Expert Guides
AI Datacenter Playbooks
Free, expert guides for navigating AI datacenter finance, grid interconnection, and infrastructure strategy.
About Our Playbooks
Decision-Grade Intelligence for AI Infrastructure
Our playbooks are comprehensive, data-driven guides designed specifically for datacenter developers, infrastructure investors, and AI compute operators. Each playbook synthesizes proprietary market data, regulatory analysis, and operational insights into actionable frameworks.
Unlike generic industry reports, our playbooks focus on the specific economics of AI-scale infrastructure: GPU lease rate dynamics, interconnection queue strategies, power contract structures, and the financial engineering required for 50MW+ deployments.
Whether you're evaluating a greenfield site in ERCOT, negotiating GPU lease terms with hyperscalers, or stress-testing an IRR model for a 100MW campus, these playbooks provide the granular intelligence that transforms complex infrastructure decisions into quantified risk-reward frameworks.
Complete Library
All Playbooks
ERCOT Curtailment Playbook for AI Datacenters (2025)
Navigate ERCOT grid curtailment risks and opportunities for AI datacenter deployments with this comprehensive 2025 playbook.
PJM Interconnection Queue Guide for AI Datacenters (2025)
Master the PJM interconnection queue process and secure faster power connections for your AI datacenter projects.
GPU Residual Value Guide for AI Datacenters (2025)
Understand GPU depreciation patterns and residual value forecasting for AI datacenter financial planning.
Common Questions
Playbook FAQ
Who are these playbooks designed for?
Our playbooks serve datacenter developers scouting new sites, private equity and infrastructure funds evaluating AI compute investments, GPU lessors structuring lease portfolios, and enterprise IT teams planning on-premises AI deployments. Each playbook includes both strategic frameworks for executives and tactical checklists for operators.
How often are playbooks updated?
We refresh each playbook quarterly to incorporate new market data, regulatory developments, and operational learnings. Major market events—such as new GPU releases, significant power market shifts, or policy changes—trigger interim updates within 2-4 weeks.
What data sources inform the playbooks?
Playbooks synthesize data from our proprietary indices (GLRI, TTPS, CSS, PAY), ISO/RTO filings, SEC disclosures from public datacenter operators, equipment vendor pricing, and direct input from our network of developers and investors operating across North America and Europe.
Are the playbooks really free?
Yes, all playbooks are free to access. Our business model is built on premium platform tools—real-time indices, custom calculators, and deal alerts—that complement the strategic frameworks in our playbooks. Free playbooks demonstrate our analytical approach and build trust with future platform subscribers.
How do playbooks differ from your platform tools?
Playbooks provide strategic context, methodological frameworks, and educational content for long-term planning. Platform tools deliver real-time data feeds, interactive calculators, and automated alerts for day-to-day operational decisions. Together, they form a complete intelligence stack for AI infrastructure economics.
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