From megawatts to cash flow.
How power availability, delivery risk, and lease terms shape cash generation in data-center infrastructure.
Read the paperResearch by Skar Technologies
See the systems
behind the market.
Power. Infrastructure. Industry. Technology.
We examine the systems that shape markets—and what their constraints mean for decisions.
Evidence. Systems. Consequence.
Explore the publicationSelected research
A closer look.
From electricity demand to enterprise AI, examine what is changing and what has to work.
EV–004Infrastructure Brief
Power · Infrastructure
The transformer is now part of the critical path.
Why equipment, specifications, production capacity, and utility acceptance now belong in time-to-power analysis.MV–001Market View
Capital · Energy · Technology
Three signals. One systems test.
Private credit, AI infrastructure, and public-market valuation examined through the structures beneath the headline.EV–001Engineering Outlook
Energy · Data centers
The grid was designed for yesterday’s load.
Data-center electricity demand, regional constraints, and a scenario-led framework for time-to-power.EV–002Research Note
AI · Enterprise systems
The enterprise AI gap is organizational.
What current Census data says about firm size, functional breadth, and the capacity to deploy AI.From the source record
Put the numbers in context.
Selected evidence from our research. Each figure retains its measurement period and source; these are dated observations and forecasts.
Derived forecast1.7%
Forecast growth in U.S. electricity consumption in 2026, calculated from EIA’s rounded annual totals
EIA · 11 August 2026Historical estimate4.4%
Estimated U.S. electricity used by data centers in 2023
DOE / LBNL · December 2024Reported change+41%
Reported increase in U.S. distribution-transformer demand since 2019
U.S. DOE · March 2026Research standard
Evidence before interpretation.
Start with the evidence. Understand the system. Test the assumptions. Our research makes that reasoning visible, so you can assess the conclusion for yourself.
Our research standard