https://hyperleapcapital.com/insights Research notes from Hyperleap Capital on the AI buildout — compute, power, and the firms transformed by it. en Fri, 02 Oct 2026 00:00:00 GMT https://hyperleapcapital.com/insights/hbm4 https://hyperleapcapital.com/insights/hbm4 Fri, 02 Oct 2026 00:00:00 GMT Compute Capacity, bandwidth, and workload: three different questions when assessing AI infrastructure. https://hyperleapcapital.com/insights/grid https://hyperleapcapital.com/insights/grid Fri, 02 Oct 2026 00:00:00 GMT Power Why national electricity-demand estimates cannot establish a data centre’s energisation date. https://hyperleapcapital.com/insights/seat-based https://hyperleapcapital.com/insights/seat-based Fri, 02 Oct 2026 00:00:00 GMT Software Seats, actions, and completed work create different revenue and cost exposures for software vendors.