DOKU INFRASTRUCTURE AI INFRASTRUCTURE TECHNICAL CREDIT RESEARCH PUBLIC SOURCE REGISTER Method version: 0.4 Research date: July 23, 2026 Access period: July 2026 unless otherwise noted Prepared by: Jorg Doku, Founder, Doku Infrastructure Page: https://www.dokuinfra.com/ai-infrastructure-risk EVIDENCE STANDARD This register supports the public market framing and the initial technical credit architecture. It prioritizes official, regulatory, rating-agency, engineering, standards, transaction, and established market-research sources. Commercial estimates are scenarios or ranges, not precise forecasts. Inclusion does not imply endorsement by the source, external validation of Doku, or permission to rely on a source beyond its own terms. MARKET SCALE, FINANCING, AND TRANSACTIONS 01. McKinsey - The cost of compute: A $7 trillion race to scale data centers https://www.mckinsey.com/industries/technology-media-and-telecommunications/our-insights/the-cost-of-compute-a-7-trillion-race-to-scale-data-centers 02. McKinsey - Technology, Media and Telecommunications insights https://www.mckinsey.com/industries/technology-media-and-telecommunications/our-insights 03. Morgan Stanley - Data centers and the financing gap https://www.morganstanley.com/insights/articles/data-center-financing-ai-demand 04. S&P Market Intelligence - Banks meeting data-center demand with credit facilities and bonds https://www.spglobal.com/market-intelligence/en/news-insights/research/2026/02/banks-meeting-data-center-demand-with-billions-in-credit-facilities-bonds 05. S&P Global Ratings - Digital infrastructure https://www.spglobal.com/ratings/en/research/digital-infrastructure 06. S&P Global Ratings - Infrastructure and utilities https://www.spglobal.com/ratings/en/research/sectors/infrastructure 07. S&P Global Ratings - Project finance infrastructure https://www.spglobal.com/ratings/en/research/private-markets/project-finance-infrastructure 08. Moody's - Credit risk insights for global data centers https://www.moodys.com/web/en/us/insights/credit-risk/data-centers.html 09. Moody's - Data centers: managing risk amid a market boom https://www.moodys.com/web/en/us/creditview/blog/data-centers-managing-risk-amid-a-market-boom.html 10. Fitch - AI, data center and digital infrastructure https://www.fitchratings.com/topics/data-center-and-digital-infrastructure 11. Fitch - Infrastructure and project finance criteria https://www.fitchratings.com/criteria/infrastructure-project-finance 12. KBRA - Data center leases and issuance https://www.kbra.com/publications/fCwRdVxR 13. KBRA - ABS and CMBS comparison https://www.kbra.com/publications/wtXJZSZt 14. KBRA - RD Michigan $14B financing https://www.kbra.com/publications/YgLjqCFD 15. EY - Data center financing https://www.ey.com/en_us/data-centers/data-center-financing 16. Skadden - Hyperscaler data-center financing considerations https://www.skadden.com/insights/publications/2025/09/insights-september-2025/corporate/hyperscaler-data-centers 17. Akin - Data centers and digital infrastructure finance https://www.akingump.com/en/sectors/real-estate/data-centers-and-digital-infrastructure 18. Clifford Chance - Data center financing structures https://www.cliffordchance.com/insights/resources/blogs/talking-tech/en/articles/2025/05/data-centre-financing.html 19. Cahill - Digital infrastructure finance matters https://www.cahill.com/practices/transactional-digital-infrastructure-data-center-finance CONSTRUCTION COSTS, POWER, AND UTILITIES 20. JLL - 2026 Global Data Center Market Outlook https://www.jll.com/en-us/insights/market-outlook/data-center-outlook 21. Turner & Townsend - Data Centre Construction Cost Index 2025-2026 https://www.turnerandtownsend.com/insights/data-centre-construction-cost-index-2025-2026/ 22. U.S. EIA - Electricity prices and factors https://www.eia.gov/energyexplained/electricity/prices-and-factors-affecting-prices.php 23. U.S. EIA - Electricity data https://www.eia.gov/electricity/data.php 24. U.S. EIA - Electric Power Monthly https://www.eia.gov/electricity/monthly/ 25. U.S. EIA - Virginia commercial electricity growth https://www.eia.gov/todayinenergy/detail.php?id=67664 26. SEPA - DELTa large-load tariff database https://sepapower.org/large-load-tariffs-database/ 27. CoBank - State of large-load rate design https://www.cobank.com/knowledge-exchange/the-state-of-large-load-rate-design-insights-from-the-delta-database 28. Edison Electric Institute - Large Load Projects and Tariffs https://www.eei.org/-/media/Project/EEI/Documents/Issues%20and%20Policy/List%20of%20Large%20Customer%20Projects%20and%20Tariffs 29. E3 - Large Load Tariff Whitepaper https://www.ethree.com/wp-content/uploads/2026/05/E3_Large-Load-Tariff-Whitepaper-1.pdf 30. PJM - Official filings and large-load materials https://www.pjm.com/ 31. FERC - Electric and transmission proceedings https://www.ferc.gov/ 32. IEEFA - PJM capacity price analysis https://ieefa.org/resources/projected-data-center-growth-spurs-pjm-capacity-prices-factor-10 ENGINEERING, DILIGENCE, AND PROJECT MONITORING 33. Haskoning - Technical due diligence for data centers https://www.haskoning.com/en/services/technical-due-diligence-for-data-centres 34. DNV - Due diligence https://www.dnv.com/services/due-diligence-2557/ 35. DNV - Operational monitoring for lenders https://www.dnv.com/services/operational-monitoring-for-renewables-3958/ 36. DNV - Technical and commercial due diligence https://www.dnv.com/services/technical-and-commercial-due-diligence-of-renewable-projects-2595/ 37. WSP - Investment and transaction advisory https://www.wsp.com/en-gl/services/investment-and-transaction-advisory 38. Arup - Transaction advisory https://www.arup.com/services/advisory-services/transaction-advice/ 39. Aurecon - Data centers https://www.aurecongroup.com/markets/data-centres 40. Jacobs - Data center services https://www.jacobs.com/markets/data-centers 41. Ramboll - Data centers https://www.ramboll.com/ 42. Stantec - Data centers https://www.stantec.com/en/markets/data-centers 43. Tetra Tech - Data centers https://www.tetratech.com/en/markets/high-performance-buildings/data-centers 44. Cushman & Wakefield - Data-center valuation and advisory https://www.cushmanwakefield.com/en/united-states/services/valuation-data-center 45. Cushman & Wakefield - Data-center services https://www.cushmanwakefield.com/en/united-states/industries/data-centers 46. JLL - Data centers https://www.jll.com/en-us/industries/data-centers 47. CBRE - Debt and structured finance https://www.cbre.com/services/invest-finance-and-value/capital-markets/debt-and-structured-finance 48. Colliers - Data centers https://www.colliers.com/en/services/data-centers 49. BDO - Data-center investment due-diligence checklist https://www.bdo.com/insights/industries/private-equity/data-center-investment-due-diligence-a-checklist 50. Deloitte - Data Center Solutions https://www.deloitte.com/us/en/services/consulting/services/data-center-solutions.html 51. Deloitte - AI infrastructure survey https://www.deloitte.com/us/en/insights/topics/technology-management/ai-infrastructure-survey.html 52. EY - Data-center development and stabilized asset cycle https://www.ey.com/en_us/data-centers/data-center-development-the-stabilized-asset-cycle 53. EY - Utilities and data-center demand https://www.ey.com/en_us/data-centers/data-center-demand-utilities-can-capture-long-term-value 54. KPMG - Data center operators enter their industrial engineering era https://kpmg.com/kpmg-us/content/dam/kpmg/pdf/2026/data-center-operators-enter-their-industrial-engineering-era.pdf STANDARDS AND ASSURANCE 55. Uptime Institute - Tier Classification System https://uptimeinstitute.com/tiers 56. Uptime Institute - Tier Certification https://uptimeinstitute.com/tier-certification 57. Uptime Institute - Operational Sustainability https://uptimeinstitute.com/tier-certification/operations 58. TIA - TIA-942 Certification https://tiaonline.org/products-and-services/tia942certification/ 59. TIA - ANSI/TIA-942 Standard https://tiaonline.org/products-and-services/tia942certification/ansi-tia-942-standard/ 60. ISO - ISO/IEC 22237-1 https://www.iso.org/standard/78550.html 61. ISO - ISO/IEC 22237-3 power distribution https://www.iso.org/standard/78551.html 62. ISO - ISO/IEC 22237-6 physical security https://www.iso.org/standard/82250.html 63. ASHRAE - Data-center resources https://www.ashrae.org/technical-resources/bookstore/datacom-series 64. ASHRAE - Energy and thermal efficiency https://www.ashrae.org/technical-resources/ai-data-center-framework/energy-and-thermal-efficiency 65. The Green Grid https://www.thegreengrid.org/ MARKET DATA AND SOFTWARE 66. DC Byte https://www.dcbyte.com/us/ 67. datacenterHawk https://www.datacenterhawk.com/ 68. Structure Research https://www.structureresearch.net/ 69. Synergy Research Group - Data Center Infrastructure https://www.srgresearch.com/research/data-center-infrastructure 70. Nlyte https://nlyte.com/ 71. Sunbird - What is DCIM https://www.sunbirddcim.com/what-dcim 72. EkkoSense https://www.ekkosense.com/ 73. Schneider Electric - EcoStruxure IT https://www.se.com/us/en/work/solutions/system/s1/data-center-and-network-systems/ 74. Vertiv https://www.vertiv.com/ 75. Cadence - Reality Digital Twin https://www.cadence.com/en_US/home/tools/system-analysis/computational-fluid-dynamics/reality-digital-twin.html 76. ETAP https://etap.com/ GPU FINANCE, COLLATERAL, AND AI INFRASTRUCTURE RISK 77. USD.AI - How GPU loans work https://usd.ai/insights/how-gpu-loans-work 78. USD.AI - Underwriting and risk management https://usd.ai/insights/usdai-underwriting-and-risk-management 79. USD.AI - Seven-day GPU financing https://usd.ai/insights/how-to-finance-gpu-cluster-7-days-usd-ai 80. Aravolta - Lender solutions https://www.aravolta.com/lenders 81. Aravolta - USD.AI case study https://www.aravolta.com/case-studies/usdai-case-study 82. S&P Global Ratings - AI infrastructure buildout credit risks and rewards https://www.spglobal.com/ratings/en/regulatory/article/ai-infrastructure-buildout-weighs-credit-risks-and-rewards-s101666157 83. Bessemer Venture Partners - Roadmap: The AI data center stack https://www.bvp.com/atlas/roadmap-the-ai-data-center-stack INSURANCE AND REGULATION 84. Morgan Lewis - AI data-center insurance coverage considerations https://www.morganlewis.com/pubs/2025/08/the-ai-data-center-boom-key-insurance-coverage-considerations-for-complex-risks 85. Covington - Data centers: emerging risks and insurance https://www.cov.com/en/news-and-insights/insights/2025/10/data-centers-emerging-risks-and-insurance-coverage-considerations 86. AM Best / Captive.com - Data-center insurance challenges https://www.captive.com/news/data-center-growth-creates-new-insurance-challenges-and-opportunities 87. OCC - Interagency guidance on third-party risk https://www.occ.gov/news-issuances/bulletins/2023/bulletin-2023-17.html 88. FDIC - Third-party relationships guidance https://www.fdic.gov/news/financial-institution-letters/2023/fil23029.html 89. Federal Reserve - Third-party risk management guide https://www.federalreserve.gov/publications/2024-may-third-party-risk-management.htm 90. ESMA - Credit Rating Agencies https://www.esma.europa.eu/esmas-activities/investors-and-issuers/credit-rating-agencies PRIMARY MARKET-SIGNAL DOCUMENT 91. Morgan Stanley - Bridging the data center financing gap https://www.morganstanley.com/content/dam/msdotcom/en/assets/pdfs/Research_Bridging-Data-Center-Gap.pdf PUBLIC FINANCING DOCUMENTS AND ADDITIONAL STANDARDS 92. U.S. SEC - CoreWeave credit agreement, Exhibit 10.1, March 30, 2026 https://www.sec.gov/Archives/edgar/data/1769628/000176962826000129/ex1011.htm 93. U.S. SEC - IREN financing agreements disclosure, Form 8-K, May 29, 2026 https://www.sec.gov/Archives/edgar/data/1878848/000114036126023427/ef20075181_8k.htm 94. NIST - Cybersecurity Framework 2.0 https://www.nist.gov/publications/nist-cybersecurity-framework-csf-20 95. IEEE Standards Association - IEEE 802.3 Ethernet standard https://standards.ieee.org/ieee/802.3/7071/ 96. NFPA - NFPA 75, Standard for the Fire Protection of Information Technology Equipment https://link.nfpa.org/all-publications/75/2020 LIMITATIONS AND CORRECTIONS This register is not exhaustive of all relevant engineering, legal, insurance, utility, rating, or transaction sources. Links may move or become restricted. The selected sources do not validate Doku's methodology. Doku welcomes corrections, replacement links, and primary evidence at jorg@dokuinfra.com.