Critical variables—land availability, power contracts, cooling architecture, capital timing—live across operators, developers, REITs, utilities, and capital partners. They rarely align in one place or become viable simultaneously.

We help clients evaluate four domains where misalignment creates the most expensive failures:

1. Site & Power Reality

• Land availability, zoning, and entitlement risk

• Utility interconnection queues, timelines, and power quality

Critical question: Is power contractually secured before compute deployment begins?

2. Physical Density & Thermal Limits

• Rack density ceilings and airflow constraints

• Cooling architecture tradeoffs at >15-30kW per rack

What requires verification: Whether theoretical density translates to operational density in production.

3. Operating Economics at Scale

• Marginal power cost vs. utilization curves

• Cooling, redundancy, and staffing costs that scale non-linearly

Execution risk: Pilot economics don't extrapolate linearly to production scale.

4. Capital Timing & Risk Alignment

• Deployment sequencing vs. cash burn

• Vendor lock-in, stranded assets, and exit optionality

Where decisions stall: Infrastructure commitments made before demand certainty exists.