Research

Research notes.

Analysis of compute, power, and software economics, with links to the underlying sources.

Compute

Reading the memory specifications.

Capacity, bandwidth, and workload: three different questions when assessing AI infrastructure.

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Power

From announced megawatts to usable power.

Why national electricity-demand estimates cannot establish a data centre’s energisation date.

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Software

What is the customer paying for?

Seats, actions, and completed work create different revenue and cost exposures for software vendors.

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