Category: Site Selection
-
Why Advanced Packaging Scarcity Masks a Crucial Truth: The Individual Memory Moat is Temporally Finite High Bandwidth Memory (HBM) , a type of dense, vertically stacked DRAM, has become critical to the AI era. Only three companies in the world can manufacture it. Only one packaging facility can assemble it at scale. Demand is already…
-
Why Agentic Workflows are Breaking Enterprise Budgets and Shifting the AI Industry Toward Outcome-Based Pricing I. Introduction Traditional software is a predictable operating expense. Companies pay a fixed monthly or yearly fee per user. Per-token pricing is challenging this model completely by introducing variable costs. An engineering team using autonomous coding agents can burn through…
-
1 Introduction The current data center industry is shifting from colocation to AI factories. These facilities require higher power densities than designs of the past. This transformation moved site selection beyond connectivity and land costs. Developers prioritize power availability and interconnection timelines as the determinants of project viability. In markets with constraints, grid access delays…
-
Introduction The dominant narrative surrounding AI infrastructure assumes that semiconductor manufacturing capacity is the primary bottleneck. However, by 2025, multiple EPC contractors reported that electrical equipment availability increasingly determines data center construction sequencing. AI deployment is no longer constrained only by silicon fabrication, but by the physical and temporal limitations of electrical infrastructure. Grid interconnection…