Category: AI Investments
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When AI Meets Property: AI = Happiness?
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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
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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…
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From Innovation to Imperative: Why Modular Containerized Data Centers Are the Default AI Infrastructure Play
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Plugin Capital Research, August 7, 2026 The question for AI infrastructure investors is no longer “Will modular containerized data centers win?” — they have won. The question is: who captures the value as the world’s most consequential infrastructure cycle unfolds in factory-built 20-foot boxes? I. A New Kind of Bottleneck…