Analysis
The numbers behind the plan
Dated, sourced analysis that feeds one step of the flow. Each piece ends where its numbers are used.
Sell · data and intelligence Software Is Disappearing. Your Data Centre’s Data Is What’s Left AI agents make software cheap. A site’s years of operating data are what stays scarce: own it, keep it under EU law and check who may train on it.
Sell · operators Equinix’s Nuclear Power Agreements: What Each One Secures Equinix named four nuclear partners in 2025. Their agreements leave delivery questions open; the record does not support a single 6 GW deal.
Sell · demand OpenAI Nvidia Ohio Data Center Deal: Real Demand? The OpenAI Nvidia Ohio data center deal has Nvidia funding its own customer’s $500B lease — demand, or a hall of mirrors?
Sell · market intelligence Intelligence like Electricity and Data Center like Power Plants. The Future of an AI-Metered World How AI is transforming intelligence into a commodity and data centers into power plants for an AI-Metered World.
Sell · interconnection Meet-Me Room (MMR) in a Data Center: How It Works What a meet-me room does, what the standards say, and a worked loss budget showing when a cross-connect path through it stops working.