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Due Diligence for the AI Buildout

Capex, growth economics, and projection stress-testing

26 August 2026 · 27 min read · Updated 30 Aug 2026
Capex, growth economics, and projection stress-testing
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    The AI Power Chain
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    The Investment Layer
    8 essays · how the AI buildout is financed
    Due Diligence for the AI Buildout
    14 essays + 3 supplements · how to run DD for AI infrastructure and industrial technology deals
    Adi Kumar

    Executive with 20+ years in AI data centre power, industrial technology, automation and control, and energy infrastructure. Prior operating roles at Eaton, Honeywell, Cisco, and BCG..

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