Insights
Analysis and perspective on the markets, ecosystem, products and commercial decisions shaping digital infrastructure.
Read the keynote seriesFeatured analysis
Commercial strategy
Across subsea, fibre, data centres, cloud and AI infrastructure, asset buildout is only one part of the equation. Durable value is shaped by market positioning, product definition, customer access, pricing discipline and partnership structure.
Latest thinking
Subsea systems
The landing station proposition can influence route economics, customer access and the long-term value of a subsea system.
4 min read
Platform strategy
Growth plans need more than capital and construction. The operating model, route to market, partner ecosystem and decision rights determine whether a platform can convert expansion into repeatable commercial performance.
5 min read
Data centres
The next phase of data centre competition is not defined by megawatts alone. Land, power, customer mix, interconnection, cloud adjacency and service design all shape the quality and resilience of returns.
6 min read
AI infrastructure
AI demand is changing the relationship between compute, power, data centres, cloud platforms and networks. Investors and operators need to identify where demand is durable, who controls the customer relationship and how value will be shared.
6 min read
Partnership strategy
As assets become more interdependent, commercial outcomes increasingly rely on the quality of partnerships across capital, land, power, cloud, network and customer access—not simply on asset ownership.
5 min read
Compute Corridor
We work with clients on the decisions behind infrastructure value creation.
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