High-Density Compute (HDC)

The Evaluation Framework

The transition from speculative hashing to industrial compute requires a rigorous assessment of physical constraints. My analysis focuses on the four pillars of the "Three-Body Framework" as applied to HDC:

01 Land & Surface Utility

Validation of surface rights, easements, and physical siting constraints. Are you buying a site, or a legacy liability?

02 Power & Interconnection

Deep-dive into substation capacity, transmission constraints, and real-world curtailment risks. I look past the "available power" claims to the physical reality of the grid.

03 Regulatory & Political Exposure

Quantification of local zoning risk, noise ordinances, and state-level incentive stability (such as HB 591).

04 Economic Decision Analysis

Independent modeling of the "Alternative Use" case. I help you decide if a site is better suited for HDC, industrial storage, or traditional energy infrastructure.

No Execution, Only Analysis

I do not sell hardware, manage farms, or provide brokerage services. I provide the documented risk register your executive team or investment committee requires to make a "Go / No-Go" decision.