Field notes and analysis from the AISIGINT team. Corridor reads, infrastructure deep-dives, and the questions investors, operators, lenders, and developers are asking right now.
China is carrying the cost of misallocated AI datacenter capacity. The US is running into power and equipment bottlenecks. That mismatch creates a narrow strategic window for India, the Middle East and Southeast Asia.
GPU TDP went from 400W to 2,300W in six years. Each jump crossed a hard infrastructure threshold. Chip selection now determines building design. Here is what Vera Rubin actually requires.
What if you could stress-test a datacenter site before committing capital? We did. Three sites, three different scales, same uncomfortable findings.
India is building data centers at speed, with strong demand, available capital, and ambitious rollout plans. Yet even experienced teams describe the early stages of a project as difficult to "see clearly." This post explains what that uncertainty looks like and how to fix it.
Read the Navi Mumbai corridor brief. A five-site scorecard, the AI-density question, and the diligence method behind the verdicts.
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