Boutique advisory for GPU infrastructure, built on independent market intelligence.
One senior advisor, no junior layers, no conflicting interests. Disintermediate exists because the GPU infrastructure market is too opaque, too fast-moving, and too capital-intensive for guesswork.
Every engagement draws on a proprietary intelligence platform tracking 2,800+ companies, live pricing from 70+ providers, and 3,500+ facilities across 101 countries. The questions we answer: who actually competes with you, where supply is genuinely constrained, and how geopolitical and commercial forces reshape the landscape quarter by quarter.
What Disintermediate does.
Six practices under one roof: strategy, deployment, due diligence, retained advisory, financial modelling, and go-to-market. Each draws on the same live market data and ecosystem relationships. Most clients engage on more than one.
Disintermediate is boutique by design. It operates with a single senior advisor model, ensuring clients interact exclusively with the practitioner leading the analysis rather than junior resource layers.
Recent engagements span tier-one infrastructure operators, global asset managers, and hardware vendors. The firm maintains active dialogue and relationships with teams at NVIDIA, CoreWeave, Nebius, Brookfield, Lambda, and Vultr.
The underlying advantage: data built through direct engagement.
Every advisory mandate is underpinned by a continuously maintained intelligence platform. The platform tracks over 2,800 companies and 3,500 facilities across 101 countries, capturing live pricing telemetry from over 70 providers globally.
The firm publishes a weekly editorial briefing read by thousands of industry participants. This public output serves both as a credential and a discipline mechanism, forcing continuous engagement with shifting market narratives.
Crucially, this data asset is not assembled statically for isolated projects and subsequently archived. It is maintained continuously because the GPU infrastructure market's structural dynamics, supply constraints, and pricing floors shift weekly.
Boutique. Niche. Independent. Conflict-free.
The firm is intentionally small. There is no sales team to feed and no mandate to expand into tangential practice areas. This structural constraint aligns the firm purely with client outcomes rather than billable utilisation targets.
Editorial independence is non-negotiable. Disintermediate's analysis is not influenced by sponsorship, vendor marketing budgets, or pressure to produce consensus-friendly research.
Conflict management is strict. The firm holds no investments in portfolio companies within the coverage universe, accepts no board seats, and declines competing engagements that would compromise strategic confidentiality.
Our approach rests on three pillars: one dedicated advisor, continuously maintained market data, and a genuine network built through direct engagement.