Insights
Power, site selection, and AI infrastructure economics.
Analysis for property owners and compute buyers navigating this market — published as we have something genuinely useful to say, not on a content calendar.
June 1, 2026 · 7 min read
How Much Power Does a Data Center Actually Need?
A practical breakdown of power demand for AI data centers — from a single rack to a hyperscale campus — and what it means for site selection.
June 15, 2026 · 6 min read
Why Interconnection Queues Are the Real Bottleneck for AI Infrastructure
GPUs aren't the constraint on new AI infrastructure — grid interconnection is. Here's why queues have gotten so long, and what actually skips the line.
July 6, 2026 · 6 min read
B300 vs. GB300: Choosing the Right Blackwell Ultra Platform
Both B300 and GB300 are Blackwell Ultra-generation NVIDIA GPUs — but they're built for different deployments. Here's how to think about which one fits.
July 20, 2026 · 6 min read
From Idle Industrial Asset to Contracted AI Infrastructure: What the Process Looks Like
What actually happens between 'I own a closed industrial site' and 'it's a contracted, income-generating data center' — and the misconceptions that slow owners down.