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  Venture Capital

  NY’s data center freeze adds a new risk for AI investors: State regulation

  July 14, 2026

  A one-year pause on data center permitting makes New York state the first to enact a moratorium.

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  Buyouts

  Energy M&A kicks into high gear amid AI’s thirst for power

  July 9, 2026

  Dealmaking reached roughly $217 billion in Q2, growing 5x year-over-year.

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  Space

  VC’s space appetite outlives SpaceX’s IPO as Blue Origin eyes $10B raise

  July 8, 2026

  Bezos is opening his rocket maker to outside investors for the first time in 25 years.

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  Data Centers

  Private capital is taking AI chips off the table

  July 7, 2026

  Asset sales, a scrapped data center mega-campus and a debt-repaying IPO raise questions about whether the top of the market is near.

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  High-Yield Bonds

  PolarDC Nordic bond brings AI data center debt boom to Europe

  May 21, 2026

  The deal is expected to attract international demand due to a substantial yield premium.

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  VC Exits

  Fervo rides data center energy boom with 35% IPO pop

  May 13, 2026

  The energy startup, which develops next-generation geothermal technology, raised $1.89 billion in its upsized IPO.

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  Commentary

  Digital infrastructure vehicles shatter fundraising records

  April 22, 2026

  Private funds raised a record $26B in 2025, new PitchBook data shows.

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  Private Equity

  EQT and data center builder EdgeConneX launch AI investing strategy

  April 21, 2026

  The Stockholm-based PE firm joins peers such as KKR and Blackstone in using a portfolio company as a launchpad for further investment.

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  AI & ML

  VCs continue to pile into AI inference chip startups

  March 30, 2026

  Chip startups focused on the AI workload are the new ‘recurring revenue’ business.

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  Regulation

  Opportunities and risks of White House’s proposed AI policy

  March 20, 2026

  As the White House angles for a lead in regulating AI, there could be upside for AI startups

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  Advanced Computing

  VC may dominate AI computing deals, but PE supplies the capital

  March 17, 2026

  While VCs are funding the experimentation, PE firms are financing the infrastructure.

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  Energy

  Could an underdog energy source help power the AI boom?

  February 4, 2026

  The 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.

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  AI

  Q&A: How Churchill is underwriting the AI-fueled credit boom

  December 15, 2025

  While big money pours into AI infrastructure, the lender remains cautious, according to head of origination Kevin Meyer.

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  Infrastructure

  Brookfield, Qatar form $20B AI joint venture

  December 9, 2025

  The Middle East is ramping up sovereign-backed efforts to develop data centers and computing hubs and expand access to AI technology.

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  AI

  SoftBank in talks to buy DigitalBridge amid digital infrastructure boom

  December 5, 2025

  The Japanese conglomerate is reportedly considering an acquisition of the publicly traded investor with exposure to data centers.

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  Weekend Analysis

  Data center pile-in shows little concern about exits

  November 21, 2025

  Skepticism is growing about what the future holds for hyperscalers’ ambitious AI training projects

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  Data Centers

  DigitalBridge banks $12 billion for AI infrastructure boom

  November 19, 2025

  The digital infrastructure investor’s latest flagship fund bolsters its war chest for investments fueling the AI boom.

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  Energy

  AI power demand fuels PE deals in European energy

  November 11, 2025

  Soaring electricity use driven by data centers, coupled with falling borrowing costs, has spurred investments into the continent’s power grid.

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