The analyst toolkit for the AI infrastructure buildout.
Close to $3 trillion is being deployed into AI infrastructure through 2028, and the value will not accrue evenly. Dimetrics is built for working out where it does: underwrite every disclosed lease and the debt behind it, screen the group's dispersion for the alpha, and stay ahead of what stalls development, from county moratoriums to the tax-base case for every project. Every figure cited to the filing it came from.
Compute is a burgeoning investable asset class, and the market around it moves fast: new operators, new leases, and new financing structures land every month, with the economics scattered across hundreds of filings. Dimetrics makes the activity legible. You cannot underwrite what you cannot see.
Every figure, extracted from the source documents.
Underwrite. Find the alpha. Stay ahead of the risk.
The work that used to mean forty 8-Ks a quarter, structured.
A signed lease with a creditworthy counterparty is not a press release about future plans. Dimetrics is built on that distinction: verified rows carry the filing’s verbatim quote; reported rows say so.
See the datasets →- Lease comps: $/kW-month, term, escalators, NOI margin, tenant credit
- GPUaaS offtake: TCV, critical-IT MW, implied $/GPU-hour, RPO coverage
- Debt-per-lease: the instrument financing each deal, from the indenture
- The exit-cap lease calculator with disclosed-deal pre-fill
The buildout is not a rising tide, and the dispersion is the point: the group trades from low single digits to north of ten times energized power.
See the screens →- MCap per MW across the group
- Energized against pipeline; delivery against leased
- The miner-to-HPC conversion tape
- GPU spot dispersion and the forward curve
- 13F positioning of the funds already in these names
Development risk is political before it is financial. A county that turns hostile stalls megawatts the model already counted, and the tax base a project funds is the other side of the same ledger.
Open the map →- The live map: 655 moratorium and restriction actions across 48 states
- County political-risk scoring and per-operator exposure
- Permit tracking from county and state filings
- The tax-impact case: what each project funds, county by county
Coverage is free.
The screens a desk keeps open all day, free forever, no card.
- Live quotes and 17 sub-index composites across the AI-compute stack
- Universe coverage: every basket with constituents and correlations
- Company pages with price and fundamentals charts from audited filings
- Fund tracking: quarterly 13F positioning in these names
- Watchlist, portfolio tracking, market news, earnings calendar
Free accounts also get fund tracking: quarterly 13F positioning for Point72 Asset Management, Coatue Management, Situational Awareness LP, Whale Rock Capital, Altimeter Capital, Atreides Management, Duquesne Family Office, Valiant Capital Management, L.P. in these names, with long/put/call decomposition.
Live counts. Every figure resolves to an EDGAR citation or primary public record.
Two tiers. Published prices.
Generalist terminals run $12,000 to $32,000 a seat and carry none of this: no debt-per-lease, no critical-IT capacity, no moratorium data. Dimetrics covers one sector, completely, and publishes its prices.
- Live terminal: quotes, correlations, watchlist and portfolio
- Universe coverage: all 17 baskets with live composite returns
- Company pages with price and fundamentals charts
- Fund tracking: 13F positioning for the funds in these names
- Token Foundry inference cost calculator
- Miner-to-HPC conversion dashboard: leases, MCap/MW, capacity bridge
- GPU compute index: 38 providers, spot rates, forward curve, ClusterMAX
- Colocation lease and GPUaaS offtake comps, every figure EDGAR-cited
- Site-level capacity, debt-per-lease linkage, full capital structure
- Moratorium and political-risk analysis with county PRS scoring
Buying for a desk? We'll set up a trial on your names: sales@dimetrics.ai
Built for the desk.
The dataset under a fund's pipeline and an individual account's watchlist is the same dataset. One seat, one published price, no sales process.
Built by an analyst who covered these names: for the desk that trades them
Through Second Gate Advisory, advised Bitdeer, Compass Mining, and Sphere 3D. Speaker at The Bitcoin Conference, the MIT Bitcoin Expo, and the Nashville Bitcoin Mining & Energy Summit.
The open surfaces.
No account required.