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Company analysis, market theses, architecture explanations, and operating essays from Seabase.

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Topics

  • Geography: Essays on coastal demand, latency, regional placement, and why AI infrastructure geography still matters.
  • Infrastructure: Essays on modular subsea platforms, floating versus seabed architectures, and ocean compute systems.
  • Cooling: Essays on seawater heat rejection, thermal design choices, and community cooling footprint for AI infrastructure.
  • AI Inference: Essays on inference latency, persistent regional capacity, and placing AI workloads near demand.
  • Energy: Essays on firm power, generation flexibility, regional energy systems, and demand-first siting.
  • Environmental: Essays on environmental accountability, monitoring, and reducing the community footprint of AI capacity.