Material
Information

Deep research into the economics of compute.Researching the economics of compute.

Material Information deep dives into the economics of AI infrastructure and its supply chains. Each piece aims to offer data-rich analysis that, hopefully, leads to viable policy, strategy and commercial recommendations for stakeholders.

Essays

Fig. I — Marina Bay, Singapore

I.

What is a megawatt worth in Singapore? 

A look at the economics behind Singapore's data centre market, and what she stands to gain and lose.

SingaporeData centresPowerPolicy

Forthcoming · November 2026