Articles & Insights

Your go-to resource for the latest trends, in-depth analyses, and valuable content from the world of data centres and digital infrastructure investments. Here, you’ll find a curated collection of articles, reports, case studies, news, and announcements, offering expert perspectives on the evolving landscape of hyperscale infrastructure, power capacity, and investment opportunities. Stay informed and empowered with our insights to help you navigate the dynamic world of data centre development and deployment.
Research
Data Centres

When Fund Horizons Distort Long-Duration Infrastructure

The closed-end fund model is a poor fit for 20 to 30-year AI data centre assets. The consequences are starting to show.
Aleksander Meidell-Hagewick
March 8, 2026
15
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Research
Data Centres

Why Data Centre Returns Are Priced on Contract, Not Concrete

Data centre returns are driven not by the quality of the physical asset but by the strength, duration, and creditworthiness of the contracted anchor tenant behind it, which ultimately determines how capital is priced, structured, and refinanced.
Aleksander Meidell-Hagewick
February 27, 2026
15
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Research
AI Infrastructure

Why Energy, Data, and Mobility Can No Longer Be Underwritten Separately

The convergence of power, compute density, and physical access is rewriting the risk architecture of AI data centre infrastructure. Investors who assess these layers independently are mispricing the asset class.
Aleksander Meidell-Hagewick
February 27, 2026
15
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Research
AI Infrastructure

Why Standardization, Not Innovation, Unlocks Institutional Scale

Repeatable design, structured offtake, and disciplined risk sequencing determine which AI data centre projects attract institutional capital and which stall in development
Aleksander Meidell-Hagewick
February 27, 2026
12
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Research
Data Centres

Political Risk Is Usually Engineered at the Design Stage

Why the biggest threat to data centre investment is not geopolitics or grid constraints but the governance decisions made at inception.
Aleksander Meidell-Hagewick
February 25, 2026
20
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Research
AI Infrastructure

Most Infrastructure Risk Is Absorbed by the Capital Stack

How equity, debt, guarantees, and control rights absorb stress long before operations do.
Aleksander Meidell-Hagewick
February 25, 2026
15
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