The people the numbers are about.

A market report is an aggregate. It counts megawatts announced and megawatts energised, and tells you nothing about the judgement behind either number. The A Roll isolates the individual voice from the aggregate. One practitioner at a time, in their own words, every answer either resolved into evidence the desk sourced independently or printed exactly as it arrived.

Four editions below
A01 · Edition 01 On the record
Kirsty Barnes
Global Co-head, Data Centres & Digital Infrastructure · Simmons & Simmons

The build has stopped being about power alone.

The lawyer who structures Europe’s largest data-centre deals on why delivery risk now sits beside the grid, why powered is a different asset class from developable, and why the last constraint is people.

Read the edition
A02 · Edition 02 On the record
Michael Tobin CBE
Founder · Tobin Ventures · formerly chief executive, TelecityGroup

The whole trick was building before the demand arrived.

The operator who took RedBus to a FTSE 250 platform, now advising from the other side of the table, on why power replaced demand as the constraint and how he names the buyer five years before the exit.

Read the edition
A03 · Edition 03 10 August
Jérôme Totel
Chief Strategy Officer · DATA4

The operator running two strategies at once: hold the hubs, build the new capacity where AI can actually go.

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A04 · Edition 04 10 August
Doug Mouton
Global Infrastructure Partners, a BlackRock company, formerly Microsoft and Meta

Thirty years of delivery, from Microsoft’s global data-centre programme to design and construction engineering at Meta, on why the flagship has no credible offtake, the two-fold cost spread between hyperscalers, and what the industry should learn from bitcoin miners.

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Contributors are approached directly or through the briefing survey. Attribution is set by the contributor, and nothing publishes before they have seen the finished page.