AIDC Investor

How This Site Is Researched and Funded

Our sources, our rules for using them, how we make money, and what we will not do. Read this before you trust anything else on the site.

A guide to where to put money is worth nothing if you cannot tell whether it is an advertisement. So here is how this site works, what it costs us to say so, and what we refuse to do.

Our sourcing rules

Every number comes from a primary source, linked, with a date. Market data comes from CBRE's published research. Electricity figures come from the Department of Energy and Lawrence Berkeley National Laboratory. Securities rules come from the SEC's own pages, and tax rules from the IRS's. If we cannot link it, we do not print it.

We do not write figures from memory. Each number on this site was read off the source page at the time of writing, and the page records when it was last reviewed.

We do not round in our own favour. Where a source gives a range we print the range, and where the best available forecast is uncertain — as with the DOE's 325–580 TWh projection for 2028 — we say so rather than quoting the end of the range that makes a better story.

We distinguish asking rates from signed rates. Published market rents are asking rates in established markets, averaged across deployment sizes that price very differently. We use them as sanity checks and say so.

We correct errors in public. If something here is wrong, the fix is made on the page and the review date changes. We would rather be corrected than trusted by default — if you find a mistake, we want to hear about it.

Our main sources

For the engineering of these facilities — cooling, power trains, network design — we recommend The Definitive Guide to AI Data Centers, a free vendor-neutral reference of 166 chapters in 17 parts. It is deeper than we are on the engineering and we are not trying to duplicate it. In fairness it also covers project finance, business models and the economics of the build-out, so the overlap with us is not zero; the difference is that it is written for people building these facilities and we are written for people deciding whether to put money into one.

How we make money

This site is a commercial publication. It is operated by a media business, not by an investment company, and it is funded by referral arrangements with providers of investment products in the category it covers.

Our anchor partner is Ark7. Ark7 is a retail investment platform; it offers fractional units in rental homes and, through Project Soperton, in an AI data center. Ark7 is a partner of this site, not its publisher: it does not see our pages before they are published, does not approve them, and has no editorial say in what we write — including what we write about Ark7.

Concretely, this is what that means:

We think you should discount what we say accordingly, and we would rather tell you that than hope you do not notice.

What we will not do

Analytics and privacy

We measure traffic in aggregate — which pages are read, which search queries bring people here — to decide what to write next. We do not build profiles of individual readers and we do not sell data about you.

If you arrive from a partner's campaign, a short tracking code may be carried in the page address. It is kept for the duration of your visit in your browser's session storage so that it can be passed on if you click through to the provider, and it is discarded when you close the tab. It is not a cookie and it does not persist.

Corrections and contact

If a figure here is wrong, out of date, or sourced to something that does not say what we claim it says, tell us and we will fix it on the page. Corrections are made visibly, not quietly.