What we do

Atlas1 analyses the physical and timing constraints that determine whether AI infrastructure can actually be built. Power access, permitting, delivery timelines, and capital exposure are where ambition most often breaks.

What we do

Atlas1 provides independent intelligence on where AI ambition meets real-world limits.

We work upstream of execution to help investors, operators, and policymakers understand:

  • which projects are physically constrained versus merely underfunded
  • where delivery risk is being mispriced
  • how power, infrastructure, and capital stack timelines actually interact at scale

The goal is not commentary, but clarity before commitments are made.

Our Services

1. Open Intelligence (Free)

We publish ongoing analysis exploring the structural bottlenecks shaping AI infrastructure.

This includes:

  • Power access and time-to-energy constraints
  • Infrastructure build timelines versus AI development cycles
  • Capital allocation mismatches
  • Second-order effects across grids, data centres, and compute deployment

This work is publicly available and designed to sharpen thinking, not sell conclusions.

Subscribers receive a weekly brief highlighting what materially constrains AI infrastructure scaling.

Sign up for free

2. Deep Intelligence (Paid – launching soon)

For organisations and individuals who need more than public commentary, we provide deeper, subscriber-only intelligence.

This work is designed for decision-making, not content consumption.

It includes:

  • Structured constraint analysis
  • Early signal identification
  • Scenario framing and downside risk mapping
  • Focused briefings on specific infrastructure, energy, or deployment questions

Access will be limited to preserve signal quality.

3. Direct Queries & 1-to-1 Engagement

For specific questions that require context, judgment, or first-principles reasoning, we offer direct engagement.

This includes:

  • One-off calls
  • Written responses to targeted questions
  • Confidential discussion of infrastructure, energy, or timing risks

This is applied thinking, grounded in real constraints.

How to Engage

To request access, ask a question, or explore working together:

intelligence@atlas1.ai