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jaynamburi

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  3. GPU at $2.25/HR or $12.29/HR: The Infrastructure Layer That Determines Price

    The 9x price spread on H100 is real but the comparison requires some care. The $1.38/hr end is typically reserved or committed capacity. The $12.29/hr end is on demand at major cloud providers with full flexibility…

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  5. Modular DC construction at $4.5-6.5M/MW vs. $11.3M/MW traditional

    The $4.5-6.5M/MW figure assumes factory built modular units with standardized configurations. The delta vs. traditional construction ($11.3M/MW per Turner and Townsend) is real but comes with meaningful trade offs.…

    1 points 0
  6. 1% Vacancy, 81% Preleased: Where Midmarket Compute Deploys in 2026

    The 81.5% prelease rate is the number that should concern mid-market buyers. Hyperscalers are committing to supply before construction starts. When 81% of a building is already spoken for before ground breaks, the…

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  8. Power Density at 50 KW/Rack: What It Costs and What It Breaks (syaala.com)
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  9. GPU Rack Power Density, 2015–2025 (syaala.com)
    11 points 4
  10. Colocation Evaluation Framework for AI Infrastructure (2026) (syaala.com)
    1 points 0