"This is the largest infrastructure build-out in human history."
"Hyperscaler capex in 2026 will be more than 4× what the entire US energy sector spends. Amazon alone exceeds the entire sector."
"The biggest issue is not compute, but power — you have a bunch of chips sitting in inventory that I can't plug in."
Powered land. Data centres. Networking. GPUs.
More than 4× what the entire US energy sector invests.
$600 billion this year.
Over $1.15 trillion by 2027.
No transparency. No map. Uncertainty everywhere.
Navigate the world of AI infrastructure.
Strategic advisory and brokerage for those buying and selling the assets and services that power AI.
RIDIAN is powered by TwinStack, a Cognitive Sector Twin architecture that maintains a live, provenance-tracked knowledge graph of the entire AI infrastructure ecosystem. Every fact is temporally versioned, observed evidence is kept separate from derived insight, and analysis recomputes automatically as new evidence arrives — replacing fragmented research with a unified, auditable picture of the sector.