Power & Energy Infrastructure
The real bottleneck: grid connections, PPAs, nuclear and SMR deals, electricity costs by market.
10+ GW
nuclear capacity contracted by big tech in 12 months
Source: SMR Intel
~$0.12
per kWh commercial rate, Thailand
Source: MEA/PEA
2027
first “nuclear electrons” for AI (Crane CEC)
Source: Constellation
What we cover
- Electricity cost benchmarks for data centers by market
- Grid connection queues and timelines
- Nuclear & SMR deals: Microsoft, Google, Amazon, Meta
- PPAs and Direct PPA regimes in Southeast Asia
- Cooling, water and sustainability constraints
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Data Center Development & Investment
Greenfield builds, build-to-suit, investing in operating facilities — and the equipment supply chain behind them.
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Hyperscale
Campuses, prelease dynamics and wholesale blocks for cloud and AI giants.
AI Data Centers
High-density halls, liquid cooling, GPU-ready capacity — where to physically run AI workloads.
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Micro and modular facilities close to users: latency, inference at the edge, container builds.