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Grid-to-Chip: The AI Power Buildout, Mapped

26 August 2026 · 28 min read · Updated 30 Aug 2026
Grid-to-Chip framework cover: five-stage power chain (P1 electrons to P5 rack-to-gate), four-stage heat chain (H1 to H4), AC-
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    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
    Adi Kumar

    Executive with 20+ years in AI data centre power, industrial technology, automation and control, and energy infrastructure. Prior operating roles at Eaton, Honeywell, Cisco, and BCG..

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