Data Centers
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High-Yield BondsPolarDC Nordic bond brings AI data center debt boom to Europe
May 21, 2026The deal is expected to attract international demand due to a substantial yield premium.Article
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VC ExitsFervo rides data center energy boom with 35% IPO pop
May 13, 2026The energy startup, which develops next-generation geothermal technology, raised $1.89 billion in its upsized IPO.Article
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CommentaryDigital infrastructure vehicles shatter fundraising records
April 22, 2026Private funds raised a record $26B in 2025, new PitchBook data shows.Article
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Private EquityEQT and data center builder EdgeConneX launch AI investing strategy
April 21, 2026The Stockholm-based PE firm joins peers such as KKR and Blackstone in using a portfolio company as a launchpad for further investment.Article
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AI & MLVCs continue to pile into AI inference chip startups
March 30, 2026Chip startups focused on the AI workload are the new ‘recurring revenue’ business.Article
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RegulationOpportunities and risks of White House’s proposed AI policy
March 20, 2026As the White House angles for a lead in regulating AI, there could be upside for AI startupsArticle
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Advanced ComputingVC may dominate AI computing deals, but PE supplies the capital
March 17, 2026While VCs are funding the experimentation, PE firms are financing the infrastructure.Article
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EnergyCould an underdog energy source help power the AI boom?
February 4, 2026The geothermal industry says there’s a vast untapped energy source just underneath the Earth’s surface, and that AI could help us find and benefit from it.Article
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AIQ&A: How Churchill is underwriting the AI-fueled credit boom
December 15, 2025While big money pours into AI infrastructure, the lender remains cautious, according to head of origination Kevin Meyer.Article
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InfrastructureBrookfield, Qatar form $20B AI joint venture
December 9, 2025The Middle East is ramping up sovereign-backed efforts to develop data centers and computing hubs and expand access to AI technology.Article
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AISoftBank in talks to buy DigitalBridge amid digital infrastructure boom
December 5, 2025The Japanese conglomerate is reportedly considering an acquisition of the publicly traded investor with exposure to data centers.Article
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Weekend AnalysisData center pile-in shows little concern about exits
November 21, 2025Skepticism is growing about what the future holds for hyperscalers’ ambitious AI training projectsArticle
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Data CentersDigitalBridge banks $12 billion for AI infrastructure boom
November 19, 2025The digital infrastructure investor’s latest flagship fund bolsters its war chest for investments fueling the AI boom.Article
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EnergyAI power demand fuels PE deals in European energy
November 11, 2025Soaring electricity use driven by data centers, coupled with falling borrowing costs, has spurred investments into the continent’s power grid.Article
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PoliticsOne gubernatorial race looms large over the world’s data center capital
November 3, 2025The next governor of Virginia will have a lot of impact on the future of the state’s data center industry.Article
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M&ADeregulation and AI fuel mega-deal rebound in 2025
October 29, 2025The volume of M&A deals valued at more than $1 billion hit $1.7 trillion through September, matching full-year 2024.Article
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Private EquityMeta, Blue Owl data center JV puts investor protections in the spotlight
October 22, 2025Meta is unlocking billions of dollars for its Hyperion data center buildout through a joint venture with Blue Owl—but how are investors in the deal protected?Article
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InfrastructureArdian raises record $20B for infrastructure platform amid increased US investor demand
October 16, 2025Investment vehicles include Paris-based PE firm’s flagship fund which almost doubled in size from its predecessor.Article
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