Data Centers

The AI Infrastructure Supercycle: Why Blackstone and Private Equity Are Pouring Billions Behind Anthropic and the Physical Compute Stack

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A narrow corridor inside a modern enterprise data center flanked by tall racks of high-density servers, networking switches, and overhead cable trays.

1. Introduction — The Money Is Following Enterprise AI Enterprise AI infrastructure is rapidly becoming the recipient of massive institutional capital, as the world’s largest asset allocators look beyond software equities to fund the physical chassis of artificial intelligence. For the past three years, the narrative surrounding artificial intelligence has been dominated by the software … Read more

NVIDIA AI Server Prices to Rise More Than 15% as Memory Crisis Deepens

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NVIDIA headquarters building and logo sign in Santa Clara, California

If you thought the race to build out AI data centers was already eye-wateringly expensive, things are about to get steeper. NVIDIA has reportedly started notifying its biggest customers that AI server systems shipping in early 2027 will see price hikes exceeding 15%. For massive infrastructure operators ordering thousands of accelerators at a time, this … Read more