Catalog · M&A & Capital Markets

How Hyperscalers Reshape M&A

What’s inside

1. Module 1

   The Gravitational Field: Why Hyperscaler Demand Sets the M&A Table

   • The Demand Shock: Compute Capital Spending as the Market's Center of Mass · 3 min · narrated
   • The Buyer Landscape: Who Is Actually Acquiring, and Why · 3 min · narrated
   • Module review

2. Module 2

   The Lease as Financial Alchemy: How One Signature Transforms an Asset

   • From Speculative Shell to Bond-Like Cash Flow · 3 min · narrated
   • Financeability: The Capital Stack a Signed Lease Unlocks · 4 min · narrated
   • Module review

3. Module 3

   Downstream M&A: Consolidation, Platforms, and Valuation Mechanics

   • Platform Premiums and the Roll-Up Logic · 3 min · narrated
   • Valuation Mechanics: Cap Rates, Yield-on-Cost, and the Powered-Shell Arbitrage · 3 min · narrated
   • Module review

4. Module 4

   Reading the Board: Hyperscaler Moves as M&A Signal

   • Signal Decoding: Self-Build versus Lease versus Acquire · 3 min · narrated
   • Positioning Ahead of the Wave: Where the Next Deals Cluster · 3 min · narrated
   • Module review