Mark Kvamme

Most deals don't fail at the table. They fail in the data room. If you're running M&A due diligence or a fundraising round, the platform at https://vdr.ai was built specifically for the pressure those processes create. Investors and acquirers move fast. They request hundreds of documents. They need instant access, version control, and a clear audit trail showing who viewed what and when. A generic file-sharing tool doesn't cut it when the stakes are this high. VDR.ai uses AI to organize and index documents automatically, so your team spends less time filing and more time closing. Deals that used to take weeks of back-and-forth can move in days. Security is where most platforms cut corners. The https://lnkd.in/gcVYs6ne page lays out exactly how VDR.ai protects sensitive documents, covering enterprise-grade encryption, granular access controls, and permission settings that let you decide precisely who sees what and for how long. That level of transparency matters when you're sharing cap tables, financial models, or IP documentation with outside parties. Some context on why this is worth paying attention to: global M&A volume exceeded $3 trillion in 2023, and the majority of those deals involved a virtual data room at some stage. The quality of that room shapes how buyers perceive your organization. A disorganized data room signals a disorganized business. If you've been through a deal process recently, what was the biggest friction point in managing documents and access for your counterparty? #MergersAndAcquisitions #DueDiligence #VirtualDataRoom #DealManagement #DocumentSecurity #MAtech

The Google and NextEra partnership makes perfect sense. For years, the model has been: 1. Find a site. 2. Ask the utility for power. 3. Wait for them to deliver or build it. 4. Complain when they're late and over budget. That model is broken. Utilities can't keep up. (and it's not their fault... "keeping up" with demand is an impossible task in this case). This partnership flips the script. Google isn't asking for power. They're bringing their own. They're partnering with the largest renewable energy developer in the country to co-develop entire campuses. Land. Power generation. Interconnection. All bundled together. This is vertical integration. It's Google taking control of their own destiny. And it solves the biggest problem in the industry right now: ...Who pays for the infrastructure? NextEra's CEO said it himself: hyperscalers need to "bring and pay for their own power generation." That's exactly what this deal does. It's faster. It's more certain. And it doesn't stick ratepayers with the bill. This isn't just another PPA. This is the new model for the future of data center development. My question is... Will this just be a behind the meter design? Or will they connect their power generation to the grid? Comment below!

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George Rockett, you are a soul brother of mine. George Rockett Peter Gross, PE Dean Nelson Christian Belady Joseph Kava Alex Veytsel Twenty five years pricing contracts on the buyer side has left me professionally suspicious of everyone. Twenty five years of men in good suits quoting uptime figures that would embarrass a weather forecaster. My default setting: show me the receipts. George has receipts · George invented the filing cabinet. What everyone who arrived after 2015 missed: there was no industry. Just engineers in windowless buildings, each convinced he was the only person alive who cared about chilled water. Their own mothers thought they worked in IT. George found them. One at a time. Not to sell them anything ⋯ out of pure curiosity, which is the one thing you cannot fake for thirty years. He never sold data center space. He built the community that came to fill it. ↝ Publishing by 1998. Vocabulary, then rooms, then arguments. Events by 2002, and that was the unlock. Not another ballroom with cold chicken and a lanyard that strangles you by hour three ⟶ a room where the engineer, the utility guy, the developer, the CFO and the investor finally had to look each other in the face. He saw two decades early that the walls were the problem. Some leaders choose distance. Michael Jackson mystical, floating behind glass. George went the other way. Present. Accessible. Human. The Taylor Swift model: everyone believes they are his close personal friend, and the maddening part is they are all correct. ◆ Do not mistake the warmth for softness. Not just the most thoughtful person in this industry. The hardest thinking person in it. Power, silicon, capital, policy, land, water, snarled like fishing line at the bottom of a boat, and George sits with it until it comes apart into something usable. Somebody had to argue this sector into consequence. George was holding the loom. Then the thing almost nobody bothers with. Training the next generation. Ethics and stewardship in the same syllabus as cooling design. He refused to let this become a business that only knows how to count. Then 2023. The exact age a reasonable man takes the board seat and works on his short game. He started over instead. Yotta. And this week Bowmark took a majority of InfraXmedia, the house he built, now carrying DCD, Yotta, Data Center Nation, SDxCentral. Magazine nobody asked for to a platform private equity paid up for. Not luck. Twenty eight years of compounding. I have been wrong about timing my whole career and right about most everything else. So take this as a professional assessment: George is not evolving. He is unlocking new characters. https://lnkd.in/edMDz8pf

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This WSJ story on Recursive Intelligence is another signal that we’ll keep seeing “new chip startup remakes the industry” narratives as AI demand explodes. Makora (fka Mako) is playing a different game: we do not need to wait 5 to 7 years for a new silicon cycle to make AI more efficient, because most companies will never train frontier models but they will drown in inference costs. Unlocking efficiency on the GPUs already deployed makes AI cheaper now and turns on use cases that were uneconomical at today’s prices. https://lnkd.in/defHEtM6

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