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Is CoreWeave’s $8.5B Deal the GPU Asset Class Moment?
How investment-grade debt, hyperscaler contracts, and power constraints are redefining AI infrastructure as institutional-grade assets
13 hrs ago
27
2
What Does OpenAI's $122 Billion Mean for US Data Centers?
OpenAI's raise is not a funding story. It is a physical infrastructure story and the US data center market is not ready for what it requires.
Apr 6
20
1
OpenAI’s $122B AI Surge; Nordics’ 500MW+ Buildout; Southeast Asia’s Hyperscale Push
Inside the capital, power, and geopolitical shifts redefining global AI infrastructure
Apr 5
28
Power, Not Capital, Is Redrawing the AI Infrastructure Map
Why power not capital is now determining where data center value accrues
Apr 4
25
1
Grid Interconnection Delays Repricing Europe’s Data Center Market
How interconnection delays and power scarcity are distorting timelines, compressing returns, and redirecting capital across Western Europe
Apr 3
24
Q1 2026: The Quarter AI Infrastructure Became Energy-Constrained
How power, capital, and compute converged to redefine the global AI buildout
Apr 2
31
2
How to Underwrite GPU Density in AI Data Centers
A compute-first framework for pricing risk, capital, and returns in AI data center infrastructure
Apr 1
25
1
March 2026
CoreWeave: The Financialization of AI Infrastructure
From GPUs to cash flows how CoreWeave is transforming compute into a financeable asset class
Mar 31
22
2
OpenAI’s $10B Raise; NextEra’s 10GW Power Play; Adani–Hyperscaler Push in India
Inside the capital, power, and policy shifts reshaping global AI infrastructure.
Mar 29
21
1
What Most Investors Misprice in Data Centers
Data centers are priced like real estate but behave like power-constrained infrastructure creating persistent gaps between perceived stability and…
Mar 27
16
Will Bell’s 300MW AI Campus Redefine Canada’s Data Center Market?
Pre-leased demand, sovereign alignment, and power access converge to redefine how AI data centers are underwritten, financed, and positioned in…
Mar 25
22
19 key takeaways from Jensen Huang’s NVIDIA GTC 2026 keynote
Inside Jensen Huang’s GTC 2026 keynote: how AI factories, inference economics, and system-level design are redefining data center infrastructure and…
Mar 24
29
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