Knowledge & insights
from practice.
Background articles, market analyses and technical deep-dives on decentralised compute infrastructure and the municipal heat transition.
EnEfG §15: the Energy Reuse Factor ≥ 10 % from July 2026
Reporting duties, penalty frameworks, exceptions and the amendment draft — what data-centre operators and energy providers need to know now.
The €346 billion gap: why the heat transition needs private capital
By 2045 Germany faces a €346 bn equity and debt gap for its heat transition. Only 30 % of energy providers can finance from own funds.
From cooling loop to heat network: the technical path of data-centre waste heat
Temperatures, hydraulics, heat pump COP: how older 3G networks and modern 4G networks differ in waste-heat integration.
Meta Odense, Stockholm Exergi, Microsoft Espoo: three pioneers in numbers
45 MW, 215,000 MWh/year, >12,000 households: robust KPIs from three European reference projects.
Municipal heat planning from 2025: data-centre waste heat as mandatory component
WPG deadlines, the 65 % requirement for new networks, BEW funding — why municipalities should put data centres on the agenda now.
Decentralised compute as an infrastructure asset class
Dual-revenue structure, inflation linkage, multiples vs. Equinix & Digital Realty — what institutional investors need to know.
Europe's heat transition as an infrastructure supercycle
Return comparison of European heat-compute assets with US data-centre REITs — inflation-linked, hedge-capable, in an early market cycle.
ELTIF 2.0, EU Taxonomy & SFDR Art. 9
How hybrid compute-heat infrastructure qualifies as an impact investment for family offices — and where DNSH requirements create the bottleneck.
The DACH-Nordic corridor
Why Switzerland, Germany, Austria and Scandinavia are becoming the global hub for dual-revenue compute infrastructure — and why the US/APAC lag structurally.