- News
Vantage Eyes $100B IPO as AI Infrastructure Demand Soars
Vantage Data Centers explores a $100B IPO. What the biggest data center listing in history says about AI's infrastructure moment.
- News
Nvidia Backs $500B Wall Street AI Infrastructure Push
Nvidia signed MOUs with Apollo, BlackRock, Blackstone, Brookfield, Goldman Sachs, and KKR to mobilise $500B for AI data centers.
- News
Anthropic Signs $9.1B Data Center Deal With Riot Platforms
Anthropic locks in 191 megawatts of AI compute at Riot's Texas campus in a 20-year, $9.1 billion deal extending to June 2048.
- News
Anthropic Builds Dedicated AI Data Centers With Macquarie
Anthropic, Macquarie Asset Management, and Singapore's GIC formed Theseus Infrastructure to build dedicated US data centers as demand for Claude surges.
- News
Meta and BlackRock's $14B Deal Reshapes AI Infrastructure
Meta sells 80% of a 1 GW El Paso data center to BlackRock for $14B, keeping operational control while freeing capital for AI model development.
- News
OpenAI's Project Camellia: $30B for AI Infrastructure
OpenAI's $30B Project Camellia builds a 3.2GW data center campus in Georgia — its first owned facility and a permanent shift in how AI compute gets built.
- News
Meta's $50B Hyperion Supercluster: AI Is Now Infrastructure
Meta quietly tripled its Louisiana AI data center from $10B to $50B and 5GW. For business leaders, this is the signal that AI scale is being locked in now.
- News
New York Is First State to Halt AI Data Centers
Governor Hochul signed an executive order pausing permits for hyperscale data centers over 50 MW, citing grid strain and rising energy costs for residents.
- News
Anthropic Signs $19B Data Center Lease in Kentucky
Anthropic locks in 401 MW of AI computing infrastructure at TeraWulf's Justified Data campus, signaling a long-term infrastructure bet as its IPO approaches.
- News
Samsung Leads Korea's $1.3 Trillion AI and Chip Commitment
South Korea announced a historic national AI investment backed by Samsung and SK Hynix, committing $1.3 trillion to chips, data centers, and physical AI.
- News
AI Data Centers Get Government Fast Lane to the Power Grid
FERC ordered six regional grid operators to accelerate data center connections, tackling the biggest bottleneck limiting AI infrastructure growth.
- News
US Government Gives AI Data Centers a Grid Fast Lane
FERC issued show-cause orders to six US grid operators on June 18, requiring them to fast-track AI data center power connections within 60 days.
- News
New York Passes AI Data Center Ban and Chatbot Laws
NY lawmakers ended their 2026 session by passing five AI bills including a first-in-the-nation data center moratorium and chatbot ban for minors.
- News
China Drafts $295B AI Plan to Lock Out NVIDIA and AMD
Beijing is drafting a 2 trillion yuan plan to build a nationwide AI data center network using 80% domestic chips, effectively excluding NVIDIA and AMD.
- News
SoftBank Bets €75 Billion on French AI Data Centers
Masayoshi Son commits up to €75B to build 5GW of AI data center capacity in France, citing nuclear power advantages. Europe's biggest AI infrastructure bet.
- News
AI Power Demand Drives a $67B Utility Mega-Merger
NextEra's $67 billion acquisition of Dominion Energy to serve AI data centers shows how AI demand is reshaping industries far beyond tech.
- News
Europe Pays 4x More for AI Power Than the US
European data center electricity costs are 3-4x higher than the US, and rising. It's pushing AI investment and AI advantage elsewhere.
- News
SoftBank's Roze: $100B Bet on Robot-Built AI Data Centers
SoftBank's new venture Roze plans to automate data center construction using robotics and is already targeting a $100B US IPO in 2026.
- News
The AI Power Crisis Stalling Half of US Data Centers
Nearly half of planned US data center builds for 2026 face delays or cancellation due to power grid constraints and supply chain bottlenecks.
AI Pulse, the daily read
EDNA Learn
Start learning
For teams
Training & Advisory
Advisory & leadership
Build & train
Omni Command Centre
Capabilities
Resources
AI Pulse