DG Matrix: Underwriting the Multi-Port SST Bet at the AI Factory Perimeter 26 August 2026 · 55 min read · Updated 6 Oct 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 essays + companions · the physical infrastructure of AI compute The Investment Layer essays · how the AI buildout is financed Due Diligence for the AI Buildout essays + supplements · how to run DD for AI infrastructure and industrial technology deals