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The market moves weekly: a model release opens a product, a price change closes one, and a round tells you who just got a year of runway to compete with you. Spezia tracks all of it and tells you what it means for what you are building.
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Find what to build
ProThe opportunity map lists businesses worth building now, with the demand and the capital behind each.
Opportunity map →Know who is funding your space
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Funding tracker →Watch your competitors
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From this week's map
Real output, read from the data Spezia works from today. Every line links to its source.
With hyperscalers and labs committing hundreds of billions to data-center capacity while voters and new governors throttle permits and power, the biggest near-term return is in the unglamorous bottlenecks that let committed AI capital actually energize and run: power procurement, grid interconnection, and on-site generation.
- Businesses to build12 monthsmedium confidence
Entrepreneurs should build on-site and bridging power businesses (used turbines, converted jet engines, behind-the-meter generation) for data-center developers, since projected gas turbine orders of 129 GW exceed global production capacity of 60-70 GW and buyers are already scouring for second-hand turbines.
Basis: Source reports 129 GW projected turbine orders against 60-70 GW global production capacity and buyers turning to used turbines.
- Put AI to work in your operations3 monthsmedium confidence
Operators should deploy coding and research agents internally now, because METR found AI may have doubled Anthropic's research pace (acceleration factor 1.97) and more than 80% of merged code was authored by Claude, and OpenAI reports 3.1 agent workdays per human workday.
Basis: Source reports a 1.97 research acceleration factor, over 80% Claude-authored merged code, and 3.1 agent workdays per human workday.
- Where capital is going next12 monthsmedium confidence
Investors should favor data-center conversion platforms with contracted power, because Core Scientific controls 2.6 GW gross and 1.7 GW leasable capacity across 11 data centers and TeraWulf expanded Muskie to 1,000 MW contracted power.
Basis: Sources and report 2.6 GW gross/1.7 GW leasable capacity and 1,000 MW contracted power.
Sources:Core Scientific controls 2.6 GW of power across 11 data centers and is converting sites to AI and HPC workloads.TeraWulf expands Muskie Data Campus to 1,000 MW of contracted Kentucky power for AI/HPC.
The full set of calls, each with its sources, is inside.
Continue free →Free account, no card. A free account previews Opportunity map before you choose a plan.
Projections, not facts. Each states its basis and horizon, and its confidence is the lower of two independent checks.
Questions people like you ask first
Press one to run it. Each answer cites its sources.
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Questions
Will this help me raise?
It shows you who is investing, in what and how much, from public reports. It does not make introductions.
Can my coding agent use Spezia?
Yes. Connect it on the Agents page, and your agent can pull tool picks, news and company rundowns while it works.
Research written for founders
- AI tools and modelsLiveWeeklypicks for each job, rewritten from release notes and results
The best AI model and tool for each job, updated every week
The best AI model and tool for coding, research, content and more, with the reason, the cost and what to avoid. Read live from Spezia's weekly guide.
- AI money and dealsLiveLiveledger of the largest reported AI deals
The biggest AI deals this week: rounds, loans and spending plans
The largest AI deals reported in the last two weeks, with amounts, parties and sources. Rounds, loans, contracts and spending plans, never added together.
- AI news, kept currentLiveLivefeed of the week's leading AI stories
AI news today: the week's leading stories, one line each, with sources
The leading AI stories of the week, one line per event with the strongest source linked. Read live from Spezia's checked feed, never repeated.
Spezia for other readers
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Know which data center projects are real, and who is paying.
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