Insights
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Bring Your Own Power: Underwriting the Off-Grid Microgrid for AI Data Centres
Plugin Capital Research : 8 November 2026 · Data cut-off 5 November 2026 · This is the third in our 2026 infrastructure sequence. From Innovation to Imperative argued that power scarcity, not capital, had become the binding constraint. The Global Neocloud Top 20 showed that the real dividing line between…
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When AI Meets Property: AI = Happiness?
The Co-Happiness Report — testing whether technology can make people happier where they live, and turning the answer into an operating system for any living asset. Prepared for living-sector operators, developers and investment committees · Confidential discussion draft, October 2026 · A successor to Alternative Living — More Than Just…
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The Global Neocloud Top 20: A 2026 Deep-Dive Comparative Study
Plugin Capital Research : 30 September 2026 Primary sources first: SEC 10-Q / 10-K / 6-K filings, company investor-relations releases, official pricing pages. Secondary sources are flagged as not primary or to be verified. Fiscal-year note: CoreWeave and Nebius report on calendar quarters; IREN, Hut 8 and Applied Digital use…








