Research & Newsroom

Research and analysis from Fortuda Energy.

Industry reports, market research, and perspectives on the distributed energy-to-compute infrastructure opportunity.

Latest Publication
Industry Report24 min read

The State of Distributed Compute Infrastructure: 2026 Industry Report

Demand, bottlenecks, key players, and the regulatory forces reshaping where and how compute infrastructure gets built.

The structural gap between AI power demand and grid capacity is forcing a fundamental rethink of compute infrastructure. This report surveys the distributed compute market as of early 2026: the scale of demand, the nature of the bottlenecks, the players executing, and the regulatory forces shaping the space.

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5 reports
Perspective14 min

Why Distributed Power Is Essential to AI's Future

The infrastructure buildout required to satisfy AI's energy appetite has collided with a grid never designed for this moment. Interconnection queues stretch a decade. The conclusion is clear: distributed generation is the missing infrastructure layer that AI's future depends on.

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Research22 min

The Stranded Energy Opportunity: Turning Waste Gas into Compute Power

Every day, the global oil and gas industry burns off enough natural gas to power entire cities. At wellhead, that gas has near-zero cost. Converted to electricity on-site, it produces power at under $0.01/kWh — a 7x to 13x advantage over grid electricity. This analysis examines the economics, technology, and market validation behind stranded gas-to-compute.

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Research19 min

Grid Independence and Resilience: The Case for Off-Grid Data Infrastructure

Power failures cause 52% of significant data center outages. Grid interconnection queues stretch 5 to 8 years. Five NERC regions face high reliability risk by 2030. The case for off-grid, behind-the-meter data infrastructure is no longer theoretical — it is structural.

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Research18 min

North America's GPU Capacity Gap: Where the Next 100 GW of Compute Power Will Come From

The U.S. is in the most compressed infrastructure buildout in modern history. Goldman Sachs estimates 82 GW of new generation is needed by 2030. Grid queues hold 2,300 GW of pending requests. This analysis maps the supply-demand imbalance and identifies where the next 100 GW will come from.

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