<?xml version="1.0" encoding="UTF-8"?><rss version="2.0"><channel><title>Qore Infrastructure Partners Insights</title><link>https://www.qoreinfra.com/insights/</link><description>Perspectives on sovereign AI infrastructure, power and data centre delivery in Europe.</description><language>en-gb</language><item><title>Building Europe&#x27;s Sovereign AI Infrastructure</title><link>https://www.qoreinfra.com/insights/building-europes-sovereign-ai-infrastructure/</link><guid>https://www.qoreinfra.com/insights/building-europes-sovereign-ai-infrastructure/</guid><pubDate>Sun, 25 Oct 2026 08:00:00 +0000</pubDate><description>Europe&#x27;s AI ambitions will be decided by who controls the facilities, power and supply chains beneath the models. A perspective on what it will take, and how the platform is built to deliver it.</description></item><item><title>Speed to power is now the decisive asset in European data centres</title><link>https://www.qoreinfra.com/insights/power-not-land-decides-europes-ai-map/</link><guid>https://www.qoreinfra.com/insights/power-not-land-decides-europes-ai-map/</guid><pubDate>Sun, 25 Oct 2026 08:00:00 +0000</pubDate><description>With connection queues in Europe&#x27;s traditional hubs at seven to ten years, the market&#x27;s scarce input is no longer land or capital but confirmed power before 2030. Implications for origination, valuation and customers.</description></item><item><title>Underwriting powered land: five tests of readiness</title><link>https://www.qoreinfra.com/insights/what-makes-powered-land-ready/</link><guid>https://www.qoreinfra.com/insights/what-makes-powered-land-ready/</guid><pubDate>Sun, 25 Oct 2026 08:00:00 +0000</pubDate><description>Powered land has become a marketing term. For underwriting purposes it is a set of verifiable conditions. The framework we apply before any facility enters the platform.</description></item><item><title>Sovereignty is decided below the model: what nations need to control</title><link>https://www.qoreinfra.com/insights/sovereign-ai-what-nations-need-to-own/</link><guid>https://www.qoreinfra.com/insights/sovereign-ai-what-nations-need-to-own/</guid><pubDate>Sun, 25 Oct 2026 08:00:00 +0000</pubDate><description>Sovereign AI debates focus on models and data. In practice, sovereignty is determined by jurisdiction, control, security and resilience at the infrastructure layer. A framework for governments and institutions.</description></item><item><title>Modular delivery as a structural advantage in AI capacity</title><link>https://www.qoreinfra.com/insights/modular-delivery-months-not-years/</link><guid>https://www.qoreinfra.com/insights/modular-delivery-months-not-years/</guid><pubDate>Sun, 25 Oct 2026 08:00:00 +0000</pubDate><description>When accelerator deliveries are scheduled months ahead, construction cannot be the critical path. How factory-built delivery compresses programmes, fixes cost and de-risks commissioning.</description></item><item><title>Allocating capital between landlord and tenant in AI-era data centres</title><link>https://www.qoreinfra.com/insights/choosing-a-delivery-model/</link><guid>https://www.qoreinfra.com/insights/choosing-a-delivery-model/</guid><pubDate>Sun, 25 Oct 2026 08:00:00 +0000</pubDate><description>Powered shell, build-to-suit and fully fitted models allocate design control, delivery risk and capital differently. How the balance is shifting as AI hardware cycles shorten.</description></item><item><title>Density headroom as a residual value driver</title><link>https://www.qoreinfra.com/insights/designing-for-next-generation-gpus/</link><guid>https://www.qoreinfra.com/insights/designing-for-next-generation-gpus/</guid><pubDate>Sun, 25 Oct 2026 08:00:00 +0000</pubDate><description>A facility designed in 2026 will host hardware from 2029 and 2031. Why cooling, power distribution and commissioning discipline now determine long-term value.</description></item><item><title>Switzerland as a home for sovereign compute</title><link>https://www.qoreinfra.com/insights/switzerland-home-for-sovereign-compute/</link><guid>https://www.qoreinfra.com/insights/switzerland-home-for-sovereign-compute/</guid><pubDate>Sun, 25 Oct 2026 08:00:00 +0000</pubDate><description>Stability, neutrality and legal certainty make Switzerland a natural location for Europe&#x27;s most sensitive AI workloads. Supply is the constraint, and existing infrastructure is the fastest answer.</description></item><item><title>First come, first ready: Germany&#x27;s grid reform and data centre origination</title><link>https://www.qoreinfra.com/insights/germany-grid-connection-explained/</link><guid>https://www.qoreinfra.com/insights/germany-grid-connection-explained/</guid><pubDate>Sun, 25 Oct 2026 08:00:00 +0000</pubDate><description>Since April 2026, Germany&#x27;s transmission system operators allocate large-consumer capacity by project maturity. What the scoring rewards, how it interacts with the Energy Efficiency Act, and what it means for origination.</description></item><item><title>Heat reuse as a licence to operate</title><link>https://www.qoreinfra.com/insights/heat-reuse-good-neighbours/</link><guid>https://www.qoreinfra.com/insights/heat-reuse-good-neighbours/</guid><pubDate>Sun, 25 Oct 2026 08:00:00 +0000</pubDate><description>Regulation now expects data centre heat to be used, and municipalities increasingly expect a local benefit. How heat reuse moves from design feature to siting criterion.</description></item><item><title>Underwriting AI data centres through the cycle</title><link>https://www.qoreinfra.com/insights/ai-infrastructure-in-a-downturn/</link><guid>https://www.qoreinfra.com/insights/ai-infrastructure-in-a-downturn/</guid><pubDate>Sun, 25 Oct 2026 08:00:00 +0000</pubDate><description>If AI capital expenditure corrects, which facilities retain their value? Lessons from building three data centre platforms: diversified demand, scarce power, durable layers and disciplined commitments.</description></item></channel></rss>