Normalised Alpha / Deal Tear-Down Deal Tear-Down Equinix + CPP / atNorth $4B: what DD would flag on a Nordic data centre take-out 19 August 2026 · 18 min read · Updated 6 Oct 2026 Share on LinkedIn Respond via email More on Is Boyd worth 2.25x PurgeRite’s multiple? Has Eaton overpaid? 10 Oct 2026 · 29 min read The CoolIT trade 9 Oct 2026 · 28 min read Behind-the-meter gas microgrids: a firm-power route around the interconnection queue 7 Sep 2026 · 31 min read ← Previous The scoping decision Next → NVIDIA / OpenAI PORTS-Pike: what DD would flag on a $105B guarantee for a phased 4.25 GW Ohio campus 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