Market intelligence for AI and data center infrastructure.
Analysis on transformer lead times, power pricing, deal flow, and the operators reshaping data center infrastructure. Published weekly by the Nexus team.
May 11, 2026
Transformer Lead Times in 2026: A Buyer's Guide
Current lead times for high-voltage transformers have stretched to 36-48 months. What's driving the queue, which manufacturers are fastest, and how operators are working around the shortage.
May 4, 2026
Inside the Riot/AMD Deal: What the $311M Lease Actually Means
Riot Platforms signed a 10-year lease with AMD for 25MW at its Rockdale site. A breakdown of the deal structure, the implied $/MW economics, and what this signals for the next wave of mining-to-AI transactions.
April 27, 2026
How to Evaluate an AI Colocation Operator: A 12-Point Checklist
Power reliability, cooling readiness, fiber connectivity, credit quality, and operational track record. The full checklist Nexus uses when vetting operators for our buyer network.
April 20, 2026
ERCOT Power Pricing for AI Data Centers: Q2 2026 Update
Current PPA rates across ERCOT, comparison to MISO and PJM benchmarks, and where pricing is heading as AI buildout accelerates.
April 13, 2026
Neocloud Funding Tracker: Q1 2026 Capital Raises
Running tally of every disclosed neocloud raise this quarter, capital partners, valuations, and stated use of proceeds. Updated weekly.
April 6, 2026
Selling Your Mining Facility: What Buyers Actually Want to See
A practical guide for mining operators preparing to sell. What due diligence materials matter, how to position the asset, and what determines whether you get mining-hosting value or AI-ready value.
March 30, 2026
The North American Interconnection Queue, Mapped
Which ISOs are fastest, which are stuck, average wait times by region, and how to evaluate whether a queued site is actually developable on a viable timeline.
March 23, 2026
Why TeraWulf is Exiting Bitcoin Mining Entirely
TeraWulf is the most decisive pivot in the public mining sector. A strategic analysis of why they're going pure-play AI, what signals this sends, and which miners are likely to follow.
March 16, 2026
Hosting Contract Negotiation: Five Provisions That Always Matter
Curtailment terms, pause provisions, default and cure language, assignment rights, and dispute resolution. The five contract provisions Nexus pays the most attention to in colocation deals.
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