LK GREEN CAPITAL
COMPUTE TERMINAL
Sign inFree PrimerStart 7-day trial

← All eleven instruments

Instrument 01 · daily

Neocloud & AI-Infra Scorecard

A 0–100 score per operator on the eight factors that separate winners: power (energised and contracted MW, time-to-power), contracts (take-or-pay share, tenor, counterparty grade), balance sheet (leverage, contract cover of debt), execution (delivery against promise), silicon access (allocation, generation mix), diversification (customer concentration), geography (power cost, policy, grid queues) and cost of capital. Datacentre operators and REITs are scored on their own pillar set.

HEADLINE READING

First reading at launch

top-ranked score (0–100)

Headline readings are public to every visitor.

CADENCE
Daily
INPUTS
Filings, transcripts, contract ledger, financing tape, exchange prices
OUTPUT
Score, rank, eight-factor breakdown, change on the month
ACCESS
Ranks public weekly; full factors Plus and Pro

Method

  1. Eight factors, each with published sub-metrics and weights held in configuration: (1) power — energised and contracted MW, time-to-power; (2) contracts — take-or-pay share, tenor, prepayment, counterparty grade, $m per MW-year; (3) balance sheet — leverage, liquidity, contract cover of debt; (4) execution — delivery against promised MW and dates; (5) silicon access — allocation, generation mix, NVIDIA and AMD relationships; (6) diversification — customer concentration; (7) geography — power cost, grid queue and policy exposure by site; (8) cost of capital — marginal funding cost from the Financing Tape.
  2. Operators and REITs use an operator pillar set: leased versus powered capacity, pre-leasing, development yield, cost per MW, power secured and leverage.
  3. A factor with missing inputs is reported as n/a and excluded, with the gap shown; ranks and the change on the month are recomputed on every run.

Caveats

  • Scores describe disclosed operating and balance-sheet positions, not expected returns.

Revision log

No method changes since launch.

Every change to this method will be dated and recorded here.

Methodology published by Compute Terminal. Not investment advice.