Post-Acquisition Tools¶
Portfolio Value Creation¶
usa model
To assess attractive markets for fiber expansion or copper upgrades, investors used to focus on traditional mapping of fiber-versus-fiber competition. But the data revealed a shift: fixed wireless, long dismissed as too slow, is emerging as a high-capacity rival powered by 5G. In parallel, cable operators — once seen as mid-speed players — are rolling out gigabit offerings that challenge fiber’s dominance. This updated view of competitive dynamics uncovered areas where fiber still has a clear edge, shaping a more targeted and forward-looking value creation plan.
Synergies from Co-Locating Clean Power¶
global model
Investors are zeroing in on a key question: where clean energy can be deployed most cost-effectively to power data centers, ideally through co-location.
There’s a growing opportunity to apply advanced geospatial models that identify optimal sites for wind and solar development, factoring in land use, transmission proximity, and long-run generation economics. For data center investors, this means sharper site selection and power strategy: locating assets where clean energy is cheapest, scalable, and most reliable.
These geospatial tools translate renewable potential into clear investment recommendations, aligning sustainability goals with margin expansion.
