Skip to content
adikumar.co
Research Frameworks Tools Advisory About
ESSAY

The real reason data centres are going DC (and it's not capacity alone) (1/13)

Capacity is not why data centres are going DC. Four forces are pushing the transition: density economics, grid constraints, GPU synchronicity, hyperscaler strategy.

28 April 2026 · 14 min read
← Newer Page 9 of 9
Frameworks
  • The AI Power Chain
  • The Investment Layer
  • Due Diligence Framework
  • Grid-to-Chip
Series
  • The DC-DC Transition
  • The Regulatory Layer
  • Financing the AI Buildout
  • Tech Spotlights
  • Case Studies
  • Deal Tear-Down + Watch
  • What Changed (monthly recap)
Reference & Tools
  • Knowledge Base
  • Adi's Theses
  • Glossary
  • Vendor Screen
  • Question Banks
  • DD Evidence Matrix
  • Investment Scorecard
  • Investment Workbench
Engage
  • Advisory
  • About
  • adi@adikumar.co
  • LinkedIn
  • X (@NormalisedAlpha)
© 2026 Adi Kumar. All rights reserved. All content on this site — including essays, analysis, frameworks, charts, models, code, visualisations, and interactive tools — is the copyrighted work of Adi Kumar. No part may be reproduced, distributed, transmitted, republished, syndicated, adapted, translated, stored in a retrieval system, quoted at length, incorporated into commercial products or reports, or used to train machine-learning or artificial-intelligence models — in whole or in part, in any form or by any means — without the prior express written permission of the author. Brief quotations of up to 100 words with clear attribution and a direct link to the source page are permitted under fair use. All other uses require written consent: adi@adikumar.co.
Written by Adi Kumar · Privacy