Research and analysis from the GPU infrastructure frontline.
35 published analyses drawn from active advisory and an intelligence platform spanning 2,800+ companies. Organised by theme. Updated continuously.
The physical layer of AI compute. Start here if you need the structural picture before the financial one.
6 articlesGPU Infrastructure Fundamentals
Who operates what, how the landscape consolidated, and where the structural shifts are heading.
6 articlesBankable models, cluster economics, TCO, depreciation, financing structures, and the investment case.
8 articlesFinancial Modelling & Economics
Benchmarking, provider evaluation, pricing models, service architecture, and deployment decisions.
8 articlesProcurement & Operations
Export controls, sovereign AI programmes, carbon intensity, and the geography of compute.
4 articlesDue diligence methodology, the intelligence platform, and the physical infrastructure layer.
3 articlesAdvisory & Intelligence
How analysis is produced
This is not repackaged secondary research. Every insight published here is a derivative of active advisory engagements and direct interaction with operators, investors, and vendors across the GPU infrastructure value chain.
The underlying intelligence platform ingests data from SEC filings, export control logs, facility planning permits, hardware import manifests, and live API endpoints from 70+ compute providers. That quantitative base is contextualised through daily conversations with market participants.
Need this analysis applied to a specific decision?
Published insights cover the structural landscape. Advisory engagements apply the same intelligence to your specific context.