Storm Group

Next-Generation Data Centre Infrastructure.

[Storm Group @StormGroupInc]

The bottleneck isn’t capital. It’s power.

New data-centre sites in Europe wait years for grid capacity. But existing industrial sites already have the connections. Discover how reusing Europe’s industrial past accelerates the digital future.

Read our full article: https://t.co/6H6fsiQlys

Reach out to learn more!

[Cypher Capital @cypher_capital]

Our leaders are sharing their perspectives at @SuperReturn Middle East 2026.

As global private markets gather in Dubai this week, Arash Saidi (CEO, Cypher Capital), Kim Wong (CIO, Cypher Capital) and Reza Nedjatian (CEO, @StormGroupInc Group) will be part of the conversations.

13–15 October | The Ritz-Carlton, DIFC, Dubai

In Dubai for SuperReturn? Find us between sessions. We’d welcome the conversation.

#SuperReturn #PrivateMarkets #Dubai

[Storm Group @StormGroupInc]

Storm Group is heading to Capacity Europe 2026.

Our Managing Director, David Walter, will be attending from 13–15 October, connecting with industry leaders across digital infrastructure, connectivity and AI data centres.

If you're attending, get in touch - we would be glad to connect and exchange perspectives during the event.

[Storm Group @StormGroupInc]

Decades of industrial change have left Europe with closed steel works, paper mills and chemical plants that still hold grid connections sized for loads that no longer exist.

That infrastructure - the land, the power, the grid position - doesn't disappear. It becomes the fastest path to new data-centre capacity.

This is where our platform with @cypher_capital starts.
Read more: https://t.co/6H6fsiQlys

[Storm Group @StormGroupInc]

Storm Group is heading to Frankfurt.

Our Managing Director, David Walter, will be attending Future Grid & AI Data Centres Europe 2026, joining conversations around the power, infrastructure and investment shaping Europe’s next generation of AI data centres.

📍 Frankfurt | 28–29 September

Attending too? We would be glad to connect and exchange perspectives during the event.

[Storm Group @StormGroupInc]

Read the full article here: https://t.co/LVk9xSHJFc

[Storm Group @StormGroupInc]

AI may be borderless. Its infrastructure never will be.

A model can serve users anywhere in the world, but the infrastructure behind it still depends on local grids, utilities, planning regimes and execution on the ground.

That creates an interesting paradox: the more global AI becomes, the more important local infrastructure expertise becomes.

For investors, that may change where and how the value is created across the AI ecosystem.

Our latest perspective looks beneath the AI boom at the physical infrastructure making it possible.

[Storm Group @StormGroupInc]

Read the full perspective in our August newsletter, published in partnership with Storm Group: https://t.co/6ZghiUfDl4

[Storm Group @StormGroupInc]

A data centre site can look valuable long before it is actually viable.

In AI infrastructure, the real value is created by removing uncertainty: securing grid capacity, navigating planning, and converting land into infrastructure that can actually be energised.

That distinction is becoming increasingly important as AI demand runs ahead of available power.

Because in the next phase of the AI buildout, the scarce asset may not be land or compute. It may be certainty of execution.

[Storm Group @StormGroupInc]

Read the full piece: https://t.co/6ZghiUfDl4

[Storm Group @StormGroupInc]

The AI infrastructure race is entering a new phase.

GPUs may dominate the headlines. But on the ground, the harder challenge is securing the power, grid access and permits required to put them to work.

At Storm, this is where we see the real infrastructure bottleneck and where years of execution can determine which projects get built and which remain in the queue.

Our latest perspective: The Bottleneck Isn’t the Chips. It’s the Megawatts.

[Storm Group @StormGroupInc]

Check it out now - https://t.co/d79BV8gn6f

[Storm Group @StormGroupInc]

The biggest AI infrastructure bottleneck may not be inside the data centre. It may be at the fence.

Securing GPUs is one challenge. Securing the grid capacity, permits and energisation needed to actually run them is another.

In our latest piece, our CEO Reza Nedjatian draws on more than 15 years of infrastructure experience to examine what it takes to turn land into a powered, permitted and build-ready site - and why that process can create value long before a data centre becomes operational.

At Storm, this is what we focus on.

Read the full piece below!!

[Storm Group @StormGroupInc]

Reza Nedjatian is an energy and digital infrastructure executive with more than 15 years of experience developing, financing, and delivering large-scale power, grid, and data centre projects across the Middle East and North America. Over his career, he has led the end-to-end execution of more than 500 MW of energy and digital infrastructure, spanning substations, transmission networks, power purchase agreements, and turnkey facilities.

Known for turning complex developments into operational assets, Reza has built and led multidisciplinary engineering, construction, and operations teams responsible for taking projects from greenfield development through commissioning and energisation.

Most recently, he led global mining operations for an Abu Dhabi-listed Bitcoin mining company, overseeing international energy infrastructure and digital asset operations. He holds a Bachelor of Science in Electrical Engineering from the American University in Dubai.

[Storm Group @StormGroupInc]

The opportunity isn’t in forecasting where Europe is going.

It’s in financing what it takes to get there.
Built for what Europe needs next.

[Storm Group @StormGroupInc]

Europe’s AI ambitions are accelerating. Its energy infrastructure isn’t.

As data centre demand surges, the real bottleneck is no longer innovation - it’s power, permitting, and grid access.

Policy is moving. Capital needs to move faster.

[Storm Group @StormGroupInc]

US built the training layer. Rest will build the inference layer.

AI infrastructure is shifting - from centralized training to distributed inference and it’s already reshaping where capital flows.

From our Founder @alizadeh_bijan

Read the full piece: https://t.co/Q3uCOZ7192

[Storm Group @StormGroupInc]

Gold: 53 all-time highs in 2025.
Bitcoin: down 47% from its peak.
Cypher Capital's latest unpacks what that divergence really means.

[Cypher Capital @cypher_capital]

Gold is in a structural bull market. Bitcoin is undergoing a cyclical repricing.
Our latest research examines where capital is actually flowing — and where the next hard-asset alpha may emerge.
Read the full article: https://t.co/04i6JkYnsk

#DigitalAssets #Crypto #GOLD #Bitcoin