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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
28
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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
Blackstone Raises $1.75B In Largest Pure-Play Data Center REIT IPO
BXDC pricing mechanics, sponsor commitment, hyperscaler lease structure, $25 billion acquisition pipeline
May 18
21
2
What KKR And Blackstone Just Signaled About AI Infrastructure Capital
Mega-PE platform formation, AI as dedicated asset class, alternative asset manager positioning, capital allocator implications, hyperscaler-adjacent…
May 7
35
2
Why Hut 8 $3.25B Bond Becomes The AI Data Center Debt Template
Construction-stage investment grade, hyperscaler credit anchor mechanics, non-recourse SPV economics, NNN lease structure, project finance for AI…
May 5
33
Hut 8 Prices $3.25B Investment-Grade Bond For River Bend Data Center
First single-sponsor construction-stage IG bond, 6.192% coupon, 16.5-year amortization, 15-year Fluidstack lease, Google financial backstop
May 4
27
1
The 3 Local JV Archetypes (And What Each Costs in Control)
Every emerging-market data center JV looks the same on the term sheet. The architecture beneath them does not. Here is how the three structures behind…
Apr 30
32
1
Amazon Commits Up To $33B To Anthropic Against $100B AWS Spend Pledge
$5 billion fresh equity at $350 billion pre-money, up to $20 billion milestone-tied, ten-year AWS commitment, 5 gigawatts of compute, Trainium2 through…
Apr 27
20
1
Why Blackstone's $2B BXDC IPO Is Not an AI Bet?
Blackstone BXDC structure, hyperscaler lease mechanics, QTS and Rowan pipeline dynamics, DLR and EQIX cap rate compression, allocation conflict risk…
Apr 20
29
1
3
The Neocloud Is Not Overflow. It Is the Third Pillar of AI Infrastructure
CoreWeave $66.8B backlog, FluidStack-Anthropic $50B offtake, Firmus Project Southgate, hyperscaler co-opetition, neocloud capital structure risk…
Apr 17
37
1
2
Australia's Data Centers Just Pulled A$6B in One Week
NEXTDC hybrid raise, La Caisse commitment, Stockland Western Sydney campus, ESR equity injection, 2030 pipeline
Apr 16
19
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