The map places the ten markets. Strata reads across them, seven cross-cutting layers that turn ten markets into one thesis.
The cross-cutting lens. Four infrastructure archetypes, and the non-negotiable conditions each one demands.
Every market, ranked. How the ten hotspots score against each other, and against the conditions on the ground.
The industry, surveyed. Conviction and caution from the people building, financing and powering the sites.
Seven live instruments. Where demand, power and reality are weighed against one another, read across every region.
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.
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.
Where the next hotspot lands. The thesis the whole report builds toward, and what to watch from here.
Beyond the markets and the cross-cutting layers, original analysis – longer reads and outside voices that pressure-test the thesis.
Andy Burnham reaches Number 10 having spent a decade making digital infrastructure a question of where it lands, and for whom.
Winning the argument, losing the room: how clip farms made data centres the internet’s favourite villain, and why being right stopped being enough.
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.
From the AI PC on the desk to the hyperscale floor: how enterprise compute is stratifying, and why the value moves to the seams.
How the data centre’s hunger for memory is repricing every device you own – the cascade from a server hall to your checkout.
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.
Power is the constraint everyone names; people are the one that quietly decides whether the power is ever switched on.
The other half of the build. Which AI and digital-asset models become fundable, compliant workloads – read with Kerrigan and Stanford of CMS.
Complete is a construction status. Proven is an assurance status. The seams where risk accumulates, and the commissioning crunch coming for the build.
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.
The operator who built TelecityGroup, on why power replaced demand as the constraint and what the customer does to your cost of capital.
The lawyer’s read on Europe’s build, where the rulebook now sits on the term sheet.
A workload-first, site-second discipline for matching what gets built to where it can run.
Digital-infra finance and M&A: financing the estate as a platform, not asset by asset.
Every breakthrough begins with silicon: reading the chip cycle that sets the pace, and the price, of the build.
The view from the regional front line on cooling, density and the Brazilian build.
A decade of Chile’s build, read from the front line of the market.
Whether announced UK capacity can actually be delivered, read against the grid and the supply chain.
Whether a UK build earns its local consent, now that planning has moved from local veto to national scrutiny.
Building interconnection where the continent’s networks actually meet.
Morocco’s Europe-facing gateway, host to Oracle’s live Casablanca region.
Why demand and sovereignty, not announcements, decide whether Africa hosts its own compute. Africa AI for the good of all.
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.
A practitioner’s read on what actually decides a Gulf data-centre deal, against the grain of the questions.
A power-first read on what it takes to actually energise a Gulf campus, contributed in a personal capacity.
North Africa’s IaaS pioneer, on why the grid, not the chips, is the binding constraint.
A security-first discipline for the AI build, from a global cybersecurity voice.
The capital view on Africa’s build: what gets underwritten, and what waits.
The connectivity lens on Brazil: why demand is outrunning the fibre, towers and power to support it.
Why a 2.2 GW platform holds the connectivity hubs and builds the new capacity somewhere else entirely.
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.
Complete is a construction status, proven is an assurance status. On the seams where risk accumulates between them.
The adviser’s read on who underwrites the build, and why neo-cloud credit quality is the discipline underneath the demand.
Upstream of the build, where AI and digital-asset models either become fundable, compliant workloads or die in the lab.
Only 35 out of 100 of candidate demand survives a regulation-and-fraud screen. What thins the field is not crime but failure.
Entelligencia’s interview series: the people building digital infrastructure, in conversation.