Data centres followed fibre for twenty years and now follow electricity. A case study in interconnection network effects, AI power density and grid-constrained siting.
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Expert guides, analysis and tool comparisons on Media, Telecom & Data Infrastructure from the kurums.com Startup desk — written for business decision-makers and updated as the market moves.
Data centres followed fibre for twenty years and now follow electricity. A case study in interconnection network effects, AI power density and grid-constrained siting.
Germany kept upgrading copper because it was cheaper each time. A case study in incremental deferral, civil engineering economics and why overbuild damages everyone.
The best newspaper strategy of the digital era was to stop being a newspaper company. A case study in classifieds economics, network effects and acting while cash flow lasts.
Europe’s most durable media group has no listed shares. A case study in foundation ownership, rights catalogue economics and managing structural decline by portfolio migration.
A German telecoms group now earns most of its growth in America. A case study in market structure, a blocked sale that created the position, and the holding discount problem.
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