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
The Major Blind Spot of CBDCs: The Korean White Paper Overlooks Privacy
South Korea Releases Its Unified Ledger Plan – And Overlooks Privacy. A Wake-Up Call for Central Banks Flying Blind.
Jul 2, 2026 at 10:19 8 8
Elena Fischer
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
ECB: Kazimir confirms the downward trend, pace remains data-dependent - EUR/USD under structural pressure
Peter Kazimir (ECB) reaffirms a clear path toward further rate cuts. But each step depends on the data. The Fed/ECB divergence is becoming structural: ECB toward 1.75% by the end of 2026, Fed stable at 4.25-4.50%. German PMI at an 18-month low.
Jun 25, 2026 at 09:45 11 8
Heinrich Vogel
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