| Jun 15, 2026 |
acquisition |
Genesis Digital Assets |
SWI Group / AiOnX |
$500M
|
Data Center
|
SWI Group closed a USD 500M acquisition of a significant stake in Genesis Digital Assets, gaining exposure to a 1.3GW portfolio of energized and approved grid connections across 15 facilities, including multiple hyperscaler-grade Texas sites. SWI plans to reposition the mining portfolio toward HPC and AI workloads through AiOnX. |
↗ SWI Group press release
|
| Jun 15, 2026 |
acquisition |
ThermoKey |
Vertiv |
-
|
Cooling
|
Vertiv completed its acquisition of ThermoKey S.p.A., an Italian heat-exchange and dry-cooler specialist with about 320 employees. The deal strengthens Vertiv thermal management and heat rejection portfolio for AI factories and high-density data centers; financial terms were not disclosed. |
↗ ThermoKey / Vertiv
|
| Jun 15, 2026 |
investment |
Amazon |
Montgomery County, Missouri / Ameren Missouri |
$10.0B
|
Data Center
|
Amazon announced a USD 10B data center campus in Montgomery County, Missouri, expected to create 400 direct jobs and thousands of construction jobs. Amazon will pay 100% of electric service/grid connection costs through Ameren Missouri and make more than USD 7M in community contributions. |
↗ Missouri Governor / Amazon
|
| Jun 15, 2026 |
investment |
Racks Central |
China-ASEAN Investment Cooperation Fund II (CAF II) / ESR |
-
|
Data Center
|
Racks Central secured an undisclosed investment from the USD 1B China-ASEAN Investment Cooperation Fund II, advised by ESR, to support Southeast Asia expansion. The capital backs an AI-ready corridor starting with a Johor campus planned for up to 510MW, with a 90MW first phase targeted for Q1 2027 readiness. |
↗ w.media / Racks Central
|
| Jun 12, 2026 |
investment |
Data4 |
Escaudain / Hauts-de-France |
$5.8B
|
Data Center
|
Data4 launched a EUR 5B, approximately USD 5.82B, AI-focused data center campus on the former Parc des Soufflantes industrial site in Escaudain, Northern France. The 33-hectare campus is planned to deliver 700MW across four next-generation data centers and about 2,400 permanent jobs. |
↗ Data4
|
| Jun 12, 2026 |
investment |
Helix Digital Infrastructure |
KKR (lead anchor) |
$10.0B
|
Data Center
|
New co. launched to deliver hyperscale DCs with integrated power supply agreements. Anchor investors: KKR + Kuwait Investment Authority (KIA) + NVIDIA + Vistra. $10B+ long-duration capital committed. CEO: Adam Selipsky (ex-AWS CEO). CIO: Waldemar Szlezak (KKR global head of digital infra). |
↗ KKR / Helix co-announcement
|
| Jun 11, 2026 |
ipo |
SpaceX |
- |
$75.0B
@ $1.8T val
|
Networking
|
Largest IPO in history. Priced 555.6M shares at $135 ($75B raised). Nasdaq ticker SPCX. Debut 2026-06-12 opened at $150 (+11%). Surpasses Saudi Aramco 2019 ($24.9B). At $1.77T valuation, 7th-largest US company. |
↗ TechCrunch (pricing announcement)
|
| Jun 11, 2026 |
acquisition |
ZincFive |
Spark I Acquisition Corp (SparkLabs) |
$752M
@ $600M val
|
Data Center
|
SPAC merger. Oregon-based nickel-zinc battery maker for DC UPS. Revenue doubled to $69.9M last year, $81M order backlog. $100M PIPE + up to $25M from Spark trust. $600M pre-money equity, ~$752M EV. Public via Spark I. |
↗ SEC Form 8-K (Spark I Acquisition Corp)
|
| Jun 11, 2026 |
funding |
Theker |
CRV (lead) |
$85M
|
AI Compute
|
Barcelona-based AI robotics startup. Largest European robotics Series A to date. Modular/reconfigurable factory robots with swappable limbs for sorting, packing, and dynamic logistics. Use of funds: deployments, hiring, tech maturation. |
↗ TechCrunch (co. announcement)
|
| Jun 11, 2026 |
partnership |
BBVA |
OpenAI |
-
|
AI Compute
|
Multi-year AI transformation. BBVA expands ChatGPT Enterprise from 11,000 to 120,000 employees across 25 markets — 10x deployment. Custom GPTs, customer-facing transformation, risk analysis redesign. Earlier rollouts (3,300 in 2024, 11,000 expansion) saw ~3 hr/wk productivity gain, 80%+ daily usage. One of the largest enterprise generative-AI deployments in financial services. |
↗ OpenAI Blog
|
| Jun 11, 2026 |
partnership |
QumulusAI |
Hyperbolic (+ undisclosed inference platform) |
$124M
|
AI Compute
|
$124M+ in 3-year customer subscriptions for AI inference infra. Supports 1,280 NVIDIA Blackwell GPUs (B300/B200), 160 Lenovo/Supermicro bare-metal servers, Cisco Nexus One fabric. ~$21.9M upfront commitments. Workload-specific arch claims ~20% cost reduction vs reference designs. |
↗ ACCESS Newswire (QumulusAI)
|
| Jun 11, 2026 |
acquisition |
Ona (Gitpod GmbH) |
OpenAI |
-
|
AI Compute
|
German AI agent cloud platform (founded 2020, Kiel). Powers persistent, long-running Codex agent tasks (continues working after dev closes laptop). Codex now 5M+ WAU (up from 3M in April). Race vs Anthropic Claude Code. Terms undisclosed. |
↗ CNBC (OpenAI announcement)
|
| Jun 10, 2026 |
partnership |
Meta |
Reliance Industries |
-
|
Data Center
|
Meta's first built-to-suit DC capacity in India. Reliance to build 168 MW AI-enabled DC at Jamnagar campus, Gujarat (option to scale, 2-yr delivery). RIL is single-window provider (design, build, utilities, renewable power, network, ops). Powered by renewables, cooled with desalinated seawater. Extends 2020 partnership ($5.7B Meta investment in Jio Platforms for 9.99% stake). |
↗ Joint Meta + Reliance announcement
|
| Jun 10, 2026 |
acquisition |
Sureel AI |
Warner Music Group |
-
|
AI Compute
|
AI attribution startup (founded 2022). "AI DNA" tracing tech maps how AI models use copyrighted music. Continues as standalone post-acquisition. Prior credit: STIM (Sweden) named Sureel preferred attribution provider for world's first collective AI music license (2025-09). Terms undisclosed. |
↗ PR Newswire (WMG)
|
| Jun 10, 2026 |
funding |
Switch |
Syndicated bank group |
$9.5B
|
Data Center
|
Upsized corporate revolving credit ($6B+) and syndicated uncommitted performance L/C facility ($3.5B), total ~$10B liquidity & credit support. Funds fully-contracted dev pipeline, gigawatt-scale campus growth, transmission/generation procurement. Builds on prior $2.6B landmark perf-L/C (first-of-kind in DC industry). |
↗ PR Newswire (Switch)
|
| Jun 9, 2026 |
funding |
Keel Infrastructure |
Convertible noteholders |
$458M
|
Data Center
|
$458M 1.250% convertible senior notes due 2032 (includes $58M greenshoe). Net proceeds ~$445.4M. Initial conversion price ~$7.41/share. Use: capped call + long-lead equipment + L/C collateral for DC expansion. Pipeline: 2.2 GW across PA / WA / Québec. |
↗ SEC Form 8-K (Keel Infrastructure)
|
| Jun 9, 2026 |
funding |
Super Micro Computer |
J.P. Morgan / Goldman Sachs / Citigroup (lead bookrunners) |
$7.0B
|
Data Center
|
$7.0B equity & equity-linked financing to fund ~$39B AI server backlog: $1.25B common stock + $3.75B mandatory convertible preferred (Series A, 1/20 depositary shares, settles ~2029-06-01) + $2.0B ATM program. SMCI shares fell ~26% in two days post-announcement. |
↗ Supermicro Press Release
|
| Jun 9, 2026 |
funding |
Hut 8 (Beacon Point DC LLC) |
J.P. Morgan (initial purchasers representative) |
$4.2B
|
Data Center
|
$4.25B 6.129% senior secured notes due 2042. Fully amortizing, non-recourse to Hut 8 Corp. Funds turnkey 352 MW DC (6 data halls) on 521 acres in Nueces County, TX + substation. Leased to AA- or higher rated tenant. Priced 2026-06-04, closed 2026-06-09. |
↗ SEC Form 8-K (Hut 8 Corp)
|
| Jun 9, 2026 |
partnership |
Foxconn (Hon Hai) |
Brookfield Asset Management |
-
|
Power
|
JV to co-develop up to 1 GW of utility-scale solar, wind, and BESS in Vietnam, backed by long-term PPAs. Brookfield funds via Catalytic Transition Fund (~$1B ALTÉRRA-backed catalytic capital). Powers Foxconn Vietnam ops + supply chain. Quotes from Daniel Cheng (Brookfield Asia Energy head) + James Tu (Foxconn CIO). |
↗ Enerdata (executive-quoted)
|
| Jun 9, 2026 |
funding |
Cipher Digital (Stingray Compute LLC) |
AWS (anchor tenant) |
$810M
|
Data Center
|
$810M 6.000% senior secured notes due 2031 priced at 99.750%. Funds construction of 70 MW HPC DC in Andrews, TX. Pre-leased to AWS with long-term guarantees + rent escalators. Reimburses $61.5M prior equity + debt service reserves. Close 2026-06-15. |
↗ GlobeNewswire (Cipher Digital)
|
| Jun 8, 2026 |
acquisition |
Ansan SEL5 Site (Sihwa National Industrial Complex, S.Korea) |
Digital Edge |
-
|
Data Center
|
Land acquisition — 16,592 sqm site, supports 60 MW hyperscale AI DC (SEL5). Backed by 90 MVA power agreement (among largest in Ansan). Dual-feed power via two 154 kV substations, 99.999% availability target. Digital Edge's 5th DC in South Korea (SEL1 Gangnam, SEL2/SEL3 Bupyeong/Incheon, PUS1 Busan). |
↗ PR Newswire APAC (Digital Edge)
|
| Jun 8, 2026 |
partnership |
Apple |
Google (+ NVIDIA) |
$1.0B
|
AI Compute
|
WWDC 2026: Apple rebuilds Siri / Apple Foundation Models on custom 1.2T-parameter Gemini model licensed from Google, hosted on NVIDIA Blackwell B200 GPUs in Google Cloud. Hybrid on-device + cloud architecture. Reportedly ~$1B/yr per Bloomberg. Gemini-powered Siri launches Sept 2026 with next iPhone (not at WWDC keynote). |
↗ Apple WWDC keynote 2026-06-08
|
| Jun 8, 2026 |
ipo |
Bending Spoons |
- |
$1.5B
@ $20.0B val
|
AI Compute
|
Italian app developer (owns AOL, Brightcove, Eventbrite, Evernote, Harvest, komoot, Remini, StreamYard, Vimeo, WeTransfer). F-1 filed SEC; ticker BSP on Nasdaq. TTM revenue $1.6B (Mar 2026). 2025 revenue $1.31B (+95% YoY). Q1 2026 net profit $27.5M (vs -$112.2M PY). |
↗ SEC Form F-1
|
| Jun 8, 2026 |
acquisition |
Sagebrush Infrastructure Partners (SAGE) |
Stark Power |
-
|
Data Center
|
Definitive agreement, 100% acquisition. 5 hyperscale DC campuses in active development across Central US, ~5.6 GW IT capacity aggregate. Anchored by Sagebrush 1 (>1.5 GW phased pathway). Co-located natural gas-fired plants for dedicated power. SAGE founders Todd Cater / Timothy Dertzbaugh / Michael Whalen prior track record: 4.2 GW energy projects monetized. Terms undisclosed. |
↗ PR Newswire (Stark Power)
|
| Jun 8, 2026 |
funding |
Amazon |
Citibank / BofA / JPMorgan / HSBC / Wells Fargo |
$17.5B
|
Data Center
|
$17.5B senior unsecured delayed-draw term loan facility. Draw flexibility (vs lump-sum); commitments expire 2026-09-30, drawn loans mature 3 years from draw. Supports $200B AI infra capex plan for 2026. Q1 2026 capex $44.2B (up from $25B PY). |
↗ Bloomberg (SEC filing)
|
| Jun 8, 2026 |
partnership |
Amazon |
Corning |
-
|
Networking
|
Multibillion-dollar multi-year fiber-optic supply agreement for US DCs. Creates 1,000 advanced-manufacturing jobs at Corning NC facilities + hundreds of construction jobs. Follows Corning-Meta ($6B Jan 2026), 2 more Q1 hyperscaler deals, Corning-NVIDIA May 2026 (10x US optical capacity). |
↗ About Amazon (official)
|
| Jun 8, 2026 |
ipo |
OpenAI |
- |
-
|
AI Compute
|
Confidential S-1 filing with SEC. Status: pre-roadshow. ARR >$20B (2025), $14B projected loss 2026, profitability targeted 2029. Following Anthropic confidential filing 2026-06-01. Analysts expect listing as early as Sept 2026 at >$1T valuation. |
↗ OpenAI Blog
|
| Jun 5, 2026 |
investment |
AirTrunk |
- |
$30.0B
|
Data Center
|
Blackstone-backed AirTrunk committed $30B to develop 5GW of AI data center capacity in India by 2030. Includes $21B LOI with Maharashtra for a 3GW campus at the Raigad Pen Growth Centre. |
↗ AirTrunk
|
| Jun 5, 2026 |
acquisition |
Vaasa & Mustasaari Land (190 ha, Finland) |
Microsoft |
-
|
Data Center
|
Preliminary agreement — ~190 hectares (~470 acres) in GigaVaasa industrial zone, Finland's west coast. ~2/3 in Vaasa, 1/3 in Mustasaari. Supports potential DC development. Quote from Microsoft Finland GM Teemu Vidgrén: "Finland is an important country for us." Terms undisclosed. |
↗ Microsoft EMEA Newsroom
|
| Jun 4, 2026 |
partnership |
Google |
Intersect Power |
$40.0B
|
Power
|
Google announced Meitner Energy Center — 840MW data center + 1GW+ co-located renewable energy in Gray and Roberts Counties, TX. Partnership with Intersect Power (broke ground on initial elements late 2025/early 2026). Mixed generation: wind + solar + 3GWh battery storage + on-site gas. Air-cooled (no water withdrawals). Part of broader $40B Texas DC/AI infra push through 2027. |
↗ Google
|
| Jun 4, 2026 |
partnership |
Pinterest |
Amazon Web Services |
$4.0B
|
AI Compute
|
Pinterest signed $4B AWS commitment through 2031 — largest infra investment in Pinterest history. Designated AWS as Preferred Cloud Services Provider. Heavy use of AWS Trainium for AI training/inference + Graviton (already ~1/3 of compute) for general workloads, serving 600M+ MAU. |
↗ About Amazon (AWS)
|
| Jun 4, 2026 |
funding |
Helion Energy |
Thrive Capital |
$465M
@ $15.5B val
|
Power
|
Series G $465M at $15.5B valuation, led by Thrive Capital. Funds Orion plant build for the existing 50MW Microsoft PPA targeting 2028 grid delivery. |
↗ BusinessWire
|
| Jun 3, 2026 |
partnership |
Rumble |
Together AI |
$270M
|
AI Compute
|
Rumble disclosed $270M multi-year customer commitment from Together AI via SEC 8-K. Deploys liquid-cooled Nvidia HGX B300 (Blackwell-class) systems for Together AI inference, fine-tuning, and training workloads. Largest customer commitment in Rumble history. |
↗ Rumble 8-K
|
| Jun 3, 2026 |
partnership |
Oxford Quantum Circuits (OQC) |
JPMorgan Chase (first dedicated user) + AMD |
-
|
AI Compute
|
Research collaboration on new Quantum-AI DC in London, operational within 12 months. OQC builds/operates facility + supplies GENESIS quantum hardware. AMD supplies CPUs/GPUs/tooling for classical+AI compute layer. JPMC anchor user for portfolio opt, QML, AI-assisted quantum circuit improvement, financial algorithms. |
↗ AMD Newsroom
|
| Jun 2, 2026 |
investment |
Verne |
Ardian |
$5.8B
|
Data Center
|
Ardian backs €5B ($5.82B) AI data center hub in Ile-de-France — Verne first French project. 500MW campus with first 200MW by 2030. Contributes physical infrastructure to AION consortium bidding to host an EU AI Gigafactory in France. |
↗ Ardian
|
| Jun 2, 2026 |
funding |
ZutaCore |
- |
$100M
@ $600M val
|
Cooling
|
Series C $100M at ~$600M valuation with strategic investors Mitsubishi Electric, Carrier Ventures, Samsung Ventures. Total funding to date ~$200M. Funds waterless two-phase cooling commercialization for AI/HPC data centers (4,000W+ chips, megawatt-class). |
↗ ZutaCore
|
| Jun 1, 2026 |
ipo |
Anthropic |
- |
-
|
AI Compute
|
Anthropic confidentially submitted draft S-1 to the SEC for a proposed IPO. Number of shares and price range not yet set. Reported ~$4.7B annualized revenue run rate as of May 2026. |
↗ Anthropic
|
| Jun 1, 2026 |
investment |
Alphabet |
Berkshire Hathaway |
$10.0B
|
AI Compute
|
Alphabet announced $80B equity offerings (upsized to $84.75B on June 2) to fund AI compute infrastructure. Berkshire Hathaway anchored with $10B private placement: $5B Class A @ $351.81 + $5B Class C @ $348.20. |
↗ Alphabet 8-K (SEC EDGAR)
|
| May 30, 2026 |
investment |
SoftBank Group |
France (Hauts-de-France region) — sovereign + EDF + Schneider Electric |
$81.0B
|
Data Center
|
SoftBank announces up to €75B (~$81B) to build 5 GW of AI data center capacity in France over 6 years. Phase 1 = €45B (~$48.6B) for 3.1 GW in Hauts-de-France region by 2031, with sites in Dunkirk (Loon-Plage), Bosquel, and Bouchain. Partnerships: EDF (Bouchain campus power), Schneider Electric (Dunkirk industrial production cluster — Schneider integrates DC power modules, SoftBank operates enclosure manufacturing). Announced at 2026 Choose France summit hosted by President Macron. SoftBank's largest European AI infrastructure commitment. |
↗ SoftBank Group Corp
|
| May 28, 2026 |
funding |
Anthropic |
Altimeter Capital + Dragoneer + Greenoaks + Sequoia Capital (Series H lead investors) |
$65.0B
@ $965.0B val
|
AI Compute
|
Anthropic raised $65B Series H at $965B post-money valuation — the largest AI equity round on record. Lead investors: Altimeter, Dragoneer, Greenoaks, Sequoia. Round also includes $15B of previously committed investments (incl. $5B from Amazon). Strategic infrastructure partners: Micron, Samsung, SK hynix. |
↗ Anthropic
|
| May 28, 2026 |
partnership |
DTE Energy |
LG Energy Solution |
$1.6B
|
Power
|
$1.6B 2-year supply agreement: LG Energy Solution delivers 6 GWh / 1.5 GW of battery storage to DTE across eight Michigan projects — including a large AI data center for Oracle. Batteries manufactured at LG's Holland, Michigan plant. DTE estimates $2.3B total economic impact, 1,800 LGES jobs + 350 construction/ops roles. Notable: explicitly identifies Oracle AI DC as one of the load drivers. |
↗ DTE Energy press release
|
| May 28, 2026 |
investment |
Nebius Group |
Situational Awareness Fund (Leopold Aschenbrenner) |
$2.6B
|
AI Compute
|
Situational Awareness Fund (founded 2024 by Leopold Aschenbrenner) discloses 5.6% stake in Nebius Group via SEC 13G — 12.4M Class A shares worth ~$2.6B at filing-day close. Position not in fund's Q1 13F (Mar 31), added during Q2. Makes Situational Awareness Nebius's largest single shareholder. Fund portfolio: $13.7B as of Q1 2026 (up ~2.5x from $5.5B end of 2025), focused on physical AI infrastructure (chips, data centers, power, compute). |
↗ SEC 13G filing (Situational Awareness Fund)
|
| May 27, 2026 |
funding |
Focused Energy |
RWE |
$240M
|
Power
|
Series A $240M — largest in fusion industry to date. Investors include RWE, SPRIND, European Innovation Council Fund, Prime Movers Lab. Brings total private capital to $300M + $200M in grants. Funds Biblis (former RWE power plant site, Hesse) inertial confinement laser fusion development. |
↗ Focused Energy
|
| May 27, 2026 |
partnership |
Snowflake |
Amazon Web Services |
$6.0B
|
AI Compute
|
Snowflake signed a multi-year strategic collaboration agreement with AWS including a $6B multi-year infrastructure commitment — Snowflake's largest to date. Spending escalation: $1.2B at 2020 IPO → $2.5B (2023) → $6B (2026). Includes AWS Graviton CPUs and GPU-accelerated EC2 instances for AI training / inference / agentic apps. |
↗ Snowflake
|
| May 26, 2026 |
acquisition |
TeraWulf |
Eastern Kentucky / Muskie Data Campus site |
-
|
Data Center
|
TeraWulf acquires ~285 acres in EastPark Industrial Park, Eastern Kentucky ("Muskie Data Campus"). Site capable of supporting 1+ GW of hyperscale AI/HPC capacity. Phase 1: 500 MW delivery starting H2 2028. Phase 2: additional 500 MW H2 2030. Kentucky Power (AEP subsidiary) building 345 kV substation tied to existing 765 kV transmission for full 1+ GW campus support. |
↗ TeraWulf 8-K (SEC)
|
| May 26, 2026 |
acquisition |
Cogent data center portfolio (10 facilities) |
I Squared Capital |
$225M
|
Data Center
|
Cogent Communications sells 10 data centers to a newly formed entity sponsored by I Squared Capital for $225M cash. Locations: Phoenix AZ, Anaheim CA, Burbank CA, Stockton CA, Atlanta GA, Chicago IL, Elkridge MD, Kansas City MO, Nashville TN, Houston TX. Closing on later of June 12 2026 or HSR clearance. |
↗ Cogent Communications press release
|
| May 22, 2026 |
acquisition |
Muskie Data Campus |
TeraWulf |
-
|
Data Center
|
TeraWulf acquires Muskie Data Campus from Industrial Equity Partners via Membership Interest Purchase Agreement. 285 acres in Eastern Kentucky, up to 1 GW of hyperscale capacity. First 500 MW delivery H2 2028, second 500 MW H2 2030. Kentucky Power building 345 kV substation. Closed May 22 2026. |
↗ TeraWulf SEC 8-K
|
| May 20, 2026 |
partnership |
Applied Digital |
Undisclosed US high investment-grade hyperscaler |
$7.5B
|
Data Center
|
15-year take-or-pay lease at Polaris Forge 3 (Applied Digital's fourth AI Factory campus) for 300 MW critical IT load supported by ~430 MW grid-connected utility power. $7.5B base term, $18.2B if all options exercised. Second long-term lease with same hyperscaler (first at Delta Forge 1 April 2026). Operations begin August 2027. Pushes Applied Digital past 1 GW total contracted capacity. |
↗ Applied Digital IR
|
| May 20, 2026 |
partnership |
Nebius |
Bloom Energy |
-
|
Power
|
Multi-year partnership for Bloom fuel-cell power deployment across Nebius AI data centers — 328 MW of installed capacity planned operational in 2026, starting in the US with EMEA expansion. |
↗ Nebius newsroom
|
| Apr 28, 2026 |
acquisition |
Elea Data Centers |
I Squared Capital |
-
|
Data Center
|
I Squared Capital acquires Elea Data Centers, one of the largest carrier-neutral platforms in Brazil. Elea operates 9 interconnected campuses with 300+ MW powered land and 1GW+ in development. Investment supports expansion of large-scale AI infrastructure across Brazil. |
↗ I Squared Capital / BusinessWire
|
| Apr 21, 2026 |
funding |
Switch |
Natixis CIB (Lead) |
$2.6B
|
Data Center
|
Switch secures $2.6B syndicated Letter of Credit Facility for data center power infrastructure, led by Natixis CIB. Largest USD-denominated facility of its kind and unprecedented for the data center industry. |
↗ Natixis CIB / PRNewswire
|
| Apr 13, 2026 |
acquisition |
BMarko Structures |
Vertiv |
-
|
Data Center
|
Vertiv acquires BMarko Structures, a custom-engineered structural fabrication provider for AI factories and data centers. Founded 2014, headquartered in Williamston, SC with 560,000 sqft facility. Vertically integrates structural fabrication into Vertiv's Infrastructure Solutions business. |
↗ Vertiv / PRNewswire
|
| Apr 9, 2026 |
partnership |
CoreWeave |
Meta |
$21.0B
|
AI Compute
|
CoreWeave and Meta announce $21B expanded AI infrastructure agreement through December 2032. Includes initial NVIDIA Vera Rubin platform deployments. Brings total Meta-CoreWeave commitment to $35B, making Meta CoreWeave's largest customer. |
↗ CoreWeave IR
|
| Mar 16, 2026 |
partnership |
Nebius |
Meta |
$27.0B
|
AI Compute
|
Meta signs $27B five-year AI infrastructure agreement with Nebius for $12B dedicated capacity plus $15B additional available capacity, featuring first large-scale NVIDIA Vera Rubin platform deployment starting early 2027 |
↗ Nebius Press Release
|
| Mar 11, 2026 |
investment |
Nebius |
NVIDIA |
$2.0B
|
AI Compute
|
NVIDIA invests $2B in Nebius to scale full-stack AI cloud and deploy 5GW+ capacity by 2030 |
↗ NVIDIA Newsroom
|
| Mar 2, 2026 |
acquisition |
AES |
Global Infrastructure Partners |
$10.7B
@ $33.4B val
|
Power
|
GIP, EQT, CalPERS and QIA acquire AES for $15/share ($10.7B equity, $33.4B enterprise value) to capitalize on AI data center power demand |
↗ Source
|
| Mar 2, 2026 |
acquisition |
Telepoint |
Digital Realty |
-
|
Data Center
|
Digital Realty enters Bulgaria with acquisition of Telepoint, a leading data center and interconnection provider in Sofia with 110+ network service providers and multiple cloud on-ramps. Complements existing presence in Athens, Heraklion, and Zagreb. |
↗ Digital Realty / GlobeNewswire
|
| Feb 27, 2026 |
funding |
OpenAI |
- |
$110.0B
@ $730.0B val
|
AI Compute
|
Largest private funding round in history. Amazon $50B, Nvidia $30B, SoftBank $30B. Includes infrastructure commitments. |
↗ Source
|
| Feb 27, 2026 |
acquisition |
atNorth |
Equinix |
$4.0B
|
Data Center
|
CPP Investments (60%) and Equinix (40%) acquire Nordic data center platform from Partners Group. ~800 MW active pipeline + 1 GW secured power. |
↗ Source
|
| Feb 12, 2026 |
funding |
Anthropic |
- |
$30.0B
@ $380.0B val
|
AI Compute
|
Series G funding at $380B valuation. Run-rate revenue $14B, 10x annual growth. Second-largest venture deal in history. |
↗ Source
|
| Feb 3, 2026 |
funding |
Cerebras Systems |
- |
$1.0B
@ $23.0B val
|
AI Compute
|
Series H funding for AI chip maker. WSE-3 chip has 4 trillion transistors, 19x more than Nvidia Blackwell. $10B+ OpenAI compute deal. |
↗ Source
|
| Jan 26, 2026 |
investment |
CoreWeave |
NVIDIA |
$2.0B
|
AI Compute
|
NVIDIA invests $2B in CoreWeave to accelerate buildout of 5GW+ of AI factories by 2030 |
↗ NVIDIA Newsroom
|
| Jan 7, 2026 |
investment |
Valor Compute Infrastructure |
Apollo |
$3.5B
|
AI Compute
|
Apollo funds lead $3.5B capital solution supporting $5.4B acquisition and lease of NVIDIA GB200 GPUs for xAI Grok model training |
↗ Source
|
| Jan 7, 2026 |
investment |
Global Technical Realty |
KKR |
$1.9B
|
Data Center
|
KKR commits $1.5B and Oak Hill Capital ~$400M to expand European data center platform for AI and cloud infrastructure |
↗ Source
|
| Jan 6, 2026 |
funding |
xAI |
- |
$20.0B
@ $230.0B val
|
AI Compute
|
Series E funding to expand Colossus supercomputers (1M+ H100 GPU equivalents) and accelerate Grok 5 development |
↗ Source
|
| Dec 29, 2025 |
acquisition |
DigitalBridge |
SoftBank |
$4.0B
|
Data Center
|
SoftBank acquires DigitalBridge ($108B AUM digital infra manager) at $16/share to scale next-gen AI infrastructure |
↗ DigitalBridge IR
|
| Dec 22, 2025 |
acquisition |
Intersect Power |
Alphabet |
$4.8B
|
Power
|
Alphabet acquires Intersect Power for $4.75B to expand data center capacity and accelerate energy innovation |
↗ Alphabet IR
|
| Nov 18, 2025 |
funding |
Lambda Labs |
- |
$1.5B
|
AI Compute
|
Lambda raises $1.5B Series E from TWG Global and USIT to build Superintelligence Cloud infrastructure |
↗ BusinessWire
|
| Nov 13, 2025 |
funding |
Anysphere |
- |
$2.3B
@ $29.3B val
|
AI Compute
|
Series D for Cursor AI coding platform. ARR exceeded $1B. Fastest SaaS to $100M ARR. 7x valuation in 15 months. |
↗ Source
|
| Nov 3, 2025 |
acquisition |
Boyd Thermal |
Eaton |
$9.5B
|
Cooling
|
Eaton acquires Boyd Thermal from Goldman Sachs AM. Leader in liquid cooling for data centers. 22.5x 2026E EBITDA. $1.5B liquid cooling revenue. |
↗ Source
|
| Oct 24, 2025 |
funding |
Crusoe Energy |
- |
$1.4B
@ $10.0B val
|
AI Compute
|
Crusoe raises $1.375B Series E at $10B+ valuation for AI factory expansion to 45GW pipeline |
↗ Crusoe Newsroom
|
| Oct 15, 2025 |
acquisition |
Aligned Data Centers |
AI Infrastructure Partnership |
$40.0B
|
Data Center
|
AIP (BlackRock GIP, MGX, Microsoft, NVIDIA) acquires from Macquarie. 50 campuses, 5+ GW capacity. Largest DC deal ever. |
↗ Source
|
| Oct 9, 2025 |
funding |
Reflection AI |
- |
$2.0B
@ $8.0B val
|
AI Compute
|
Series B for open-source frontier AI lab founded by ex-DeepMind researchers. Building alternative to OpenAI/DeepSeek. |
↗ Source
|
| Oct 8, 2025 |
funding |
Base Power |
- |
$1.0B
@ $4.0B val
|
Power
|
Series C for distributed battery storage. 100+ MWh deployed in Texas. Largest Series C in energy sector. Protects against data center blackouts. |
↗ Source
|
| Oct 7, 2025 |
investment |
Applied Digital |
Macquarie |
$5.0B
|
Data Center
|
Macquarie Asset Management commits up to $5B in perpetual preferred equity for Applied Digital HPC data centers |
↗ Applied Digital IR
|
| Sep 25, 2025 |
funding |
Nscale |
- |
$1.1B
|
AI Compute
|
Largest Series B in UK/European history. AI infrastructure hyperscaler. Stargate UK partnership with OpenAI/NVIDIA. |
↗ Source
|
| Sep 17, 2025 |
funding |
Groq |
- |
$750M
@ $6.9B val
|
AI Compute
|
Series D for LPU inference chips. 2M+ developers. $1.5B Saudi HUMAIN deal. Doubled valuation from $2.8B to $6.9B. |
↗ Source
|
| Sep 16, 2025 |
funding |
Figure AI |
- |
$1.0B
@ $39.0B val
|
AI Compute
|
Series C for humanoid robotics. 15x valuation increase in 18 months. NVIDIA, Brookfield, Intel Capital investors. |
↗ Source
|
| Sep 10, 2025 |
funding |
PsiQuantum |
- |
$1.0B
@ $7.0B val
|
AI Compute
|
Series E for photonic quantum computing. Building 1M-qubit machine by 2028. Brisbane & Chicago facilities. |
↗ Source
|
| Sep 9, 2025 |
funding |
Mistral AI |
- |
$2.0B
@ $14.0B val
|
AI Compute
|
Series C led by ASML ($1.5B, 11% stake). Largest European AI round ever. Strategic partnership with chip equipment maker. |
↗ Source
|
| Sep 2, 2025 |
funding |
Anthropic |
- |
$13.0B
@ $183.0B val
|
AI Compute
|
Series F at $183B valuation. Run-rate revenue $5B+, up from $1B at start of 2025. 300K+ business customers. |
↗ Source
|
| Aug 19, 2025 |
funding |
Databricks |
- |
$1.0B
@ $100.0B val
|
AI Compute
|
Series K at $100B+ valuation (61% increase from Dec 2024). $3.7B ARR, 50% growth. AI strategy: Agent Bricks, Lakebase. |
↗ Source
|
| Jul 1, 2025 |
funding |
xAI |
- |
$10.0B
@ $200.0B val
|
AI Compute
|
$5B equity + $5B debt. SpaceX invested $2B. Saudi PIF $800M. Funding for Colossus expansion to 800K+ GPUs. |
↗ Source
|
| Jun 17, 2025 |
funding |
Applied Intuition |
- |
$600M
@ $15.0B val
|
AI Compute
|
Series F for autonomous vehicle AI. Defense expansion with EpiSci acquisition. Partnerships with OpenAI, Porsche, Audi. |
↗ Source
|
| Jun 12, 2025 |
investment |
Scale AI |
Meta |
$14.3B
@ $29.0B val
|
AI Compute
|
Meta acquires 49% non-voting stake. CEO Alexandr Wang departs for Meta. Largest minority stake investment by Meta since WhatsApp. |
↗ Source
|
| Jun 5, 2025 |
funding |
Anduril Industries |
- |
$2.5B
@ $30.5B val
|
AI Compute
|
Series G led by Founders Fund ($1B check). Defense tech for AI/autonomous systems. 8x oversubscribed. Arsenal-1 manufacturing facility. |
↗ Source
|
| May 13, 2025 |
funding |
Princeton Digital Group |
- |
$1.2B
|
Data Center
|
$800M project financing (Mumbai, Langfang, Tokyo) + $400M HoldCo loan. Asia AI data center expansion. |
↗ Source
|
| Apr 12, 2025 |
funding |
Safe Superintelligence |
- |
$2.0B
@ $32.0B val
|
AI Compute
|
Ilya Sutskever (ex-OpenAI) startup focused on safe AGI. 6x valuation increase in <1 year. No product yet, ~10 year runway. |
↗ Source
|
| Mar 31, 2025 |
funding |
OpenAI |
- |
$40.0B
@ $300.0B val
|
AI Compute
|
Largest private funding round ever. SoftBank led $30B, Microsoft, Coatue, Altimeter, Thrive joined. Stargate JV with SoftBank/Oracle. |
↗ Source
|
| Mar 27, 2025 |
ipo |
CoreWeave |
- |
$1.5B
@ $23.0B val
|
AI Compute
|
CoreWeave IPO on NASDAQ (CRWV) at $40/share, raising $1.5B with 37.5M shares offered |
↗ PRNewswire
|
| Mar 19, 2025 |
acquisition |
Ampere Computing |
SoftBank |
$6.5B
|
AI Compute
|
SoftBank acquires ARM-based chip designer from Carlyle (59.65%) and Oracle (32.27%). 1,000 semiconductor engineers. |
↗ Source
|
| Mar 18, 2025 |
acquisition |
Wiz |
Google |
$32.0B
|
AI Compute
|
Google's largest acquisition ever. Cloud security platform. $1B+ ARR. Largest Israeli tech exit. All-cash. |
↗ Source
|
| Mar 3, 2025 |
funding |
Anthropic |
- |
$3.5B
@ $61.5B val
|
AI Compute
|
Series E led by Lightspeed ($1B). ARR ~$1.3B. Expects $3B burn in 2025. Total raised $18.2B. |
↗ Source
|
| Feb 20, 2025 |
funding |
Together AI |
- |
$305M
@ $3.3B val
|
AI Compute
|
Together AI raises $305M Series B led by General Catalyst to scale AI Acceleration Cloud |
↗ PRNewswire
|
| Feb 19, 2025 |
funding |
Lambda Labs |
- |
$480M
@ $2.5B val
|
AI Compute
|
Lambda raises $480M Series D to expand AI cloud platform |
↗ BusinessWire
|
| Feb 12, 2025 |
funding |
Harvey |
- |
$300M
@ $3.0B val
|
AI Compute
|
Series D for legal AI. Led by Sequoia. 235 customers in 42 countries. Majority of top 10 US law firms. |
↗ Source
|
| Jan 30, 2025 |
funding |
ElevenLabs |
- |
$180M
@ $3.3B val
|
AI Compute
|
Series C for AI voice/audio. Co-led by a16z and ICONIQ. Strategic investors: Deutsche Telekom, LG, HubSpot. |
↗ Source
|
| Jan 22, 2025 |
funding |
Databricks |
- |
$10.0B
@ $62.0B val
|
AI Compute
|
Series J. $15.3B total with $5.25B credit facility. Meta joined as strategic investor. $3B+ revenue run-rate. |
↗ Source
|
| Jan 10, 2025 |
acquisition |
Calpine |
Constellation Energy |
$26.6B
|
Power
|
Creates America's largest clean energy producer. 60 GW combined. $16.4B equity + $12.7B debt. 7.9x EV/EBITDA. |
↗ Source
|
| Dec 12, 2024 |
funding |
Crusoe Energy |
- |
$600M
@ $2.8B val
|
AI Compute
|
Crusoe closes $600M Series D led by Founders Fund for clean energy-powered AI infrastructure |
↗ GlobeNewswire
|
| Dec 2, 2024 |
funding |
Nebius |
- |
$700M
|
AI Compute
|
Nebius raises $700M strategic equity financing from Accel, NVIDIA, and Orbis to accelerate AI infrastructure rollout |
↗ Nebius Newsroom
|
| Sep 4, 2024 |
acquisition |
AirTrunk |
Blackstone |
$16.0B
|
Data Center
|
Blackstone and CPP Investments acquire AirTrunk for A$24B (~$16B USD) - largest data center deal globally |
↗ Blackstone Press
|
| May 21, 2024 |
funding |
Scale AI |
- |
$1.0B
@ $14.0B val
|
AI Compute
|
Scale AI raises $1B Series F from Amazon, Meta, NVIDIA, Intel Capital, AMD to expand AI data labeling platform |
↗ BusinessWire
|
| May 17, 2024 |
funding |
CoreWeave |
Blackstone |
$7.5B
|
AI Compute
|
CoreWeave secures $7.5B debt financing facility led by Blackstone and Magnetar |
↗ PRNewswire
|
| May 1, 2024 |
funding |
CoreWeave |
- |
$1.1B
|
AI Compute
|
CoreWeave secures $1.1B Series C led by Coatue for next-gen AI cloud computing |
↗ PRNewswire
|