Market Pulse
Featured Story
Oracle-Linked $18 Billion AI Data Center Loans Come Under Pressure, FT Reports
Oracle-linked AI data center Project Jupiter loans totaling $18 billion face selling pressure as credit concerns and New Mexico permitting disputes weigh, the F...
Virginia Curbs State Support for Large Data Centers, Plans Tighter Rules
Virginia restricts state assistance for new data centers of at least 25 megawatts as Spanberger proposes tougher energy, environmental and approval rules. ...
1d ago
Nscale’s IPO Filing Reveals $103B in AI Contracts with Heavy Funding Needs
Nscale’s IPO filing reveals $140.6 million in first-half revenue, $103.4 billion in AI customer contracts and $27.5 billion in equipment and construction commit...
2d ago
Data Center Power-Cost Bill Stalls in Senate Over Enforcement Dispute
A bipartisan bill aimed at shielding households from the electricity infrastructure costs of AI data centers stalled in the US Senate on Thursday after a senior Democrat objected that it would leave protections optional.
3d ago
Crusoe Secures $3.9 Billion Series F at $30.9 Billion Valuation to Scale AI Factory Operations
Vertically integrated AI infrastructure provider Crusoe announced the initial closing of a $3.9 billion Series F funding round today, achieving a $30.9 billion post-money valuation. The oversubscribed round was co-led by Atreides Management, Mubadala Capital, and Valor Equity Partners, with participation from NVIDIA, Founders Fund, GIC, Qatar Investment Authority, Radical Ventures, and TPG.
4d agoEIF Speaker Series
Interviews
New“Bitcoin Is Becoming Increasingly Boring” with Lisa Hough
EIF Speaker Series features Big Digital Energy board director Lisa Hough on why AI infrastructure is becoming a land, energy and permitting business and why bit...
‘Inference Could Shift the AI Compute Mix’ with Paul Golding
EIF Speaker Series features Macquarie senior analyst Paul Golding on why AI inference could shift the compute mix beyond GPUs and why bitcoin may still have str...
‘AI’s Real Buildout Has Barely Begun’ with NG Zhang
EIF Spotlight features Canaan’s NG Zhang on why the current AI boom feels like the early years of bitcoin mining. ...
“Bitcoin the Ultimate Flexible Consumer of Energy” with Sean McDonough
EIF Speaker Series features New West Data CEO Sean McDonough on why energy access may decide the AI infrastructure race and why bitcoin remains a flexible tool ...
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