The only advisory practice built on a live map of the GPU infrastructure market.
Disintermediate maintains an intelligence platform tracking 2,800+ companies, 3,500+ facilities across 101 countries, and live GPU pricing from 70+ providers. Every engagement is informed by data built through direct market engagement - not sourced from analyst reports.
Market Entry & Positioning
Comprehensive analysis for organisations entering the GPU infrastructure market or adjusting their current positioning. Uses live platform data to identify underserved niches and competitive saturation.
What this covers:
- Competitive landscape mapping across 72 sub-categories
- Market sizing and revenue pool estimation
- Customer segmentation and buying behavior analysis
- Go-to-market strategy formulation
Cluster Procurement & Build
End-to-end guidance on acquiring and standing up large-scale compute clusters. Neutral, vendor-agnostic advice focused entirely on optimising TCO and reducing time-to-market.
What this covers:
- Hardware architecture selection (NVIDIA, AMD, custom silicon)
- Vendor evaluation and negotiation support
- Data centre power and cooling qualification
- Deployment timeline planning and risk mitigation
Investor-Grade Technical DD
Rigorous, data-backed assessment of target companies in the GPU infrastructure space. Designed to validate technical claims, benchmark against 2,800+ peers, and articulate the bear case clearly.
What this covers:
- Technical architecture and stack assessment
- Market position and differentiation benchmarking
- Management team capability evaluation
- Bear-case articulation and structural risk identification
Ongoing Strategic Counsel
A continuous advisory relationship providing immediate access to intelligence, sounding-board capabilities, and strategic review for leaders navigating rapidly evolving market conditions.
What this covers:
- Direct access for ad-hoc strategic queries
- Monthly executive briefings on market shifts
- Board deck review and narrative pressure testing
- Priority access to live market data sets
GPU Project Finance & Modelling
Bankable financial models for GPU cluster deployments, neocloud business plans, and infrastructure investment cases. Built on live market data, stress-tested assumptions, and institutional-grade methodology.
What this covers:
- Project finance models (debt sculpting, DSCR, LLCR, cash cascade)
- GPU cluster unit economics and TCO modelling
- Revenue modelling: contract vs spot, utilisation sensitivity, pricing scenarios
- Investor-ready business plans with full three-statement financials
Go-to-Market & Business Model Development
End-to-end commercial strategy for GPU infrastructure companies. From business model design and pricing architecture through to channel strategy, sales enablement, and market launch.
What this covers:
- Business model design: managed services, bare metal, hybrid, marketplace
- Pricing architecture and competitive positioning
- Channel strategy, partnership development, and sales motion design
- Launch planning: sequencing, messaging, collateral, pipeline generation
Clarity for the decisions that shape GPU infrastructure.
Every engagement begins with a focused conversation on scope, timeline, and the specific decision at hand.
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