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How Strategic Capital Works in AI Infrastructure
Six Samsung companies committed $1 billion to KKR's Helix Digital Infrastructure in September 2026. Inside the two ways a supplier investor gets paid…
🧭 Akamai's $11.6B Anthropic Deal, Crusoe's 1GW+ Campus, Google's Brazil Push
Suppliers now pay for anchor demand with equity. Akamai gave Anthropic a path to ~5% of its stock and will spend ~$5.5 billion before revenue. Plus a…
Construction Sequencing, QA/QC, and the Discipline That Keeps Schedules Honest
Civil and Site Work, Shell and Structure, MEP and Equipment Lead Times, QA/QC at Installation, Compounding Delays, Predictable Delivery
Why Unbuilt Data Centers Raise Power Bills (It Starts With a Forecast)
In December 2025, a power auction for 67 million Americans cost $6.2 billion more because of data centers not yet built. Grids pay ahead for forecast…
Fixed Wireless and LEO: The Real Threat to Fiber Lease-Up Returns
NTIA's BEAD plans sent 35% of 3.79 million U.S. locations to satellite and fixed wireless by August 2026. Inside the cost-first rule that drains fiber…

September 2026

Indonesia's AI Build-Out Runs on Power. BDx Has Locked In 845MVA
BDx Data Centers has started building CGK4, a 640MW AI campus in Jatiluhur, West Java, as Indonesian demand climbs. Inside the PLN power deal and the…
OpenAI and Anthropic Want Small Sites. U.S. Hubs Have None This Year.
Anthropic and OpenAI are exploring 20 to 30 MW data center deals in the UK, the Nordics and the US, CNBC reported September 18. Inside the grid queues…
Why Space Data Centers Hit Heat Before Cost (The 15-Minute Clue)
Google's Project Suncatcher puts its first AI chips in orbit this week on a SpaceX rideshare, built with Planet. Inside the radiator math and what its…
🧭 Oracle’s Jupiter Force Majeure, VIRTUS’ £2.45B Loan, Stack Asia Talks
A late-power notice in New Mexico hit a loan banks already struggled to sell. Inside the ~$18 billion syndicate quoted near 90 cents, the reported 9…
Who Carries the Risk: EPC, O&M, and SLA Structures That Make Capital Comfortable
Fixed-price EPC and liquidated damages, O&M deduction architecture, SLA service credit ceilings, back-to-back structuring, the gaps between all three
Anchor Concentration: The Hidden Vacancy Risk in Emerging Data Center Clusters
Querétaro data center inventory rose 450.2% to 298.2 MW as vacancy hit 10.6% from 0.9%, per CBRE. A few hyperscale phases set absorption, and spec…
Why Data Centers Reserve Power They Never Draw (And Who Pays)
Every data center announcement names a number of megawatts. That number sits on one of four steps, and only the last one means a building is coming.
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