AI Infrastructure
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financeBlackRock Shifts to Neutral on US and Japanese Equities
BlackRock Investment Institute cites macro risks and favors AI-driven infrastructure plays over traditional markets.
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techStarcloud Raises $170M at $1.1B Valuation for Space-Based Data Centers
Space compute startup aims to deploy GPU-loaded satellites as orbital data centers, betting on future rocket economics.
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techTech Layoffs Hide Massive Money Transfer from Workers to Infrastructure
Major tech firms cut 45,000+ jobs while spending billions on AI infrastructure, revealing systematic shift from labor to capital investment.
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techMicrosoft Secures 900 MW AI Campus in Abilene, Texas
Crusoe Energy expands its Abilene site to 2.1 GW total capacity with a new Microsoft-backed AI campus targeting mid-2027 operations.
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financeMARA Sells $1.1B in Bitcoin to Slash Debt and Bolster Balance Sheet
MARA Holdings sells 15,133 BTC to repurchase $1B in convertible notes at a discount, cutting debt by 30% and reducing dilution risk.
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cryptoObex Deploys $1B to Link Sky’s USDS Stablecoin to Real-World AI, Energy, and Housing Assets
Framework-backed Obex allocates $1 billion to tokenize real-world assets-AI infrastructure, energy, housing-to generate yield for Sky’s USDS stablecoin.
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financeGoldman Sachs Executive Sees Opportunity in Asset-Heavy Sectors
John Storey of Goldman Sachs sees resilience in equities and emphasizes asset-heavy sectors like data centers and defense.
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financeNebius Secures $4.3B in Debt to Fuel AI Infrastructure Push
European AI infrastructure leader Nebius raises $4.34 billion in convertible debt, backed by major deals with Meta and Nvidia, to fund its $20 billion capital spend through 2026.