Category
Investment
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Oracle Invokes Force Majeure on $165B Blue Owl Jupiter Data Center project
New Mexico AI Campus Hits Regulatory Wall Oracle Corp has sent a force majeure notice to Blue Owl Capital, the developer behind Project Jupiter, it’s 2.45-gigawatt data center campus under construction in New Mexico, according to Bloomberg, which cited people familiar with the matter. The move is designed to let Oracle delay lease payments, not…
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The Hardware Integration War — Why Vertiv is Consolidating the AI Factory
The scaling bottleneck for artificial intelligence has officially left the chip lab and entered the physical world. Vertiv’s rapid string of acquisitions and high-capacity NVIDIA certifications reveal an industry-wide truth: the future of hyperscale compute belongs to those who control the physical mechanics of power and fluid
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Submer and Edgecore Networks accelerate Integrated AI Architecture
he Middle East, Turkey, and Africa (META) region is emerging as a primary growth hub for next-generation AI infrastructure. To overcome regional grid constraints, extreme ambient temperatures, and severe water scarcity, Edgecore Networks and Submer have partnered to deliver pre-engineered, fluid immersion-cooled AI data center reference designs optimized for high-performance computing in harsh environments.
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GridLock: Why Hyperscalers Are Buying Their Own Substations
While tech giants pour billions into advanced AI chips, their multi-gigawatt growth roadmaps are stalling at the local power grid. To survive the infrastructure crunch, cloud operators are transforming into heavy industrial procurement giants buying up transformer supply lines and building their own utility-scale substations.
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AI Data Center Debt Just Got More Expensive — Meta’s Own Bond Sale Proves It
Bloomberg reports AI data center debt yields are climbing across the market, with Meta’s $12.5 billion El Paso bond offering pricing at a materially higher risk premium than a nearly identical deal from a year earlier
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Nordic AI Campus Moves From Paper to Steel
3E Network’s Finnish subsidiary, Aurora Core Technology, entered active construction on a green-powered AI data center project this week — a milestone increasingly hard to reach given how many announced campuses stall at the permitting stage
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Cornelis Networks to Build Fabric that Keeps GPUs From Sitting Idle
Cornelis Networks raised $205 million and unveiled Active Compute Fabric, a scale-up interconnect built on open UALink and ESUN standards a direct challenge to Nvidia’s grip on GPU-to-GPU networking
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California Just Made Data Centers Pay Their Own Grid Bill – And Left the Numbers Blank
Newsom signed seven laws forcing data centers to cover their own grid upgrade costs – but wrote no megawatt trigger, no dollar figure, and no filing deadline into any of them
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Arete Research Puts a Number on the AI Capex Bubble Question
Hyperscaler AI spending is reaching unprecedented levels, but the bigger question is how it will be financed. New estimates point to a $600 billion funding gap through 2028, putting debt, equity and alternative financing under greater scrutiny.
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Blackstone’s Flow Control Buy Is a Bet on the Pipes, Not the Chips
Blackstone’s acquisition of Flow Control Holdings highlights the growing investment in the hardware beneath AI cooling, from valves and manifolds to coolant distribution components powering high-density data centres.