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The Vistergy Brief

Energy-AI infrastructure intelligence delivered weekly

Still Dark

One switch fails.  $9m gone.  Every hour.

Apr 2, 2026

•

7 min read

One switch fails. $9m gone. Every hour.

One in five data centre outages costs more than $1m

David Ayeni
David Ayeni

The Vistergy Brief

The five layers between power and GDP

Mar 31, 2026

•

10 min read

The five layers between power and GDP

The binding constraint is not what you think

Vistergy Orbit
David Ayeni
Vistergy Orbit, +1

Still Dark

30,000 files. One site.

Mar 26, 2026

•

7 min read

30,000 files. One site.

Nobody can find the wiring diagram...

David Ayeni
David Ayeni

The Vistergy Brief

90% capacity factor.  Zero carbon credits.

Mar 24, 2026

•

10 min read

90% capacity factor. Zero carbon credits.

AI pays anyway.

Vistergy Orbit
David Ayeni
Vistergy Orbit, +1

Still Dark

Still Dark #1: AI factories go up on time...

Mar 19, 2026

•

7 min read

Still Dark #1: AI factories go up on time...

...then they sit dark for 18 months.

David Ayeni
David Ayeni

The Vistergy Brief

Signatures between a reactor and a rack.

Mar 17, 2026

•

12 min read

Signatures between a reactor and a rack.

China uses 3...

Vistergy Orbit
David Ayeni
Vistergy Orbit, +1

The Vistergy Brief

Nuclear-Datacenter Sites

Mar 10, 2026

•

9 min read

Nuclear-Datacenter Sites

Mapped by Crowdsourced Intelligence

Vistergy Orbit
David Ayeni
Vistergy Orbit, +1

The Vistergy Brief

What the UK Gets Wrong About Nuclear-AI...

Mar 3, 2026

•

9 min read

What the UK Gets Wrong About Nuclear-AI...

...And How to Fix It

Vistergy Orbit
David Ayeni
Vistergy Orbit, +1

The Vistergy Brief

The SMR Paradox

Feb 24, 2026

•

10 min read

The SMR Paradox

Why 2030 Demand Meets 2035 Supply

Vistergy Orbit
David Ayeni
Vistergy Orbit, +1

The Vistergy Brief

Island Nations Can't Build Reactors.

Feb 17, 2026

•

9 min read

Island Nations Can't Build Reactors.

They're Importing Nuclear Power Instead.

Vistergy Orbit
David Ayeni
Vistergy Orbit, +1
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