The ROSE Compute Brief

Where the power actually is. Who is contracting inference capacity. What a site costs to build and who is getting paid to build it. Written for people who have to make a decision, not for people who want a headline.

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High voltage transmission towers against a sunset sky, the grid constraint every data center now runs into

What is in it

Four things, every issue. No vendor roundups, no reprinted press releases.

Where the power is

Interconnection queues, utility capacity, and the buildings that already have service nobody is using. The constraint that decides everything else.

Who is buying

How inference capacity is actually contracted, what terms look like, and which buyers are signing before a site exists.

What it costs

Real cost stacks. Panel, cooling, electrical, structure, install. Where the money goes and which line items are moving.

How to get in

Open supplier scopes, the roles being hired for across the industry, and what a first conversation with an operator needs to contain.

The State of Distributed Compute

A longer quarterly report, written to be genuinely useful to someone catching up on this industry from a standing start. Subscribers get it first and get every back issue.

Electrical distribution equipment inside a commercial building

The power chapter

What an interconnection queue is, why it moved from months to years, and the difference between a nameplate service rating and the capacity a building can actually give you.

  • How to read a one line diagram
  • Standby versus prime versus continuous
  • What a load study actually measures
Cooling equipment on a commercial rooftop

The thermal chapter

Air, dry and liquid, what each one costs, and why the water question is turning into the permitting question in more jurisdictions every quarter.

  • Where PUE numbers come from
  • Direct to chip in plain language
  • The evaporative water trade
Industrial fabrication work on metal assemblies

The jobs chapter

Which roles this buildout is actually hiring, what they pay, what credential gets you in the door, and which adjacent trades transfer cleanly.

  • Roles by discipline
  • Who is hiring at scale
  • The transferable trades
A modern commercial building exterior

The access chapter

How a property owner, a supplier, an installer or an investor each get into this, in order, with the specific first step for each.

  • Owners and portfolio holders
  • Suppliers and fabricators
  • Capital and offtake

Frequently asked

The questions people send back most often.

Why is power the constraint and not land?

A new campus can buy land in a quarter and then wait years for electrical service. A standing building has already cleared land, service, structure and a network path. That is a different clock, and it is the whole reason distributed siting works.

Is this only about rooftops?

No. Rooftops, parking decks and canopies, blank facades, vacant floors, basements, yards, substation parcels. If it has structure and it has power, it is in scope.

How much capacity can my building hold?

Usable area and spare electrical service decide it, and power is almost always the one that binds. The estimator on the home page sizes it from those two numbers and shows the working. Size my surface

Does it cost anything?

No. The brief and the quarterly report are free, and the list is not for sale.

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