The Gridlocked Model

Infrastructure constraints, translated into market rankings and public-market read-through.

Gridlocked is a proprietary framework for scoring U.S. data center markets and public companies on physical infrastructure bottlenecks — power, grid interconnection, land, water, fiber, and construction. It is a systematic research tool, not a sentiment screen.

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  Market-level constraint severity. Bottleneck pressure scores across power availability, grid interconnection, land, water, and buildability — updated as conditions change.

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  Public-company exposure to infrastructure bottlenecks. A scored universe of beneficiaries and constraint-risk operators, organized by conviction tier and weighted by bottleneck severity.

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  Changes in power, queue, utility, and buildability signals over time. A dated revision log tracking every approved score or confidence update — kept honest and auditable.

Thesis & research, not investment advice.