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
OpenAI offers 5% to Washington: when the State becomes a shareholder in AI
Sam Altman is negotiating a 5% stake for the U.S. government in OpenAI. This is not philanthropy—it's a strategic move that redefines global AI governance.
Jul 2, 2026 at 10:17 8 8
Arjun Mehta
Together AI Raises $800M at $8.3B Valuation: The Race for GPU Neoclouds Enters a New Phase
When compute is scarce, whoever controls it sets the rules. Together AI has just proven this with an $800 million funding round.
Jul 1, 2026 at 22:49 8 8
Arjun Mehta
DeepSeek V4 in mid-July with peak-time pricing: the next AI compute shockwave is taking shape
DeepSeek announces V4 for mid-July with peak-hour differentiated pricing - a business model revealing intensifying GPU capacity constraints.
Jul 1, 2026 at 09:39 9 8
Arjun Mehta
Samsung and SK Hynix Double Down on AI Chips: The Paradox of the Semiconductor Cycle
The two Korean giants are massively investing in HBM chips for AI - as signs of oversupply accumulate on standard DRAM. Structural bet or cycle error?
Jul 1, 2026 at 09:39 7 8
Arjun Mehta
Realta Fusion generates electricity directly through nuclear fusion: a world first that reshapes the energy timeline.
No plasma, no neutrons—just electricity. The distinction is fundamental: Realta Fusion has just crossed the boundary between scientific demonstration and industrial promise.
Jun 30, 2026 at 23:30 10 10
Arjun Mehta
ASML outperforms in tech sell-off: memory supercycle confirms resilience of upstream AI chain
While the Mag7 lose $2.3 trillion in June, ASML shows notable relative outperformance and Micron confirms the HBM memory supercycle. The contrarian angle of the tech sell-off: upstream infrastructure holds up better than platforms.
Jun 30, 2026 at 16:48 9 10
Arjun Mehta
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
DeepSeek V4 in Mid-July and Peak-Time Pricing: The Next AI Compute Shock
Deflation in AI computing shows no signs of stopping: DeepSeek announces V4 for mid-July with a peak-time pricing grid—a structural signal for specialized cloud margins.
Jun 30, 2026 at 10:07 10 11
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
BIS: AI Spending Boom Threatens Global Financial Stability
The Bank for International Settlements sounds the alarm: massive investments in AI could form a capital bubble likely to crash markets and trigger a recession—a warning that resonates as the U.S. Moratorium Act puts pressure on the sector.
Jun 29, 2026 at 17:15 8 11
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