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Site Unseen: Location, Location, Allocation
Hyperscalers aren't shopping from the same list. Version 2 of my algorithmic method to data center site appraisal; and how a generic approach misprices…
23 hrs ago
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Tom Hyde
Thirst Principles: An Algorithm to Derive the Water-Energy Exchange Rate that Every Data Center Planner Should Know By Heart
An exchange rate, a break-even tariff, and a correction term: the data center water fight settled in three equations
Jul 15
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Tom Hyde
A Half-Life Crisis: The Importance of Laddering in Data Centres
A data centre decays like an isotope, not a building...an operator’s share decays, but the landlord’s share enriches. A novel approach to the valuation…
Jul 15
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Tom Hyde
Grandmaster of None: The Engineer’s Gambit
Chess engines price short-term pain against positional value, which is why engineering teams lose multi-factor decisions a chess engine would win.
Jul 15
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Tom Hyde
Mined the Gap: Avoiding the Pitfalls of Turning Crypto-Mines into Data Centers.
The maths behind what a converted bitcoin mining facility actually delivers, and why the bitcoin was probably the lesser asset worth having all along.
Jul 6
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Tom Hyde
From One Runway to Another: A supply-chain love letter from fashion to aerospace
Fast fashion is an environmental disaster but a masterclass in responsiveness. The supply chain for aerospace spares could borrow the second thing…
Jun 30
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Tom Hyde
Separation Anxiety: Borrowing the Sky's Playbook (but not its numbers)
Air traffic control solved dense-traffic safety a century ago. Robot fleets have copied the clever half and skipped the half that keeps things alive.
Jun 29
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Tom Hyde
Lost the Plot, Kept the Lines: A Lesson in the Wrong Kind of Faithful
What engineers can steal from mapmakers who lie for a living
Jun 24
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Tom Hyde
You’re Watching the Wrong Predator
xAI is positioned to become the most formidable hyperscaler on the planet. Until they start building in orbit...then, they'll eclipse all other data…
Jun 21
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Tom Hyde
How Just-in-Case has replaced Just-in-Time in manufacturing
Redundancy has quietly become the biggest tenant in the warehouse market, but the cost of a cushion is more than just financial
Jun 19
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Tom Hyde
The Elephant on the Quay: Can Shelf Prices Survive the Sea?
Ports are the grid bottleneck of physical goods, and we've underinvested in them for long enough - but that rent may soon be due...
Jun 16
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Tom Hyde
Turbine the Tables: How data center operators can flip the energy equation
Data Center Operators could be turning their waste product into more efficient energy generation, and using surplus capital to invest in the very thing…
Jun 12
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Tom Hyde
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