Insights · Research
Strategic intelligence on the infrastructure of intelligence.
Quarterly briefings, strategy papers and field reports — published for operators, investors and policymakers building the next decade of compute.
Featured
Strategy Paper
Q2 · 12 min
The Density Gap: why hyperscale layouts cannot host frontier training
A first-principles analysis of why the cooling, power and network assumptions baked into the last decade of hyperscale design fail at frontier rack densities — and what replaces them.
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Policy Brief
Q1 · 9 min
Sovereign Compute: infrastructure as a national security primitive
Where compute lives determines who can audit it, regulate it, or contest it. We map the emerging doctrine of sovereign AI infrastructure across the EU, Gulf and APAC.
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Research Note·Q4Beyond PUE: measuring AI data centers in FLOPS per watt7 min read ↗
Analysis·Q4Transformer supply chain: a strategic procurement framework6 min read ↗- Field Report·Q3Liquid-to-chip at 250kW: lessons from three deployments8 min read ↗
Briefing·Q3Why training and inference need different real estate5 min read ↗- Strategy Paper·Q2Modular AI infrastructure: the nine-month deployment thesis11 min read ↗
Outlook·Q1The 2030 grid: AI as the dominant industrial load10 min read ↗
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