1 OCTOBER 2026POWER, COMPUTE & CROSS-BORDER DELIVERY
An original conceptual drawing connects power infrastructure to computing racks.
Original conceptual illustration. Not a depiction of a real project.

Independent analysis across China and international markets, for buyers, delivery partners and project teams.

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Projects & markets

Who buys what in the AI infrastructure buildout

A facility lease, a GPU-service order and a developer partnership create different customers, capital needs and routes to revenue. Three disclosed arrangements show why the distinction matters.

Analysis · 1 October 2026
Build & delivery

Liquid cooling needs an owner at every handoff

A cooling system can meet its component specifications and still leave a project with an unresolved handover. The practical question is who accepts responsibility when equipment, fluid and operating decisions cross supplier boundaries.

Analysis · 1 October 2026
Build & delivery

Define usable AI capacity before accepting delivery

A project needs an agreed way to establish when installed infrastructure can support its intended workload. That definition should connect facility evidence, computing behavior and operating ownership before the final handover.

Analysis · 1 October 2026

Start with your decision

Choose the question closest to the work in front of you.

AN ORIGINAL EXPLAINER

When does a power claim become useful evidence?

Follow the documents, conditions and responsible parties from the stated requirement to operating evidence.

Explore the evidence checkpoints
  1. Requirement and capacity boundary
  2. Studies and dependencies
  3. Agreements and operating terms
  4. Delivery and test records
  5. Energization and operating evidence

Conceptual checkpoints; project sequences can overlap.

EVENTS & FIELD NOTES

Questions to take to OCP 2026

12–15 October · San Jose. A reading guide across power, cooling, compute acceptance and commercial roles.

Read the OCP guide
COMPANY OBSERVATIONS

Understand the role before the relationship

Eight companies across four infrastructure stages, with source links and direct official contact routes. BC Technology’s profile is separately disclosed.

Explore the company profiles
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