
· THESIS PAPER
AI Infrastructure Germany 2026
Thesis paper on artificial intelligence and its infrastructure (German)
Five theses on data centres, grid connections, regulation, acceptance and operating models. Available in German.
Explore the paper
PUBLICATIONS · STUDIES
We examine the development of digital infrastructure, from fiber networks to data centres and AI infrastructure.
Our publications explore markets, technology and investment questions. Browse the studies and thesis paper here, with details and downloads on each publication’s page.

· THESIS PAPER
Thesis paper on artificial intelligence and its infrastructure (German)
Five theses on data centres, grid connections, regulation, acceptance and operating models. Available in German.
Explore the paper
· STUDY
Market, infrastructure and investment study
Market structure, investment, energy demand, regulation and the outlook for the German data centre industry.
Download PDF
· STUDY
Industry and infrastructure study (German)
Coverage, sustainability, in-building networks, overbuild, financing, data centres and AI. Available in German.
Download PDF