Ezassi · Technology research services
Research that ends in a decision.
Bring us the question your team keeps deferring because nobody has time to answer it properly. We scope it, search it against 360M+ primary-source records, and put a senior analyst in front of the evidence. You get a presentation-ready report and a live readout with the person who did the work — not a folder of search results.
Research services
Five reports, scoped to the decision in front of you
Different questions need different work. Pick the one that matches the decision — or tell us the question and we'll tell you which it is.
Trend Research Report
"What is actually moving in this domain, and how fast?" Maps the technology and market forces shaping a defined domain over the next three to five years, from patents, startups, academic work and market shifts.
Technology Scouting Report
"Who can solve this, and are they real?" Qualified solution providers, startups, patents and experts matched to a defined challenge — screened by an analyst before they reach you.
White Space Analysis
"Where is nobody playing that we could own?" Unmet needs, low-competition areas and the highest-growth openings in a landscape — read against what your organization can actually build.
Technology Landscape Report
"Show me the whole domain before we commit." A 360-degree view of the competitive, scientific and commercial forces in a technology domain: market structure, patent activity, players and investment flows.
Horizon Scan Report
"What arrives before we're ready for it?" A forward look across the next decade at early-stage technologies and disruption forces — the question your team will be asking in five years, answered now.
How an engagement runs
We agree the research question, the technology domain, the geography and the competitive frame before any searching starts.
The question is run across 360M+ continuously updated primary sources — not secondary summaries of somebody else's reading.
A senior analyst weighs the evidence, resolves the conflicts, and decides what it means. AI covers the ground; the analyst makes the call.
A presentation-ready report, delivered in a working session with the analyst who wrote it, with time for the questions it raises.
Weekly check-ins while the work runs, so you can change direction when the evidence points somewhere better than the original brief. Recommendations are scored and linked to the evidence behind them, and the method is reusable next cycle. Your topic and your findings stay confidential.
Not sure which report you need?
Tell us the decision and the date it has to be made by. That usually settles it in one conversation.
Ezassi Signals · Sample library
When the question doesn't stop being a question.
A report answers a question once. Some questions have to be re-asked every cycle — a competitor you can't take your eyes off, a regulation still being written, a technology that keeps changing shape. Name it, and every cycle we tell you what moved, how sure we are, and what to do about it. Below are nine real signals from our September 2026 cycle, each with the full run behind it.
Cooling, heat and refrigerants
Where the thermal market is being repriced
Liquid cooling, heat reuse mandates and refrigerant rules are all moving at once — and they decide what equipment can be sold, and when.
Data Center Waste-Heat Reuse
7 signals · CommercialFeatured signal
In several operating projects, data center waste heat now covers 40% to more than 80% of a city’s district heating demand: a primary supply, not a marginal one.
What to do: track data center heat as a share of each city’s district heating demand. Above 20%, the utility depends on the data center as much as the reverse.
Also in the set: Finland’s project cluster, who carries the capital risk, and the EU and German mandates behind it.
EU F-gas Regulation
5 signals · RegulatoryFeatured signal
The January 2027 bans on F-gas chillers and self-contained heat pumps are on schedule, and the only 2026 exemption is narrow: chillers for semiconductor manufacturing.
What to do: map in-scope chillers and heat pumps against the 2027 thresholds now, and start replacement or exemption paperwork for any unit that can’t be swapped in time.
Also in the set: the tighter 2027–2029 quota with prices still flat, and the PFAS restriction sitting behind it.
US HFC Technology Transitions
6 signals · RegulatoryFeatured signal
EPA’s May 2026 rule splits the US HFC transition into at least four timelines. Data center and IT cooling stays at 700 GWP from January 1, 2027.
What to do: map equipment against EPA’s subsector table now, and confirm each threshold against the Federal Register text rather than a summary.
Also in the set: the litigation that could undo it, and the state rules running in parallel.
Immersion Cooling for Data Centers
5 signals · CommercialFeatured signal
Incumbents are buying into liquid cooling (LITEON’s $176 million stake in DCX, Blackstone’s purchase of Flow Control Holdings), but neither deal targets immersion.
What to watch: whether DCX’s next products are cold plates or tanks. It shows which architecture the new capital is backing.
Also in the set: direct-to-chip’s share, the broken two-phase fluid supply chain, and the missing GPU warranty.
Phaidra · Autonomous Cooling Control
6 signals · StartupFeatured signal
NVIDIA joined Phaidra’s Series B and named its integration in the Vera Rubin reference design: the strongest strategic validation in the company’s financing history.
What to watch: a deeper NVIDIA tie to a CDU maker or a rival controls vendor would change what this relationship means.
Also in the set: the software layer now choosing setpoints in production data halls, and the incumbents building their own controls.
Power and the rack
Where the next architecture is being written
Specifications and reference designs decide which components are in — usually a year before anyone raises a purchase order.
Data Center Power Path
6 signals · CommercialFeatured signal
NVIDIA’s first production 800 VDC design keeps the existing AC facility and converts at a sidecar, so early AI racks ship on the AC path, not a rebuilt DC backbone.
What to do: plan near-term supply around MV transformers and AC switchgear, and watch for the first facility that rebuilds upstream for native DC.
Also in the set: the missing 800 VDC arc-flash standard, transformer lead times, and the interconnection queues behind every build date.
AI Rack and Server Specification
7 signals · CommercialFeatured signal
NVIDIA’s Vera Rubin NVL72 reference design replaces cable assemblies with a PCB midplane, locking that component class out at the design stage.
What to do: check each cable-assembly line against the midplane design, and watch for NVIDIA contributing it to the Open Compute Project.
Also in the set: the specification clock, the named partner rosters, and the protection devices still unqualified.
Supply, materials and storage
Where the constraint actually sits
Lead times, trade rules and battery chemistry set what can be built, where it can be built, and what goes inside it.
Hardware Capacity & Trade Rules
7 signals · CommercialFeatured signal
Lead times for switchgear, transformers, CDUs and heat exchangers remain at crisis levels and are getting worse, so new US capacity is chasing real scarcity.
What to do: track lead times monthly. The first sustained shortening is the early sign of oversupply.
Also in the set: which capacity has moved past announcement, and the tariffs and content rules steering where the work lands.
Sodium-Ion Batteries
7 signals · CommercialFeatured signal
China taxes lithium-ion batteries at 2% from September 2026 (4% from 2027) and exempts sodium-ion through 2028: a real cost edge, but time-limited and conditional on standards.
What to watch: which sodium-ion cells qualify under the Chinese standards that gate the exemption.
Also in the set: cell production, the North American supply gap, and the missing UPS safety listing.
Which sheet is for you
Who each signal is written for
Every signal is built around a decision somebody has to make. Find the description that sounds like your business.
- Waste-heat reuse — pump, valve, piping and heat-exchanger makers selling into district heating and industrial heat recovery.
- EU F-gas — compressor, chiller and heat-pump makers with European sales, and the fluorochemical suppliers behind them.
- US HFC rules — the same equipment makers selling into the US, plus anyone planning a compressor or refrigeration platform against a compliance date.
- Immersion cooling — fan, air-handling and filtration suppliers whose volume depends on how fast racks go liquid.
- Autonomous cooling control — makers of valves, actuators, sensors and cooling distribution units, where control software decides what the hardware does.
- Power path — switchgear, circuit protection, connectors, power semiconductors and transmission equipment suppliers selling into data centers.
- AI rack specification — connector, component, distribution and design-tool suppliers who need to know they are still in the reference design.
- Hardware capacity & trade rules — distributors, fabricators, machine-tool builders and contract manufacturers reading demand, lead times and tariffs.
- Sodium-ion batteries — battery makers and anyone selling stored energy into UPS, telecom and grid backup.
How to read a signal
- A signal is a pattern, not a headline. Each one rests on two or more independent events and says what would change the call.
- Confidence is banded High, Medium or Low. Where a signal sits below High, it names the evidence that is missing.
- Status says where the evidence stands: Verified, Review, or Inconclusive — we looked, and the evidence doesn't yet support a firmer call.
- Horizon is when it matters: Immediate (0–3 months), Short-term (3–12 months) or Long-term (1–3 years).
- These are sample editions. "Why it matters" and "What to do" are written for the category here. A subscriber's are written against their own products, markets and customers.
What we watch: 33 dimensions
Every signal type reads its subject against a fixed set of dimensions — nine for a competitor, ten for a startup, eight commercial and six research. This is the whole list.
Tell us the question. We'll tell you what it takes to answer it.
If it's a decision with a date on it, that's a research engagement — and we'll scope it on the call. If it's a question you'll be re-asking every quarter, that's a signal, and we'll show you what the first cycle finds. Any subject, any region.
Prefer email? info@ezassi.com