The Atlas.

Coverage · 10 markets
Covered market Click a continent to drill in
6 continents

Strata.

The map places the ten markets. Strata reads across them, seven cross-cutting layers that turn ten markets into one thesis.

01
The lens
Conditions

The cross-cutting lens. Four infrastructure archetypes, and the non-negotiable conditions each one demands.

Open
02
The ranking
Comparison

Every market, ranked. How the ten hotspots score against each other, and against the conditions on the ground.

Open
03
The field
Survey

The industry, surveyed. Conviction and caution from the people building, financing and powering the sites.

Open
04
The markets
Equilibrium

Seven live instruments. Where demand, power and reality are weighed against one another, read across every region.

Open
05
The silicon
Landfall

Where the accelerators actually land. A GPU trade-flow read: bill-to against ship-to, and the gap between announced power and the chips to fill it.

Open
06
The money
Capital

Who funds the build, and how the capital stack is structured. The cost has inverted toward silicon, and private credit is carrying the largest external share.

Open
07
The thesis
Conclusion

Where the next hotspot lands. The thesis the whole report builds toward, and what to watch from here.

Open

Original analysis.

Beyond the markets and the cross-cutting layers, original analysis – longer reads and outside voices that pressure-test the thesis.

Sociogencia 1
The Infrastructure Prime Minister

Andy Burnham reaches Number 10 having spent a decade making digital infrastructure a question of where it lands, and for whom.

Read the study
Sociogencia 2
Losing the Room

Winning the argument, losing the room: how clip farms made data centres the internet’s favourite villain, and why being right stopped being enough.

Read the study
Sociogencia 3
The Wrong Numbers

The argument about data centres is being fought with figures that do not survive contact with the engineering. Four load-bearing claims, checked against the record.

Read the study
Sociogencia 4
The Continuum

From the AI PC on the desk to the hyperscale floor: how enterprise compute is stratifying, and why the value moves to the seams.

Read the analysis
Sociogencia 5
The Memory Supercycle

How the data centre’s hunger for memory is repricing every device you own – the cascade from a server hall to your checkout.

Read the analysis
Sociogencia 6
The Body Electric

A robot is a walking edge device, and a fleet is a distributed data-centre problem. Six machines through the digital infrastructure of 2036, and what happens when it runs short.

Read the study
Sociogencia 7
The Talent Crunch

Power is the constraint everyone names; people are the one that quietly decides whether the power is ever switched on.

Open the study
Original analysis · with CMS
The Demand Behind the Demand

The other half of the build. Which AI and digital-asset models become fundable, compliant workloads – read with Kerrigan and Stanford of CMS.

Read the analysis
Original analysis · assurance
Mind the Gap
Louis Charlton · GCV Group

Complete is a construction status. Proven is an assurance status. The seams where risk accumulates, and the commissioning crunch coming for the build.

Read the analysis

The Voices.

The outside voices behind the read – operators, lawyers, advisors and engineers, named and on the record. Their framing is theirs; the data and the read are the desk’s.

Capital · in conversation
Michael Tobin CBE
Founder · Tobin Ventures

The operator who built TelecityGroup, on why power replaced demand as the constraint and what the customer does to your cost of capital.

Read the conversation
Europe · the counsel
Kirsty Barnes
Global Co-head, Data Centres & Digital Infrastructure · Simmons & Simmons

The lawyer’s read on Europe’s build, where the rulebook now sits on the term sheet.

Read the counsel
Conditions · the framework
Doug Mouton
Advisory Board · Fidelis New Energy · ex-Meta, ex-Microsoft

A workload-first, site-second discipline for matching what gets built to where it can run.

Read the framework
Capital · platform finance
Anne Chitan
Partner, Global Co-Head of Communications · CMS

Digital-infra finance and M&A: financing the estate as a platform, not asset by asset.

Read the view
Capital · the chip cycle
Francis Banzon, CFA
TAM Asset Management

Every breakthrough begins with silicon: reading the chip cycle that sets the pace, and the price, of the build.

Read the view
Brazil · contributed voice
Alex Sasaki
Sales Vice President, Latin America · Vertiv

The view from the regional front line on cooling, density and the Brazilian build.

Read the voice
Chile · contributed account
Magdalena Mardones
Marketing Leader, Latin America · Vertiv

A decade of Chile’s build, read from the front line of the market.

Read the account
Europe · UK, the three clocks
Mark Acton
Data Centre Alliance · operations & deliverability

Whether announced UK capacity can actually be delivered, read against the grid and the supply chain.

Read the view
Europe · UK, the three clocks
Venessa Moffat
Data Centre Alliance · regulation & community

Whether a UK build earns its local consent, now that planning has moved from local veto to national scrutiny.

Read the view
In conversation · forthcoming
Hlumelo Fungile
Chief Commercial Officer · PAIX Data Centres

Building interconnection where the continent’s networks actually meet.

In conversation
In conversation · forthcoming
Doha Ammour
VP, International Business Development · N+ONE Datacenters

Morocco’s Europe-facing gateway, host to Oracle’s live Casablanca region.

In conversation
KMN · the association
Paul-François Cattier
Managing Director · Africa Data Centre Association

Why demand and sovereignty, not announcements, decide whether Africa hosts its own compute. Africa AI for the good of all.

Read the conversation
Forthcoming · the allocator view
Calum Kapoor
Chief UK Reporter · MandateWire, Financial Times

The view from the allocators: which pension funds and insurers are mandating digital infrastructure as an asset class, and how fast the institutional money is actually moving.

Forthcoming
Gulf · the counsel
Amrik Sangha
Partner · Gateley

A practitioner’s read on what actually decides a Gulf data-centre deal, against the grain of the questions.

Read the counsel
Gulf · the operator
Rich Farrell
Power & digital infrastructure · a decade across the Gulf and APAC

A power-first read on what it takes to actually energise a Gulf campus, contributed in a personal capacity.

Open the file
Kenya, Morocco & Nigeria · the operator
Zied Ouled Ali
Founder & GM · Safozi

North Africa’s IaaS pioneer, on why the grid, not the chips, is the binding constraint.

Read the conversation
Conditions · the security lens
Frankie Shuai
Independent contributor · Global CISO 100

A security-first discipline for the AI build, from a global cybersecurity voice.

Read the framework
Kenya, Morocco & Nigeria · the investor
Ville Wacklin
Digital infrastructure investment advisor

The capital view on Africa’s build: what gets underwritten, and what waits.

Read the conversation
Brazil · connectivity
João Borges
Nexus Telecom Brasil

The connectivity lens on Brazil: why demand is outrunning the fibre, towers and power to support it.

Read the conversation
Europe · the operator
Jérôme Totel
CSO, Chief Strategy Officer · DATA4

Why a 2.2 GW platform holds the connectivity hubs and builds the new capacity somewhere else entirely.

Read the file
Conditions · the power partner
Giuseppe Caltabiano
VP of Marketing · AVK

Standby has stopped being backup. The supplier read on on-site generation, bridge power at scale, and why the interesting move is financial rather than technical.

Read the file
Assurance · original analysis
Louis Charlton
Group CEO · GCV Group

Complete is a construction status, proven is an assurance status. On the seams where risk accumulates between them.

Read the analysis
Capital · the advisory view
Richard Ludwig
Managing Director · Alantra

The adviser’s read on who underwrites the build, and why neo-cloud credit quality is the discipline underneath the demand.

Read the conversation
The Demand · structuring
Charles Kerrigan
Partner · CMS

Upstream of the build, where AI and digital-asset models either become fundable, compliant workloads or die in the lab.

Read the analysis
The Demand · the regulation gate
Erica Stanford
Crypto risk & digital assets · CMS

Only 35 out of 100 of candidate demand survives a regulation-and-fraud screen. What thins the field is not crime but failure.

Read the analysis
The series · two editions live
The A Roll
Interview series

Entelligencia’s interview series: the people building digital infrastructure, in conversation.

See the series