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Microsoft Q1 FY2026: The $35 Billion Quarter That Redefines the AI Factory
Microsoft’s record $34.9 billion in Q1 CapEx marks a structural shift from software margins to physical scale building the AI factory that will define…
Nov 10
When 1.5 Gigawatts Vanished: What the Virginia Near-Blackout Revealed About the Future of AI Infrastructure
A real 1.5-GW near-blackout in Virginia exposed the biggest hidden risk in AI infrastructure grid fragility. Here’s how leading investors are…
Nov 6
31
5
Can Microsoft double its global data center empire by 2027?
Microsoft’s $80 billion buildout aims to double its global data center footprint by 2027 testing the limits of capital, energy, and execution in the…
Nov 3
12
Did U.S. Data Center Leasing Surpass All of 2024 in a Single Quarter?
A record 7.4 GW was leased in Q3 2025 revealing how AI demand, power scarcity, and trillion-dollar capital flows are reshaping U.S. infrastructure.
Oct 28
16
1
The $1.1 Trillion Global AI Buildout: Lessons from Five Regions
From North America’s $500B surge to South America’s nuclear bets, the first half of 2025 reveals how the next decade of data centers will be shaped.
Oct 12
18
1
Is BlackRock’s $40B Bet on Aligned Making the U.S. the Epicenter of AI Infrastructure?
The $40B Aligned acquisition signals a new era where finance, power, and compute converge to define the U.S.’s leadership in AI infrastructure.
Oct 7
18
CoreWeave’s $9B Bet on Core Scientific: Power Is the New Currency of AI
Inside America’s biggest crypto-to-AI pivot: ownership of watts, liquid cooling reality, and the shareholder math.
Oct 2
13
Is DataBank’s $1.07B ABS the Model That Reprices Hyperscale Capital?
Inside a three-market package: verticalizing the liability stack, energization risk, and the spread between “leased” and “live.”
Sep 24
15
1
North America: The World’s Largest AI & Data Center Buildout Surges Past $500B
Sep 4
42
3
Is BorderPlex’s $165B AI Data Center Campus Positioning New Mexico as the Next U.S. Hyperscale Hub?
BorderPlex’s bold play shows that building AI hubs is less about billions spent and more about balancing energy, water, and politics
Sep 1
14
1
Can Meta’s $10B Google Deal Reshape the U.S. AI Data Center Race?
Inside the Hybrid Playbook Driving the Next Wave of U.S. AI Infrastructure
Aug 27
11
2
Is $90 Billion Enough to Make Pennsylvania the Center of U.S. AI Infrastructure?
Trump, tech giants, and energy barons are turning the Rust Belt into the backbone of America’s AI ambitions but at what cost?
Jul 25
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