Frontiers
Deep, data-backed verdicts on the decisions that matter.
A Frontier is our long-form take on a real question facing the industry: every figure traced to public data or our own asset-level database, every assumption published. Not speculation. Not a market-size report.
A DC Atlas Frontier
Data Centres in Orbit: The Frontier That Cooks Itself
Solar that never sets, cooling from the cold of space, no land, no water, no grid queue. The orbital-data-centre pitch is seductive. So we did the physics and the dollars. It doesn't close.
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A DC Atlas Frontier
Going Off-Grid: The Nuclear Frontier
The grid cannot power AI at the speed the industry needs it. We modelled what it actually costs to take a hyperscale campus off it, and what the reactor really buys you.
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