DG Matrix: Underwriting the Multi-Port SST Bet at the AI Factory Perimeter 26 August 2026 · 52 min read · Updated 1 Sep 2026 Share on LinkedIn Respond via email ← Previous Grid-to-Chip: The AI Power Buildout, Mapped Next → Grid-to-Chip P1 · Electrons: firm generation for the AI campus Continue reading The AI Power Chain 6 essays + 6 companions · the physical infrastructure of AI compute The Investment Layer 8 essays · how the AI buildout is financed Due Diligence for the AI Buildout 14 essays + 3 supplements · how to run DD for AI infrastructure and industrial technology deals Get the next essay in your inbox. Free. AI infrastructure, industrial technology, energy systems. Every essay as it publishes. Subscribe · Free