## Core Thesis & Strategy - [[Navon Thesis]] - [[Market Intel - Navon]] - [[What do hyperscalers care about]] - [[Bitcoin Miners Insight]] - [[IREN Learnings]] - [[Navon Crypto]] - [[Navon Hyperscaler Site Brokerage Competitors]] - [[Kenya Telco Market x Navon Role]] ## Data Sovereignty & Security - [[Data Embassies]] x [[Navon Data Embassies]] - [[Navon Sovereign Vaults]] - [[Navon Security Offering]] - [[Security Testbed Deployment MOC]] ## Modular Infrastructure Design - [[Data Center MoC]] - [[Modular Data Center Design Principles]] - [[Mining Container]] - [[Broadband Tech Terms Explained]] ## Energy & Power - [[Natural Gas Flaring and Impact]] - [[Biomass Gassification]] - [[The case for Off Grid Solar]] - [[Peak Power Output]] - [[RMS]] - [[Single Line Diagram]] - [[Power Infrastructure]] ## Compute & Workload Architecture - [[Bare Metal]] - [[VMs]] - [[Docker Containers]] - [[MIGs]] - [[Clustering]] - [[Scheduling]] - [[OpenCL]] - [[VLSI]] ## Storage & Networking - [[Storage Solutions]] - [[NVMe Fabric]] - [[NIC - Network Interface Cards]] ## Hardware Foundations - [[Amax Hardware Set up]] - [[Racks]] - [[UPS Batteries]] --- ### Directional Arrows of Progress These represent the general evolution paths visible across data center infrastructure: **Power → Compute** `Utility Feed → Transformer → Switchgear → UPS → PDU → Rack → IT Load` Every watt must traverse this chain. Efficiency at each stage compounds. **Heat Generation → Heat Removal** `Air Cooling → Direct-to-Chip Liquid → Immersion → Two-Phase` As rack density increases, cooling must evolve from moving air to moving liquid to phase-change systems. **Physical Hardware → Abstracted Workloads** `VLSI → Bare Metal → VMs → Docker Containers → MIGs` Each layer adds flexibility and utilisation at the cost of some overhead. **Single Node → Cluster → Scheduled Fleet** `Single Server → Clustering → Scheduling → Orchestrated Fleet` Workloads evolve from running on one machine to being distributed, scheduled, and auto-scaled across many. **Centralised → Modular → Edge** `Hyperscale Campus → Prefab Modules → Edge Containers` Deployment models shift from massive builds to rapid, repeatable modular rollouts closer to demand. --- ### First Principles (from Infrastructure Patterns) 1. **Power is the constraint, not compute** — every site decision starts with available power capacity and the reliability of the power chain 2. **Heat is the byproduct of density** — higher compute density per rack demands proportionally more sophisticated cooling 3. **Redundancy determines uptime tier** — N+1 vs 2N in both power and cooling defines the reliability class of the facility 4. **Modularity trades capex for speed** — prefabricated modules cost more per unit but deploy in weeks instead of months 5. **Abstraction layers trade efficiency for flexibility** — bare metal is fastest but hardest to share; containers and MIGs enable multi-tenancy 6. **Network topology shapes workload capability** — storage fabric, compute fabric, and management networks must be designed together, not bolted on