SPENCER OGDEN · INSIGHTS

EVERY QUARTER, ONE ROLE DECIDES IF YOUR BUILD SHIPS.

Welcome to the home of Spencer Ogden’s Bottleneck Report. Each issue isolates the single hiring bottleneck slowing the buildout of AI-ready and critical infrastructure in a given market, maps it region by region, and shows you exactly what the operators staying on schedule are doing about it. New issues land every quarter. Start with the latest below.

THE SERIES

WHAT THE BOTTLENECK REPORT TRACKS.

Budget rarely stalls a major infrastructure programme. A single hard-to-fill role often does. Every quarter our market analysts run the numbers across an entire region, isolate the one function carrying the most delay risk, and pressure-test it against live hiring data. The result is one role named, one market mapped, and a clear picture of what’s actually working for the teams hitting their dates.

01 · NAME IT

We identify the single role causing the most project delays this quarter and score its scarcity out of 100.

02 · MAP IT

We map where the pressure is worst, market by market, and show how supply, salary and tenure are moving.

03 · FIX IT

We set out the approaches operators are using to stay on schedule, backed by live case studies.

THE REPORTS

BROWSE EVERY ISSUE.

New issues land every quarter, each one naming a different bottleneck in a different market. Start with the latest.

EMEA · ISSUE 01 · Q2 2026

HIGH VOLTAGE ENGINEERS

The buildout of AI-ready infrastructure across EMEA is colliding with a labour market that cannot keep up. We map the High Voltage hiring bottleneck country by country, and show what operators are doing to stay on schedule.

SCARCITY 87/100 · 1.01 candidates per active ad

US · ISSUE 01 · Q2 2026

LIQUID COOLING ENGINEERS

AI doesn’t ship without this role. Demand is growing faster than any conventional talent pool can supply. We break down where the pressure is worst, why it’s building, and what’s working for teams hitting their dates.

SCARCITY 80/100 · 1.75 candidates per active ad

Q3 2026 · COMING NEXT

THE NEXT BOTTLENECK

A new role, a new market, the same job. Each quarter we name the single role causing the most project delays. Subscribe once and we’ll send every issue the moment it lands.

THE SERIES, IN YOUR INBOX

NEVER MISS THE ROLE THAT MOVES YOUR TIMELINE.

Every quarter we name the single role causing the most project delays and map the market around it. Subscribe once and we deliver every issue, region by region, as it’s published.