AI Infrastructure·12 min
Colocation Red Flags for AI Infrastructure: The 14 Legal Checks Before You Put $100M of GPUs in Someone Else's Building
The colocation red flags that end an AI infrastructure deployment early are legal, not technical: an undisclosed lien on the building, an operator lease shorter than your term with no lender non-disturbance agreement, a power purchase agreement pledged to a senior creditor, uncapped grid curtailment, and no written right to remove your GPUs. Check the fourteen items below before you sign a 5 to 7 year term.
Read →Data Centers·8 min
Compute and compute equivalents: the balance sheet line every cash-rich company is missing
Own vs rent GPUs, with the three factors rent-versus-buy math leaves out: idle-hour resale, 100% bonus depreciation and balance-sheet financing. Model included.
Read →Data Centers·15 min
Data Center Counterparty Diligence: Red Flags & Terms
How data centers and neoclouds verify a counterparty can deliver before signing a nine-figure deal: the diligence red flags and the contract terms that protect you.
Read →Data Centers·5 min
US Compute Race: Data Center Permits Fast in Texas, Ohio
America is racing to win the compute buildout, and Washington is clearing air-permit barriers so data centers rise faster. Where it works, and the risks, by state.
Read →Data Centers·6 min
GPU Financing: What Aircraft Finance Teaches Neoclouds
GPU financing copies aircraft finance's playbook. Here's what 50 years of aviation lending already learned—and how to apply it to your next GPU deal.
Read →Data Centers·10 min
What Makes a Neocloud MSA Financeable to Lenders
The five things a credit committee looks for, in order, with the contract language that turns a services agreement into bankable offtake.
Read →Data Centers·11 min
What's Market in Data-Center Uptime SLAs (2026)
Uptime, measurement, credits, exclusions, and remedies: what's standard now, and which asks are negotiable.
Read →Data Centers·10 min
The Pre-Signing Checklist for a Colocation MSA
What to verify before signing an AI-era colocation MSA, whether you are the buyer, compute customer, or provider.
Read →Data Centers·10 min
Colocation vs. Bare-Metal vs. Compute-as-a-Service: What Your Contract Must Cover
How ownership shifts across the three GPU procurement models, and what your contract must cover in each.
Read →Data Centers·9 min
5 GPU Capacity Agreement Clauses That Quietly Cost You
Five clauses that quietly move money in GPU-capacity agreements, and what to negotiate on both sides.
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