01 · Investors
Public and private equity investors
Decisions: Which names, baskets and themes to own, and when the evidence changes.
Your view: Neocloud & AI-Infra Scorecard, returns for all eleven coverage baskets, Options Positioning, the Weekly Sector Review with its valuation snapshot, Capital Markets deals and the IPO pipeline, and the Catalyst Probability Matrix.
Saved role view
Default dashboards: Capex Supercycle Tracker · NVIDIA Pulse · Neocloud Scoreboard
Default filters:
- Tagged investor
- Hyperscaler capex and leases
- Neocloud contracts and capacity
- Chips, HBM and export controls
- Financings
- Macro and rates
02 · Lenders
Lenders, private credit and infrastructure funds
Decisions: Pricing GPU- and lease-backed debt, sizing exposure, watching refinancing risk.
Your view: AI-Infra Credit Stress Index — funding-cost ladder, maturity wall and contract cover — the full financing tape, GPU Economic Life Tracker and quarterly Credit Teardowns.
Saved role view
Default dashboards: Credit & Funding Tracker · Backlog & Contract Ledger · Neocloud Scoreboard
Default filters:
- Tagged lender
- Financings
- Neocloud contracts and capacity
- Hyperscaler capex and leases
- Macro and rates
03 · Compute buyers
AI labs, enterprises and start-ups buying GPU capacity
Decisions: On-demand vs reserved vs multi-year; what a fair price and term look like.
Your view: The three-layer price stack in the Compute Price & Basis Heatmap with a term-discount curve, contract terms from public disclosures, the free Price Converter and the Compute Markets Monitor.
Saved role view
Default dashboards: Compute Price Index · Token Economics Monitor
Default filters:
- Tagged compute buyer
- GPU and compute pricing
- Compute derivatives and the CFTC
- Neocloud contracts and capacity
- Chips, HBM and export controls
04 · Compute suppliers
Neoclouds and AI-factory operators
Decisions: Rate cards, contract pricing per MW, financing and where to expand capacity.
Your view: Public Rate Card Composite with competitor price-change alerts, the contract ledger, the peer Scorecard and the funding-cost ladder.
Saved role view
Default dashboards: Compute Price Index · Neocloud Scoreboard · AI-Factory Unit Economics Lab
Default filters:
- Tagged compute supplier
- GPU and compute pricing
- Neocloud contracts and capacity
- Financings
- Chips, HBM and export controls
- Power deals, PPAs, grid and interconnection
05 · Developers
Datacentre developers, operators and REITs
Decisions: Where to build, what to charge, who the competing campuses are.
Your view: Lease comps by market, the Global AI Datacentre Pipeline Tracker, Regional Power Readiness Index, competing-campus alerts and build costs.
Saved role view
Default dashboards: Gigawatt Race · Global AI Factory Pipeline · Power & Grid Monitor
Default filters:
- Tagged operator
- Hyperscaler capex and leases
- Power deals, PPAs, grid and interconnection
- Policy, moratoria and regulation
- EPC and construction
06 · Builders
EPC contractors, engineers and builders
Decisions: Which projects are heading to contract, and what cost, labour and lead times will do to bids.
Your view: Build Cost & Lead-Time Index, contract-award tracker, pipeline projects by stage and labour indicators.
Saved role view
Default dashboards: Global AI Factory Pipeline · Gigawatt Race
Default filters:
- Tagged EPC/builder
- EPC and construction
- Supply chain
- Power deals, PPAs, grid and interconnection
- Hyperscaler capex and leases
07 · Equipment
Chip, server, network, power and cooling suppliers
Decisions: Where demand is landing and when orders will be placed.
Your view: Campus stage-change alerts (approved, financed, under construction), equipment lead-time series, OEM backlog table and the Capex & Circularity Map.
Saved role view
Default dashboards: Silicon Supply Chain Heatmap · Capex Supercycle Tracker · Global AI Factory Pipeline
Default filters:
- Supply chain
- Chips, HBM and export controls
- EPC and construction
- Hyperscaler capex and leases
08 · Energy
Utilities, IPPs and energy developers
Decisions: Large-load tariffs, credible demand by territory, and who stands behind each campus.
Your view: Large-load tariff table, probability-weighted demand by region, PPA deal log and the credit view of each tenant.
Saved role view
Default dashboards: Power & Grid Monitor · Gigawatt Race
Default filters:
- Tagged utility
- Power deals, PPAs, grid and interconnection
- Policy, moratoria and regulation
- Hyperscaler capex and leases
09 · Public sector
Policymakers and sovereign AI programmes
Decisions: Programme design, pricing benchmarks and regulatory comparison.
Your view: Sovereign programme tracker, international GPU price comparisons and the regulation map. Invoiced public-sector and academic licences.
Saved role view
Default dashboards: Compute Price Index · Power & Grid Monitor · Gigawatt Race
Default filters:
- Tagged policymaker
- Sovereign AI programmes
- Policy, moratoria and regulation
- GPU and compute pricing
- Power deals, PPAs, grid and interconnection
10 · Advisers
M&A, site-selection and procurement advisers
Decisions: Comparables, counterparties and the state of the market for client work.
Your view: Capital Markets Deals Tracker with deal comparables, pipeline register and a Pro citation licence for our own series.
Saved role view
Default dashboards: Capex Supercycle Tracker · Neocloud Scoreboard · Backlog & Contract Ledger
Default filters:
- Tagged adviser
- Financings
- Hyperscaler capex and leases
- Neocloud contracts and capacity
- Policy, moratoria and regulation