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Research & Strategy
In-depth analysis on AI datacenters, alternative investment and AI-native architecture. Thought leadership by the Finxia Capital team.
Brown-to-Green Datacenters: Why Existing Assets Will Beat Greenfields in Europe
Existing, poorly optimized datacenters offer superior returns over greenfields in Europe. Why brown-to-green is the decade's investment thesis.
AI Datacenters: The Energy Blind Spot of European Strategy
AI is exploding datacenter electricity demand. Can Europe align AI ambitions with grid constraints? Data-driven analysis and FINXIA strategy.
Lidl, STACKIT and European Sovereign Cloud: Sovereignty is Built in Concrete
STACKIT and Lidl make headlines for European sovereign cloud. But real sovereignty is fought in megawatts, grid and energy efficiency.
EED Directive, Trade Secret and PUE: What Europe Won't Look at on its Datacenters
EED Article 12 imposes annual reporting on EU datacenters. But transparency remains partial. What this changes for investors and assets.
PINM Law: What the Major National Interest Project Status Changes for B2G Datacenters
On April 14, 2026, the National Assembly adopts the PINM law. Analysis of the brown-to-green structural advantage for European datacenters.
TITAN DC AI: Transforming European Legacy Datacenters
FINXIA Capital's investment strategy dedicated to acquiring and transforming European legacy datacenters into high-efficiency AI platforms.
EED Article 12: Complete Guide for Mandatory Declaration before May 15, 2026
May 15, 2026 is the first mandatory declaration deadline imposed by EED Article 12. Complete guide for datacenter operators.
PUE Optimization in European Datacenters: 2026 Guide
PUE has become the most scrutinized performance indicator in the datacenter industry. Complete optimization and IPMVP certification guide.
Luxembourg SCSp vs RAIF: Which Vehicle for Alternative Assets?
FINXIA Capital is structured as a Luxembourg SCSp, not a RAIF. This distinction reflects specific strategic choices in governance.
AI's Next Energy Crisis is Playing Out in European Datacenters
Artificial intelligence has a problem no one wants to face: it consumes an amount of energy that existing infrastructure cannot absorb.
Managing an Alternative Fund with 18 AI Agents: What Really Changes
Alternative asset management has a latency problem. Between signal and decision, weeks pass. AI-native architecture changes the game.
European Datacenters: Why 2026 is the Year Late Investors Will Pay the Price
Two years ago, an investor looking at European datacenters saw a niche market. Today, they see one of Europe's most contested markets.
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