Market Intelligence

Insights & Analysis

Deep dives into the AI infrastructure landscape. From power markets to hardware supply chains, we decode the complexity of global compute.

Market Strategy

Dec 12, 20248 min read

The Gigawatt Scale Era: Why 100MW is the new 10MW

As LLM training clusters grow exponentially, the definition of hyperscale is shifting. We analyze the infrastructure requirements for 1GW campuses and what this means for grid stability.

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Engineering

Dec 5, 20247 min read

The Blackwell Effect: Impact of B200 & B300 on Facility Design

Nvidia's new architecture demands a rethink of power distribution and floor loading. We explore the facility specs required to host the B-Series at scale.

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Geopolitics

Nov 28, 202410 min read

Sovereign AI: The Race for In-Country Compute

Nations are treating compute as a strategic resource. How GDPR, data residency laws, and national security interests are reshaping data center site selection in EMEA and APAC.

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Engineering

Nov 15, 20249 min read

Liquid Cooling vs. DLC: ROI Analysis for Blackwell

With rack densities hitting 120kW+ for B200 clusters, air cooling is obsolete. A financial breakdown of Direct-to-Chip vs Immersion cooling for next-gen deployments.

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Procurement

Oct 30, 20246 min read

Navigating the H100 Secondary Market: Risks & Rewards

Strategies for navigating the gray market. How to verify authenticity, secure escrow, and avoid scams when supply chains are tight.

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Market Strategy

Oct 22, 20246 min read

Tier 2 Markets: Why Oslo, Milan, and Columbus are the new Ashburn

With FLAP and Northern Virginia saturated, smart capital is moving to locations with abundant power and favorable ambient cooling conditions.

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Market Strategy

Oct 10, 20249 min read

Behind The Meter (BTM): Solving the Interconnection Queue

Grid connection timelines are pushing 4+ years. We analyze the viability of co-locating training clusters directly with nuclear and solar generation assets.

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Engineering

Sep 28, 20247 min read

AMD MI300X vs H100: A Performance-per-Dollar Analysis

For specific inference workloads, the MI300X offers a compelling value proposition. Real-world benchmarks and TCO modeling for enterprise deployment.

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Procurement

Sep 15, 20247 min read

The Capital Stack: Financing AI Infrastructure

From OpEx leases to CapEx builds. Understanding the financial structures available for large-scale GPU acquisition and data center fit-outs.

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