AI Infrastructure: $638 Billion Order Book, 18-Month Low Prices - The Cycle Discount
The AI paradox: the companies building tomorrow's data centers see their stocks decline while their order books overflow.
Jul 2, 2026 at 16:36 9 9
Starwood Invests $10 Billion in Real Estate in the AI Era: PE and REITs Accelerate the Pivot
The largest independent real estate PE fund redirects $10B toward data centers and compute infrastructure. After the Digital Realty/Blackstone deal, all institutional capital is shifting.
Jul 2, 2026 at 10:19 9 11
Mei-Ling Chen
Digital Realty acquires Blackstone's data centers in Virginia for $3.5 billion: the major consolidation of AI real estate
The most significant transaction of the year in digital real estate: Digital Realty acquires three Blackstone data centers in Virginia for $3.5 billion, setting a benchmark at $1.17 billion per site in a market with frozen permits and GPUs at 85% utilization.
Jun 30, 2026 at 16:47 9 8
Arjun Mehta
Lawsuit Against Eagan (Minnesota) Data Center Moratorium: The Legal Front of the AI Battle Opens
A real estate developer is suing the city of Eagan (Minnesota) to lift its moratorium on AI data centers. A new legal front that complicates the deployment of hyperscalers, while a 900-acre project is announced in Iowa.
Jun 29, 2026 at 20:49 10 12
Arjun Mehta
![# AI & Energy: $200B in M&A in the U.S. Electric Sector - Hyperscalers Secure Their Power Supply [ENCADRE titre="Key Takeaways"] [ENCADRE contenu=" - **$200 billion** in mergers and acquisitions in the U.S. electric sector driven by AI energy demands. - **Hyperscalers** (Google, Amazon, Microsoft, Meta) invest heavily to secure their power supply. - Renewable energy and grid modernization become critical priorities. "] [/ENCADRE]](https://cdn.keelcrux.com/media/images/a1dc97f3e83c41df72e54e4d1d7a57a4.jpg)
# AI & Energy: $200B in M&A in the U.S. Electric Sector - Hyperscalers Secure Their Power Supply [ENCADRE titre="Key Takeaways"] [ENCADRE contenu=" - **$200 billion** in mergers and acquisitions in the U.S. electric sector driven by AI energy demands. - **Hyperscalers** (Google, Amazon, Microsoft, Meta) invest heavily to secure their power supply. - Renewable energy and grid modernization become critical priorities. "] [/ENCADRE]
For the first time, AI is driving a $200 billion M&A wave in the U.S. electric sector in 2026. Big Tech no longer trusts the public grid to power their data centers—they are buying capacity directly. A structural shift with massive implications for energy and compute markets.
Jun 29, 2026 at 09:04 12 9
Arjun Mehta
Blackout on the Horizon: American Utility CEO Sounds Alarm on Electricity Supply Deficit
For the first time, a leader of a major American utility publicly questions the grid's ability to absorb the demand shock from AI data centers—and predicts outages.
Jun 28, 2026 at 11:18 10 10
Arjun Mehta
GE Vernova and the AI Electricity Challenge: Between Gas Turbines and Blackout Risks
The electrical demand from AI data centers is putting unprecedented pressure on the U.S. grid. GE Vernova is building the turbines powering the boom; a utility executive warns that the U.S. is heading toward blackouts.
Jun 27, 2026 at 16:46 12 13
Arjun Mehta
Moratorium on AI Data Centers: Ocasio-Cortez and Sanders Challenge U.S. Compute Expansion
The first federal bill directly targeting AI data centers injects a regulatory risk premium into a sector weighing $600 billion in announced CAPEX by 2027.
Jun 25, 2026 at 16:29 9 8
Arjun Mehta
Anthropic deploys its data centers worldwide: the race for exaflops enters a new phase
Anthropic's job offers reveal its global infrastructure plan. Behind local recruitments: Dublin, Amsterdam, Singapore, Tokyo. The model is hyperscaler-dependent-but the real bottleneck is certified low-carbon energy.
Jun 25, 2026 at 09:45 9 9
Arjun Mehta
CoreWeave × Backblaze ($355M): AI Cloud Infrastructure Verticalizes at Full Speed
CoreWeave signs a multi-exaoctet storage contract with Backblaze for $355M. In a market where Argentum AI has just secured $4.1B for 27,000 GB300 GPUs, vertical integration becomes the strategic response to liquidity tensions-and hyperscalers.
Jun 25, 2026 at 03:01 10 10
Arjun Mehta
Backblaze Signs $355M Deal with CoreWeave: AI Cloud Outsources Its Storage
In the AI compute value chain, CoreWeave outsources its storage infrastructure to Backblaze for $355M. A deal that reveals how specialized GPU cloud stacks are built outside hyperscalers.
Jun 24, 2026 at 18:35 8 8
Arjun Mehta
Foxconn Industrial and ASE Technology: Server and Advanced Packaging Suppliers Capture Compute Demand
Goldman Sachs raises its target on Foxconn Industrial Internet as ASE Technology expands its capabilities. In the data center supply chain, assemblers and packaging foundries are gaining ground.
Jun 24, 2026 at 18:04 11 9