News & Insights

  • 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…

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  • From Innovation to Imperative: Why Modular Containerized Data Centers Are the Default AI Infrastructure Play

    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…

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