The Digital Investor
The Innovation LedgerFinding the overlooked companies powering the AI boom. Focused on AI data centers, power, networking, optics, and the infrastructure behind the next wave of computing.
| Platform |  | Pricing | Freemium | Publishes | Daily |
|---|---|---|---|---|---|
| Issues | 221 | Founded | 5 months ago | Last Issue | 3 days ago |
| Active | |||||
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theinnovationledger.substack.comLatest Issues
$VRT Is Quietly Trying to Own Everything Between the Grid and the GPU
The easiest way to understand $VRT has always been to call it an AI cooling and power company.
I think that description is becoming outdated.
Yesterday, Vertiv announced another acquisition aimed at the increasingly complicated liquid-coo...
The Hidden AI Cloud Metric That Could Matter More Than GPU Count
Most AI infrastructure investors are focused on one number: GPU count. Who has the most Nvidia H100s? Who is deploying H200s? Who gets access to B200s first?
Those numbers matter, but they may also be distracting investors from one of the...
$LITE May Have Found a Clever Way to Win From the Next AI Networking Shift
One of the biggest questions surrounding optical stocks has been what happens when AI networking starts moving away from today’s traditional pluggable transceivers.
If more optical technology gets moved directly next to the switch or accel...
Forget $IREN’s 5 GW Pipeline. This Is the Number I Think Matters More.
$IREN has no shortage of numbers capable of grabbing attention.
More than 5 GW of secured power capacity. Roughly $4 billion of contracted annualized run rate revenue tied to 2026 capacity. A target of 480 MW of AI Cloud capacity in 2026,...
Stop Counting Gigawatts: This Is What AI Data Center Investors Should Actually Measure
AI data center investors love gigawatts.
A company announces another 500 MW or 1 GW site and the number immediately becomes part of the investment thesis. More power means more potential AI capacity, which can eventually mean more revenue....
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Finding the overlooked companies powering the AI boom. Focused on AI data centers, power, networking, optics, and the infrastructure behind the next wave of computing.
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