Articles
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Behind the Badge: Reading a Turnkey Brochure Like a Supplier
ABB and Schneider logos on a Chinese turnkey data center are usually export white-labeling. How to verify who actually made the hardware.
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From Flare to FLOPS: Why Stranded Gas Is the Cheapest Power for AI
Oil fields burn gas they can't sell while data centers can't buy power. The flare-to-compute thesis, in one page.
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The Real Cost of a Modular Megawatt: Prefab vs US-Built
China-prefab container data centers land at $3.3–4.9M per MW. The arbitrage multiple, the payback math, and the honest counterpoint.
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Power Is the Asset: The Delay Tax on Late Megawatts
A 100 MW data center delivered late burns ~$1B in delay tax. Why energized capacity — not concrete — is the scarce input.
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Crusoe: The Flare-Gas Miner That Became an AI Factory
Crusoe started by parking modular data centers on oil wells. Now it builds gigawatt AI campuses. What to learn from the arc, and what to doubt.