Normalised Alpha / Financing Financing Financing structure, covenants, closing risk 30 August 2026 · 30 min read · Updated 6 Oct 2026 Share on LinkedIn Respond via email More on The Capital Stack of AI Infrastructure 1 Sep 2026 · 79 min read 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 ← Previous Post-close validation and the DD improvement loop Next → The DD Evidence Matrix 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
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