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Independent analysis of data centre power architecture, autonomous operations, and the infrastructure behind AI. By Adi Kumar.
Advising PE sponsors, hyperscaler strategy teams, industrial acquirers, management consulting firms, and equity research on industrials, automation and control, and AI infrastructure. Commercial and technical diligence. How I work →
Due Diligence for the AI Buildout

Customer, pricing, and competitive DD

22 August 2026 · 18 min read · Updated 23 Aug 2026
Customer, pricing, and competitive DD
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    Adi Kumar
    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. Now writes independent analysis and provides advisory support

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    The AI Power Chain
    6 essays + 6 companions · the physical infrastructure of AI compute
    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
    Advisory

    I advise PE sponsors evaluating industrials, automation and control, and AI infrastructure investments. I work with hyperscaler strategy teams on data centre and AI infrastructure decisions, with industrial acquirers on consolidation across the industrial and AI infrastructure stack, and with management consulting firms and equity research on their industrials and AI infrastructure work. Both commercial and technical diligence.

    How I work →

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