Notes

Perspectives on building infrastructure platforms.

Short, considered perspectives on the operating context behind MSP’s platform work.

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Notes and insights.

19 August 2026 · MSP Capital

When the office becomes a 2 MW compute node.

Etched operates a 2 MW data centre inside its San Jose headquarters. The more important question is what happens to the energy system when offices, laboratories and industrial sites become meaningful compute nodes.

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12 August 2026 · MSP Capital

The next data-centre constraint is not land. It is integrated infrastructure.

Digital demand is changing the infrastructure equation: connection, power quality, firmness and operating capability now shape what can scale.

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20 May 2026 · James Marchetti

Operating capability before scale.

Why infrastructure platforms are built through capability, evidence and staged execution.

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