Know where AI is going. Put your time and capital there.
Spezia reads 130+ sources every day across models, money, chips, power, policy and markets. It keeps only the facts its sources prove, ranks what matters for your goals, and projects what comes next. The work of an AI advisory team, delivered as software.
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- Areas of AI covered, from models to policy
- 10
- Sources read every day
- 130+
- U.S. AI data center projects tracked
- 1,047
- Kept only if its quote is found on the source
- Every fact
One tool for each job. Pick yours and run it.
Every tool reads the same checked data. Each has its own page with a live example, and a free account lands you inside it.
Decide
Ask a question, get the answer and the evidence.
Ask Spezia
Start hereFreeAn analyst that answers from verified data, with a source on every figure.
See it liveWhat to build, where to deploy AI and where capital is going next.
See it liveAI Progress
FreeReleases, benchmarks and an outlook for the next 3 to 24 months.
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Stay ahead
What moved in AI, ranked for what you are trying to do.
Your front page
FreeThe day's AI news, deals and moves, ranked for your goals.
See it liveAI Intel
FreeTen areas of AI, read in full and checked, one line per story.
See it liveWeekly brief
FreeOne page every Monday. Every bullet cites its sources.
See it liveLong interviews and talks, reduced to their points with timestamps.
See it live
Follow the money
Who is raising, who is paying and who is spending.
Rounds, debt, acquisitions and spending plans, each traced to its source.
See it liveEvery AI lab, company and investor, ranked by what they are doing now.
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Pick your AI stack
The right model and tool for each job, kept current.
Tooling guide
NewFreeThe best model and tool for each kind of work, rewritten weekly.
See it liveSoftware watch
NewFreeNew models, features, prices and limits, the day they ship.
See it liveSpezia for your AI agent
NewFreeConnect Spezia to Claude Code, Codex, Cursor and other agents in one step.
See it live
Work the data center build-out
Every U.S. AI data center project, who is behind it and where the power comes from.
1,000+ U.S. data center projects with status, size and who is involved.
See it liveData center map
TeamEvery tracked project on the map, by stage and size.
See it livePlanned plants, capacity by state and the grid news that decides what gets built.
See it live
This is what Spezia found this week.
Not a mock-up. These are today's leading stories and the largest reported deals, each linked to its source.
- U.S. policy and regulationConfirmed2 outlets
Democrats won Congress and key governor races, putting data center permits, power costs and AI rules in play.
Data Science Connect · Nov 6, 2026
- Infrastructure, energy and chipsConfirmed
Constellation signed long-term nuclear PPAs with Walmart, Amazon and Google to power data-center demand and fund capacity expansions.
SEC EDGAR · CEG 10-Q · Nov 9, 2026
- Companies and adoptionConfirmed
Data centers raise wholesale power prices over 10% and shift grid costs regressively onto households, study finds.
Nature · Nov 8, 2026
- U.S. policy and regulationConfirmed
Democrats' 2026 midterm sweep shifts US AI regulation toward testing, liability and data-center limits.
eyeon.ai · Nov 6, 2026
- Capital flowsConfirmed8 outlets
Anthropic's IPO filing shows $16.96B quarterly revenue, a Q3 operating loss and $895.4B in infrastructure commitments.
GO Markets · Nov 8, 2026
One line per event, however many outlets reported it. Each links to its strongest source.
- $115BAcquisition
“Marvell Technology has agreed to acquire optical-technology company Lumentum in an all-stock transaction with a value of US$115 billion.”
Paid by Marvell Technology · received by Lumentum · optica-opn.org · Nov 8, 2026
- $84.5BContract
“Anthropic has entered into agreements to pay as much as $84.5 billion to SpaceX”
Paid by Anthropic · received by SpaceX · wccftech.com · Nov 8, 2026
- $64.4BEquity round
“aiming to raise up to $64.4 billion by selling 825 million shares in the IPO priced up to $78 per share”
Received by Anthropic · channelnewsasia.com · Nov 8, 2026
- $63BDebt
“Broadcom finalized a $63 billion equipment financing agreement”
Received by Broadcom · chaincatcher.com · Nov 6, 2026
- $45.2BSpending plan
“Microsoft reported $45.2 billion in quarterly capital expenditures.”
Paid by Microsoft · pymnts.com · Nov 8, 2026
Every round, loan and acquisition, with leaderboards, is inside.
Continue free →Free account, no card. A free account previews Funding tracker before you choose a plan.
Reported publicly in the last two weeks. Rumors and speculation are left out of the ledger.
Written for the decision you are making.
Operators, founders, investors, infrastructure companies and engineers each get their own page, with the jobs and the plan that fit them.
- Operators and executives
Put AI to work where it pays back first.
Leaders deciding where AI goes in the business
- Founders
Build where the money and the demand are heading.
People building or funding a company on AI
- Investors
Track the capital in AI with the source next to every number.
Venture, growth, public-market and family-office investors
- Chips, power and infrastructure
Know which data center projects are real, and who is paying.
Developers, utilities, suppliers, contractors and the trades
- Engineers and career builders
Learn the AI skills and tools that pay, in the right order.
Engineers, skilled workers and students
An AI advisory engagement, without the retainer.
Consultants learn your business, tell you what matters and stay on call. Spezia does the same in software, every day, for a fraction of the cost.
- 1It learns you
A profile in two minutes
Paste your site, a deck or a few sentences. Spezia drafts who you are, your markets and your goals, and you confirm it. Change it whenever your priorities change.
- 2It ranks for you
Your own front page
Stories, deals, companies, projects and opportunities are scored against your goals, so two people never see the same Spezia. It keeps learning from what you open, ask, save and dismiss.
- 3It works where you work
Inside your AI agent
Connect Spezia to Claude Code, Codex, Cursor, Gemini CLI or VS Code. Your agent gets verified intelligence, this week's best tool for each job, and a plan for your goal.
- 4A person answers
A direct line to the founder
Every account has a thread with James Coholan, who builds Spezia. Say what is missing or what you need next; requests shape what ships.
Built so you can check every line.
Most AI news is fast and unchecked. Spezia is slower by minutes and right by design.
- 1Read
Wide, every day
130+ sources across labs, filings, government, research, reporting, podcasts and video, read every day, with the U.S. data center build-out researched project by project every week.
- 2Prove
Quote or it is out
Every fact, figure and name must come with a word-for-word quote that code finds on the source page. Anything the source does not prove is dropped before it reaches you.
- 3Judge
Ranked by significance
Each item is scored for significance, credibility and novelty. Facts, expert views and speculation are labeled; duplicate reports merge into one story; rumors stay out of totals.
- 4Show
Your work, shown
Every story, deal and projection links to its sources. Projections state their horizon and a confidence checked separately from the model that wrote them.
Start free. Pay for depth.
Every plan reads the same verified corpus. Higher plans go deeper and add people.
- ExplorerFree
No card required
See what is moving in AI, ranked for you, every day
What is included → - Pro$199 /month
or $166/month billed annually, saving $398 a year
The analyst seat for operators, founders and investors
What is included → - Team$990 /month
or $825/month billed annually, saving $1,980 a year
Investment, strategy and business development teams
What is included → - EnterpriseCustom
Annual agreement
Funds, chipmakers, utilities and AI companies
What is included →
On a data center job? We also find the change work you have not billed.
A done-for-you review for electrical, mechanical and commissioning contractors: unbilled extra work and every contract notice deadline, each tied to its source.
Questions people ask before they start.
Who is Spezia for?
Anyone who needs to make better decisions about AI: operators bringing AI into their business, founders, investors and capital allocators, chip, power and data center companies, and professionals building AI skills.
How is it different from a newsletter or a research subscription?
It is made for you. You tell Spezia who you are and what you are trying to do; it ranks everything for your goals, answers your questions with sources, works inside the AI agent you already use, and gives you a direct line to the founder. A newsletter sends everyone the same thing.
How do I get access?
Create a free account with your name, email and a password. You land inside Spezia straight away, with no card. Pick a tool on the site first and you land in that tool.
Where does the information come from?
130+ sources read every day: AI labs, company filings and announcements, government and regulators, research groups, reporting, podcasts and video. The U.S. data center build-out is researched project by project every week from public approvals, filings and news.
How do you keep wrong information out?
Every fact needs a word-for-word quote that code finds on its source; if the quote is not there, the fact is dropped. Facts, expert views and speculation are labeled separately, and every item links to its source so you can check it.
What do I get for free?
Explorer includes a home page ranked for your goals, the daily top stories across all ten areas, the weekly brief, AI Progress, Tooling, a few questions a month to Ask Spezia, Spezia inside your AI agent, a direct line to the founder, and a monthly allowance of previews of Pro pages.
Can my team use it?
Team covers five people and adds the U.S. data center build-out dataset, dossiers and exports. Enterprise covers your organization and adds custom coverage, custom research and private briefings.
Is this investment advice?
No. Spezia is research and analysis. Scores, rankings and projections are judgments, labeled as such; confirm what matters before you act on it.
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