Catalog · New Entrants

AI Labs as Infrastructure Buyers

What’s inside

1. Module 1

   From Tenant to Principal: The Structural Inversion

   • From Leasing Racks to Commissioning Gigawatts · 3 min · narrated
   • Why Frontier Demand Broke the Procurement Model · 3 min · narrated
   • Module review

2. Module 2

   The New Buyer Class: Labs, Neoclouds, and Hyperscalers

   • Anatomy of the AI-Native Buyer · 3 min · narrated
   • How Model Developers' Demand Bends the Market · 3 min · narrated
   • Module review

3. Module 3

   Megaprojects and Single-Tenant Campus Dynamics

   • The Multi-Gigawatt Megaproject · 3 min · narrated
   • Single-Tenant Campus Economics and Concentration Risk · 3 min · narrated
   • Module review

4. Module 4

   Reading the Signal: Incumbents and Intelligence

   • What Hyperscalers and Colos Must Do Now · 3 min · narrated
   • Reading a Lab's Infrastructure Moves as Signal · 3 min · narrated
   • Module review