Normalised Alpha / Case Studies Case Studies Blackstone + CPP / AirTrunk: what UNDERWRITE looks like on the framework 23 August 2026 · 4 min read · Updated 6 Oct 2026 Share on LinkedIn Respond via email More on Behind-the-meter gas microgrids: a firm-power route around the interconnection queue 7 Sep 2026 · 31 min read Crusoe / Stargate Abilene: RESTRUCTURE, with the concentration risk that later materialised 23 Aug 2026 · 6 min read CoreWeave $2.6bn DDTL: the amber worked example on the uncontracted-principal veto 23 Aug 2026 · 6 min read ← Previous Product architecture and technology DD Next → CoreWeave $2.6bn DDTL: the amber worked example on the uncontracted-principal veto Continue reading The AI Power Chain essays + companions · the physical infrastructure of AI compute The Investment Layer essays · how the AI buildout is financed Due Diligence for the AI Buildout essays + supplements · how to run DD for AI infrastructure and industrial technology deals
Behind-the-meter gas microgrids: a firm-power route around the interconnection queue 7 Sep 2026 · 31 min read
Crusoe / Stargate Abilene: RESTRUCTURE, with the concentration risk that later materialised 23 Aug 2026 · 6 min read
CoreWeave $2.6bn DDTL: the amber worked example on the uncontracted-principal veto 23 Aug 2026 · 6 min read