AI DataCenter Signals Intelligence

Navigate Risk & Seize Opportunity in the AI Infrastructure Boom

Gain predictive insights into stealth projects, critical supply chain bottlenecks, and competitor strategies before they impact your plans

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The race to build AI infrastructure is reshaping global industries, creating unprecedented opportunities alongside complex risks hidden by stealth deployments and opaque supply chains.

Persevera AI’s Signals Intelligence service cuts through the noise, providing investors, constructors, and operators with the critical foresight needed to navigate this dynamic landscape. Identify emerging trends, mitigate project risks, secure resources, and gain a decisive competitive advantage.

What is AI DataCenter Signals Intelligence?

AI Datacenter Signals Intelligence is a specialized intelligence service leveraging a proprietary SIGINT methodology and advanced AI analysis to navigate the unique complexities of the AI infrastructure build-out. We go beyond surface-level data, analyzing signals from construction activity, real estate, power grids, specialized supply chains (cooling, power components), regulatory filings, and corporate structures to detect hidden patterns, emerging risks, and strategic opportunities. Our AI identifies connections humans miss, providing predictive insights into:

  • Stealth Projects & Undeclared Capacity: Uncover developments masked by shell companies or misleading permits.

  • Critical Supply Chain Bottlenecks: Anticipate shortages in specialized cooling (dielectric fluids, cold plates), power components (transformers), and advanced packaging before they impact projects.

  • Power Availability & Constraints: Track real-time power acquisition battles and grid limitations affecting site viability.

  • Competitor Strategy & Timing: Understand competitors' infrastructure plays, technology choices, and deployment timelines.

  • Technology & Policy Shifts: Analyze the impact of new cooling tech, nuclear integration, and tariff policies.

We deliver actionable intelligence, giving stakeholders the foresight needed for strategic planning, risk mitigation, and competitive positioning.

Who Benefits?

Our predictive intelligence helps key players navigate the complexities of the AI infrastructure build-out:

  • Investment Firms (PE, VC, SWFs, Institutional): Maximize ROI and de-risk investments by identifying hidden opportunities and anticipating market-moving shifts.

  • Construction Firms & GCs: Protect margins and win more bids by mitigating project risks and anticipating critical resource bottlenecks before they occur.

  • Data Center Operators (Hyperscalers, Colo): Maintain competitive edge and ensure uptime by tracking competitor stealth builds and securing volatile supply chains early.

  • Infrastructure Suppliers (Power, Cooling, OEMs): Align strategy with real demand by understanding true market signals and identifying high-potential partnerships.

Also providing critical intelligence for: Energy & Utilities, Networking Providers, Semiconductor Companies, Government Agencies, and Real Estate Developers involved in the AI ecosystem.

AI DataCenter Signals Intelligence Mapped: Dynamic 3D View of SIGINT Analysis Flow

Capitalize on strategic land acquisition, materials sourcing and energy requirement opportunities

AI Infrastructure Intelligence Expert | Strategic Advisor to Investment Firms | Uncovering Hidden Opportunities in AI DataCenters

Aditya Kaul is a distinguished technologist and strategic visionary with over two decades of experience in artificial intelligence, semiconductors, telecommunications, and quantitative forecasting.

His career reflects the full spectrum of technological evolution - from designing cutting-edge mobile chipsets at Qualcomm to founding and leading the AI research group at Informa. At Informa, he pioneered frameworks that transformed industry perspectives on AI adoption and infrastructure trends, establishing himself as one of the first analysts to anticipate the disruptive potential of AI back in 2015. His consistently contrarian insights have not only forecasted industry shifts but have actively helped shape them.

Beyond his research accomplishments, Aditya applies a hands-on approach to technology development through his consulting firm, Persevera AI, where he builds novel, AI-driven enterprise solutions. The AI DataCenter Signals Intelligence report is a prime example of this approach. Powered by a proprietary AI application developed by Persevera AI, the report leverages Aditya’s expertise in building enterprise-grade applications. This ensures it goes well beyond surface-level data, providing actionable intelligence tailored specifically for decision-makers navigating the complexities of the AI datacenter ecosystem.

Aditya’s AI research has been trusted by Softbank Capital, BNP Paribas, Deloitte, Intel, Qualcomm, Microsoft, Samsung, Fujitsu, IBM, CableLabs amongst others.

Research Methodology

Our application harnesses a sophisticated signals intelligence (SIGINT) framework that transforms vast amounts of raw data into actionable strategic insights. This methodology delivers unparalleled visibility into the evolving AI datacenter landscape through a structured, multi-layered approach:

  • We employ a robust data collection system that ingests information into specialized spreadsheets—each containing approximately 150 carefully curated data points. This granular approach creates a comprehensive view across critical domains:

    • Infrastructure intelligence covering real estate acquisitions, energy grid developments, and cooling technologies

    • Supply chain mapping revealing movement patterns and emerging bottlenecks

    • Market formation analysis identifying stealth projects before public announcements

    Our system aggregates over 1,000 precise data inputs, creating the foundation for sophisticated signal extraction.

  • The core of our methodology is an AI-driven SIGINT analysis pipeline that:

    • Processes raw data through multiple specialized analyzer functions

    • Generates more than 100 distinct signals from the underlying data

    • Features a scalable architecture that easily incorporates new analyzer functions as innovative signal types emerge

  • Every insight undergoes a meticulous validation process:

    • Multi-source cross-validation ensures reliability by confirming each signal against multiple independent sources

    • LLM-driven synthesis leverages state-of-the-art natural language processing in an iterative framework

    • Dynamic confidence scoring provides transparency by annotating each signal with detailed strength metrics and evidentiary support

  • The final output transforms complex data into clear, actionable intelligence:

    • Reveals hidden projects and forecasts emerging trends well ahead of public announcements

    • Maps interdependencies across diverse domains—from infrastructure to supply chains

    • Delivers detailed confidence annotations with each insight

    • Provides clear strategic implications and recommendations tailored for decisive action

Research Offering & Pricing

Core Intelligence Package

  • Comprehensive AI DataCenter Signals Intelligence Report

  • AI DataCenter Signals Intelligence Database

  • Basic LLM chat with intelligence database

  • Monthly report updates tracking evolving trends

  • Weekly briefings on critical signals

  • Strategic consultation calls

Premium Intelligence Package

  • Comprehensive AI DataCenter Signals Intelligence Report

  • AI DataCenter Signals Intelligence Database

  • Advanced LLM chat with intelligence database

  • Monthly report updates tracking evolving trends

  • Weekly briefings on critical signals

  • Enhanced strategic consultation calls

  • Custom research notes on specific regions or infrastructure segments

  • Priority notification of critical investment-relevant signals

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