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Explained

See how the system works

Explained pieces teach one mechanism: the bottleneck, the buyer, and the cash-flow path. The Wire flags the move; Explained keeps the durable picture.

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Map header for neocloud article — rented GPUs in the AI stack

Explained

Neocloud, Explained: Who Rents GPUs When AI Demand Spikes

A neocloud is a specialist cloud that leases GPU clusters for AI work. What it is, how it earns, and why utilisation decides everything.

By Sean 12 Sep 2026
Liquid cooling map header — Second Order by TKN

Explained

Liquid Cooling Explained: Why the AI Rack Is a Plumbing Problem

AI rack density is pushing data centres past air cooling. Cold plates, immersion, the CDU gate, and why cooling can cap live GPUs.

By Sean 11 Sep 2026
The Layers of the AI Trade header — Second Order by TKN

Explained

The Layers of the AI Trade

How AI infrastructure layers turn chip demand into second-order opportunities across power, cooling, networks and capital for global investors.

By Sean 11 Sep 2026
Second Order by TKN
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