Strata: the intelligence layer
Seven cross-cutting readings that turn ten markets into one thesis. Open any panel to enter.
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, updated as it moves.
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.