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Order Transformers Before You Buy Land
The equipment queue runs longer than the permitting queue, so capital commits before certainty exists. Inside slot reservations, content rules, interest…
Sep 10
27
3
What a Data Center Actually Costs: CapEx Breakdown and the Drivers That Move It
Power and cooling capex shares, redundancy tier multipliers, air versus liquid economics, geographic cost spread, equipment lead times, cost per…
Sep 5
8
2
Procurement Strategy: Equipment, EPC, and the Contracts That Set Your Timeline
Long-lead equipment, vendor concentration, EPC versus design-build, fixed-price and GMP risk allocation, liquidated damages
Aug 29
2
1
Pre-Leased Is Not Absorbed: What the Silicon Queue Costs
A finished data center earns nothing until the tenant's chips arrive, on a date no developer controls. Inside the allocation queue, firm rent…
Aug 20
28
2
3
Capacity Planning: IT Load, Redundancy, and Scale You Do Not Need Yet
IT load and facility load, rack density ranges, redundancy topology versus Uptime Tier, phased modular buildout, transformer and switchgear lead times
Aug 15
29
2
What Is a Data Center (And Why the AI Boom Runs on Them)
Every search, stream, and AI answer runs through a building you have never noticed. Here is what is inside one, and why the AI boom turned it into the…
Jul 17
29
1
Design Is Where the Money Is Locked, Not Spent
Conceptual versus detailed design, Tier and redundancy economics, long-lead procurement timing, PUE and reliability class, the design-to-procurement…
Jul 4
22
3
Open Compute Project: The Hardware Moat Facebook Built and Gave Away
OCP's Strategic Logic, Enterprise Hardware Commoditization, The Design Efficiency Gap, What Hyperscale Moats Actually Look Like
Apr 22
28
1
What Defines a Data Center Project (vs Other Real Estate or Energy Projects)?
Part I of Mastering the Data Center Development Process
Apr 18
29
4
How to Underwrite GPU Density in AI Data Centers
A compute-first framework for pricing risk, capital, and returns in AI data center infrastructure
Apr 1
26
1
1
19 key takeaways from Jensen Huang’s NVIDIA GTC 2026 keynote
Inside Jensen Huang’s GTC 2026 keynote: how AI factories, inference economics, and system-level design are redefining data center infrastructure and…
Mar 24
32
The Future Is Modular: How Data Centers Are Being Reinvented
Modular Design as the New Industrial Baseline for AI-Scale Buildouts
Nov 28, 2025
38
6
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