adikumar.co / The Investment Layer The Investment Layer The AI infrastructure M&A map 11 August 2026 · 22 min read · Updated 18 Sep 2026 Share on LinkedIn Respond via email More on Sovereign capital and industrial policy 17 Aug 2026 · 24 min read The three downside cases 16 Aug 2026 · 20 min read Underwriting AI infrastructure debt 15 Aug 2026 · 20 min read ← Previous How the AI buildout is financed Next → The build-to-lease flip Continue reading 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