INDEPENDENT ANALYSIS

Insights

Evidence and practical questions for the next infrastructure decision.

Power & compute

Power & compute

When AI power becomes deliverable

A project’s megawatt headline becomes useful when it can be tied to a service date, operating conditions and evidence. Ahead of OCP, those connections deserve closer scrutiny.

Analysis · 1 October 2026

Build & delivery

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

Projects & markets

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