Global Data Center Hub
Subscribe
Sign in
Home
Start Here
Resources
About
Investment & Capital Flows
Latest
Top
Discussions
Hyperion's Number Is Not $50 Billion (It Is 80)
Blue Owl owns 80 percent of the vehicle behind Meta's largest campus. Inside the $27.3 billion of SPV debt, the residual value guarantee, the one-notch…
6 hrs ago
19
1
Meta Takes Hyperion To 5GW (And Off Its Balance Sheet)
A single Louisiana parish is absorbing over $50 billion of AI infrastructure. Inside the Blue Owl joint venture, the Morgan Stanley debt syndicate, and…
Jul 20
24
1
Egypt's Tenth Data Center License Is the Real Signal
Egypt's tenth data center license signals a market being built ahead of hyperscale demand, where interconnection rights, not construction costs, are…
Jul 9
23
2
Why Blackstone Sold Stabilized Capacity Back to the Operator
Powered-shell scarcity pricing, the develop-to-core JV exit, capital recycling versus greenfield collapse, Northern Virginia grid and permitting…
Jul 7
14
2
Digital Realty Buys Out Blackstone in $3.5B Northern Virginia Hyperscale Deal
How a $3.5B buyout consolidates 288 MW of hyperscale capacity while turning a joint venture into wholly owned infrastructure.
Jul 6
29
2
3
12 Key Takeaways From Ben Evans AI Eats The World May 2026
$700B hyperscaler capex, offloaded funding, power constraints, AI model commoditization, Anthropic’s revenue surge, and the mobile-network analogy…
Jun 15
24
1
15 Key Takeaways From Philippe Laffont's Coatue May 2026 Public Markets Update
Inside Coatue's May 2026 Update: shortages, power bottlenecks, and the capital behind AI infrastructure.
Jun 10
31
2
2
Alphabet Chose Dilution Over Debt, And That Is The Signal
Equity over debt as conviction signal, Berkshire as validation not capital, power and land race, the slow-monetization risk
Jun 9
26
1
2
Alphabet Raises Up To $80 Billion In Equity To Fund AI Buildout
$10 billion Berkshire anchor, $30 billion underwritten offerings, $40 billion at-the-market, Goldman Sachs placement agent
Jun 8
25
2
2
15 Key Takeaways From Gavin Baker's Invest Like the Best 2026 Interview
Inside Atreides' AI infrastructure thesis: power shortages, wafer bottlenecks, orbital compute, GPU lifespan, the buildout-vs.-bubble debate, and…
Jun 2
31
2
2
Capital Is Not the Bottleneck in AI Infrastructure. Here Is What Is.
Your orientation to this market: five moves that turn capital headlines into constraint signals.
May 23
30
3
Why Blackstone's BXDC Is Credit Risk Priced As AI Growth
Triple-net escalator math, re-leasing spread leakage, related-party transfer pricing, public-private exit architecture
May 19
37
3
This site requires JavaScript to run correctly. Please
turn on JavaScript
or unblock scripts
