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
AI Infrastructure

How Regulatory Drift Erodes Otherwise Stable Infrastructure and Why Government Partnership Matters

Data centres are designed to operate for decades. The rules governing them are not. For AI infrastructure investors, this mismatch may be the most underpriced risk in the asset class.
Aleksander Meidell-Hagewick
February 24, 2026
15
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Research
AI Infrastructure

Execution Certainty: The Hidden Driver of AI Infrastructure Returns

In AI data centre infrastructure, the ability to deliver on time and to specification now commands a measurable premium. As the gap widens between announced capacity and operational reality, investors and offtakers are recalibrating how they value execution capability.
Aleksander Meidell-Hagewick
February 24, 2026
25
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Research
AI Infrastructure

Governance Is the Most Underdesigned Layer in Infrastructure

How boards, control rights, and decision mechanics determine whether assets endure or quietly erode.
Aleksander Meidell-Hagewick
February 24, 2026
20
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Research
Artificial Intelligence

The Corridor, Not the Country: Rethinking AI Infrastructure Allocation

Power, connectivity, and contracted demand are converging across borders. Capital should follow.
Aleksander Meidell-Hagewick
February 19, 2026
20
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Research
Offtake

Offtake Is Not a Contract. It Is a System

Why demand security in AI data centres depends on what happens after signature, not on the signature itself
Aleksander Meidell-Hagewick
February 19, 2026
15
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