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The Vistergy Brief

Energy-AI infrastructure intelligence delivered weekly

Still Dark

25 standards walk into a facility.

Apr 16, 2026

•

9 min read

25 standards walk into a facility.

None of them agree...

David Ayeni
David Ayeni

The Vistergy Brief

50% faster to power.

Apr 14, 2026

•

10 min read

50% faster to power.

The bridge between built and operational.

Vistergy Orbit
David Ayeni
Vistergy Orbit, +1

Still Dark

Up to 18 months of handover.

Apr 9, 2026

•

7 min read

Up to 18 months of handover.

One team did it in four weeks.

David Ayeni
David Ayeni

The Vistergy Brief

99% sovereign capital.  1% commercial bank.

Apr 7, 2026

•

9 min read

99% sovereign capital. 1% commercial bank.

The financing model is the product.

Vistergy Orbit
David Ayeni
Vistergy Orbit, +1

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
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