https://newsletter.strictlyvc.com/p/meta-to-sell-excess-compute-to-fund-ambitious-cap-ex-buildout
Meta to Sell Excess Compute to Fund Ambitious Cap Ex Buildout
Jul 2, 2026 - Meta tries its hand at selling AI infrastructure, Bending Spoons shares soar 40% in their Nasdaq debut, and the world's largest hula hoop
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https://rileycon.com/project/m3-insurance-office-buildout/
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https://www.theblock.co/news/business/2026-08-28-irens-25-billion-30-billion-ai-buildout-may-have-spooked-investors-bernstein-says-413016
IREN's $25 billion-$30 billion AI buildout may have 'spooked' investors, Bernstein says | The Block
Aug 28, 2026 - Bernstein says the miner’s massive AI capex plan has rattled investors, but rising cloud revenue and faster GPU payback suggest stronger unit economics
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https://podsized.io/podcasts/a16z-show/episodes/the-1-trillion-ai-buildout-state-of-markets-c497edb8-73c0-4ad4-9262-4ded927258a0
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“Eight of the top 10 value companies in the world are US tech companies,” David George opens, setting the stage for a… 5-min read of a 54-min episode.
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https://primefinancial.com/clayton-allisons-top-picks-in-etn-nee-avgo-amid-historic-ai-buildout/
Clayton Allison's Top Picks in ETN, NEE & AVGO Amid Historic AI Buildout
Jan 29, 2026 - CapEx spending and data center spending backs Nvidia (NVDA) CEO Jensen Huang's thesis that the AI buildout could be the "biggest in human history," says...
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https://www.macquarie.com/se/en/insights/supporting-the-buildout-of-an-ai-sovereign-europe-polarise.html
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Internal Developer Platforms IDP Buildout 2026
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https://thepulse.hollandhart.com/post/102o0dy/arizonas-energy-buildout-gets-a-roadmap
Arizona’s Energy Buildout Gets a Roadmap, Andrea Driggs, Janet Howe
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The Scarcest Thing In The AI Buildout Is A Site That Already Has Power | Oklahoma Healthcare Wire
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https://www.dealstreetasia.com/stories/anthropics-518b-ai-buildout-hinges-largely-on-deals-that-cannot-be-cancelled-496620
Anthropic's $518b AI buildout hinges largely on deals that cannot be cancelled
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https://seacoastconstruction.net/the-most-expensive-parts-of-a-restaurant-buildout-and-ways-you-can-save/
The Most Expensive Parts of a Restaurant Buildout (And Ways You Can Save) | Seacoast
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https://altcoingordon.com/financing-hurdles-threaten-nvidia-digital-realty-ai-factory/
Financing Hurdles Threaten Nvidia-Digital Realty AI Factory Buildout
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https://www.wattshappeningtoday.com/agp-article/946533723-illinois-data-center-buildout-could-create-120-000-jobs-by-2035
Illinois data center buildout could create 120,000 jobs by 2035 | Watts Happening Today
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https://energymetalnews.com/2026/10/02/us-battery-buildout-faces-delivery-test-24-gw-plan/
US Battery Buildout Faces a Delivery Test on 24 GW Plan
Oct 2, 2026 - Past delivery rates put US battery additions below the 24 GW plan for 2026, making project completion and ERCOT outlooks critical checks for investors.
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https://www.oklahomapostobserver.com/article/939421173-the-scarcest-thing-in-the-ai-buildout-is-a-site-that-already-has-power
The Scarcest Thing In The AI Buildout Is A Site That Already Has Power | Oklahoma Post Observer
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https://global.morningstar.com/en-eu/stocks/oracle-strong-generative-ai-demand-supports-data-center-buildout
Oracle: Strong Generative AI Demand Supports Data Center Buildout | Morningstar Europe
We think Oracle stock is moderately undervalued.
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Indiana utilities gain ‘right of first refusal’ to build transmission lines amid MISO buildout |...
AES Indiana, CenterPoint Energy, Duke Energy Indiana and Northern Indiana Public Service Co. stand to benefit from the legislation signed into law Monday.
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NAVER, NVIDIA and Brookfield to Expand Korea’s National AI Factory Infrastructure Buildout |...
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https://adjacent.media/signals/chinas-ai-datacenter-buildout-rivals-u-s-scale-and-ambition/
China's AI Datacenter Buildout Rivals U.S. Scale and Ambition
Sep 25, 2026 - China is deploying datacenter capacity at a pace that challenges American assumptions about technological dominance in AI.
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https://vidostream.com/en/news/tech/tech-nvidia-plans-to-invest-up-to-100-billion-in-openai-as-part-of-data-center-buildout-27074.html
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https://www.globalxetfs.com.au/insights/post/indias-eye-of-the-tiger-moment/
India’s 'Eye of Tiger' - AI Infrastructure Buildout | Global X
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Paramount data executive Pradnya P. Sute leads AI and engineering buildout | Tech Times India
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https://www.dynamicsource.com/single-post/sk-hynix-is-undergoing-the-world-s-largest-memory-fab-buildout-betting-720-billion-despite-the-boo
SK Hynix is undergoing the world’s largest memory fab buildout, betting $720 billion despite the...
Sep 15, 2026 - South Korean chip giant SK Hynix is undertaking the world's largest memory fab buildout, committing an unprecedented $720 billion to triple its production...
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https://techcrunch.com/2026/10/21/meta-wants-to-pay-for-its-broad-ai-buildout-with-a-newly-created-class-of-stock/
Meta wants to pay for its broad AI buildout with a newly created class of stock | TechCrunch
Oct 22, 2026 - The social media giant is planning a new stock strategy to help power its broad investments in AI models and services.
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The Scarcest Thing In The AI Buildout Is A Site That Already Has Power | Entertainment Daily Texas
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Sep 3, 2026 - BATON ROUGE, La. — Louisiana has completed federal environmental reviews for broadband projects covering more than 50,000 serviceable locations, clearing
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https://www.globalfinanceobserver.com/agp-article/946533723-illinois-data-center-buildout-could-create-120-000-jobs-by-2035
Illinois data center buildout could create 120,000 jobs by 2035 | Global Finance Observer
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https://kibu.community/largest-infrastructure-buildout-in-human-history-jensen-huang-on-ais-five-layer-cake-at-davos/
“Largest Infrastructure Buildout In Human History”: Jensen Huang on AI’s “Five-Layer Cake” at Davos...
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NaBFID sanctions over ₹3,000 crore in long-term debt financing across four major data centre projects to support surging hyperscale AI compute workloads.
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Market Commentary: Debt Takes Center Stage, From Washington to the AI Buildout - Tungsten Wealth...
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