The AI Money Actually Settles

Pricing Power in AI Contracts: Utility Lock vs. Equipment Commodity

The AI power boom created two different opportunities: one is a pricing-power machine, the other is a volume play. We show you which is which.

The AI Trade Most Investors Are Getting Wrong

AI is not just a software story. The real opportunity sits in a physical bottleneck that controls pricing power.