Insights
Where we put on record what we think about European data centre capital, customer dynamics, and the assets the platform is building around.
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- 3 articles
Market
22 April 2026
The 2037 problem: UK grid connection windows and the new value of secured power
Why connection-ready land has decoupled from raw real estate as the binding constraint on European hyperscale supply.
ReadPlatform
14 February 2026
Gravity Edge: building a mid-cap European data centre platform
The thesis behind our inaugural vehicle, why mid-cap, and what the platform's first 24 months will look like.
ReadInvestments
5 November 2025
LDN1: anchor-tenant economics at the Camberley inaugural asset
How the anchor lease underwrites the 8MW operating base and de-risks the path to 22MW.
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