Deals

Two related series applying the fourteen-workstream DD framework from Due Diligence for the AI Buildout to named capital events in AI infrastructure. Deal Tear-Down covers M&A transactions; Deal Watch covers non-M&A capital events (financings, backstops, JVs, strategic partnerships). Both publish roughly monthly.

Deal Tear-Down

Named M&A transactions. Commercial DD framework applied. All issues →

Issue 0

Equinix + CPP / atNorth $4B: what DD would flag on a Nordic data centre take-out

19 Aug 2026 · 18 min read

Deal Watch

Non-M&A capital events. Financings, backstops, JVs, partnerships. Operational and diligence lens. All issues →

Issue 0

NVIDIA / OpenAI PORTS-Pike: what DD would flag on a $105B guarantee for a phased 4.25 GW Ohio campus

19 Aug 2026 · 19 min read

Companion reading

Both series draw the analytical framework from Due Diligence for the AI Buildout, the fourteen-essay practitioner series on running commercial DD for AI infrastructure and industrial-tech acquisitions. Broader context in The Investment Layer and The AI Power Chain.