CoreWeaveCRWV
2027 capacity "nearly all sold"
News · last 30 days · 14 Sep – 14 Oct 2026
What moved the AI-infrastructure market, with the number that matters.
Twelve sector topics and every covered company. Each item is our own one-line summary with its key figure, a link to the source, and a tag for who it matters to most. Single-source items are flagged.
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Sector news
84 sector items and 105 company items, newest first. Filter by topic or by who the item matters to most.
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Showing 40 of 189 items.
- Company news
- Supply chain
3C merges with Datalec to form a liquid-cooling and services platform with more than $400m revenue
FOR: COMPUTE SUPPLIERSINGLE SOURCE
- EPC & construction
ABC: contractors with data-center work report 11.3 months of backlog
FOR: EPC / BUILDERSINGLE SOURCE
- Chips & memory
ASML: proposed MATCH Act ban on DUV immersion tools to China would backfire
FOR: POLICYMAKER
- Company news
Barclays downgrades to Equal Weight with a $574 target (from $603)
FOR: INVESTOR
- Policy
BlackRock's Fink: "If we have a moratorium… we will be in a recession"
FOR: INVESTORSINGLE SOURCE
- Financings
- Financings
Data-center ABS issuance reached $38.4bn by August, against $24.1bn a year earlier
FOR: LENDERSINGLE SOURCE
- Hyperscaler capex
Dell'Oro: data-center physical infrastructure (DCPI) market +27% y/y to $14bn in 2Q26
FOR: COMPUTE SUPPLIER
- Sovereign AI
EU InvestAI (€20bn) has drawn 77 gigafactory proposals across 16 member states
FOR: POLICYMAKER
- Company news
- Company news
- Company news
- Company news
- Company news
- Macro & rates
Hot September CPI
FOR: INVESTOR
- Chips & memory
JPMorgan: memory shortage about 20% in 2026, 19% in 2027 and 15% in 2028
FOR: COMPUTE BUYERSINGLE SOURCE
- Company news
- Company news
Michael Dell: the memory shortage may be "a four-year problem"
FOR: COMPUTE BUYER
- Sovereign AI
Nvidia commits $250m of compute over 5 years to UK AI-safety research
FOR: COMPUTE SUPPLIER
- EPC & construction
NY Fed's Williams: AI demand is pushing up chip costs and construction labour costs
FOR: POLICYMAKERSINGLE SOURCE
- Power & grid
Pennsylvania PUC study finds a PJM shortfall of 6.8GW
FOR: POLICYMAKERSINGLE SOURCE
- Policy
Politico: local opposition has stalled or cancelled at least 157 US data-center projects
FOR: POLICYMAKERSINGLE SOURCE
- Company news
Prices $850m of 0% convertibles due 2032 (conversion about $15.31, 35% premium)
FOR: LENDER
- Company news
SemiAnalysis: MI355X about 9% cheaper per inference than B200 in some latency settings
FOR: COMPUTE BUYER
- Company news
Sydney power crunch puts a pipeline of more than A$50bn at risk; NXT falls in the chip rout
FOR: OPERATOR
- Company news
- EPC & construction
US construction labour deficit of 349k in 2026, rising to 456k in 2027 (ABC)
FOR: EPC / BUILDER
- Company news
WSJ: OpenAI head of compute Sachin Katti to leave next month
FOR: COMPUTE BUYERSINGLE SOURCE
- Company news
AMD provides credit support for Fermi's 222MW Project Matador phase 1
FOR: LENDER
- Company news
Anchor customer at VOLT Rotterdam (€7bn, up to 200MW)
FOR: COMPUTE BUYERSINGLE SOURCE
- Neocloud contracts
Axe Compute (AGPU) lists with a $3.45bn take-or-pay GPU backlog
FOR: INVESTOR
- Company news
Cipher DigitalCIFRAlphabetGOOGLFluidstack
Barber Lake lease amendment adds $5.2bn of contracted revenue and doubles the base term to 20 years
FOR: OPERATOR
- Hyperscaler capex
Capex projected at up to $800bn in 2026 and $1.2tn in 2027
FOR: LENDER
- Company news
- Company news
El Paso Electric agreement: $10m a year for 10 years take-or-pay plus up to $55m a year of credits
FOR: POLICYMAKER
- Company news
- Chips & memory
IDC: Nvidia's China AI-chip share fell to 34% in 1H26 from 44%
FOR: COMPUTE SUPPLIER
- Company news
- Sovereign AI
Our own summaries with the key number, never article text. Sources link to the original reporting. Single-source items are flagged; every item is approved by the analyst before it is published. Not investment advice.
Company news
Every covered name and tracked private company has a page: its news, its deals, its baskets and, for listed names, the latest exchange close. 54 pages in all.
Latest company items
Barclays downgrades to Equal Weight with a $574 target (from $603)
- IRENIREN
Falls 10.8% to $31.05, near its 52-week low
- CoherentCOHR
Falls 7% to $269 on AI-funding fears
- LumentumLITE
Falls 7% to $920 in the optical sell-off
- MicrosoftMSFT
Lease commitments up about $130bn
- Cipher DigitalCIFR
Prices $850m of 0% convertibles due 2032 (conversion about $15.31, 35% premium)
SemiAnalysis: MI355X about 9% cheaper per inference than B200 in some latency settings
- NEXTDCNXT
Sydney power crunch puts a pipeline of more than A$50bn at risk; NXT falls in the chip rout
Company pages by basket
Baskets are tags, so a name can appear in more than one group. Pending listings are excluded from returns until their first trading day.
Hyperscalers
- MicrosoftMSFT6 items · 1 deal
- AlphabetGOOGL9 items
- AmazonAMZN6 items
- Meta PlatformsMETA9 items
- OracleORCL7 items
Semiconductors and memory
- NVIDIANVDA15 items · 1 deal
- Advanced Micro DevicesAMD6 items
- BroadcomAVGO4 items
- Marvell TechnologyMRVL1 item
- Taiwan Semiconductor Manufacturing (ADR)TSM5 items
- Micron TechnologyMU3 items
Pure-play neoclouds
- CoreWeaveCRWV9 items
- Nebius GroupNBIS7 items
Miner-to-HPC converts
- IRENIREN4 items
- Core ScientificCORZ1 item
- Cipher DigitalCIFR2 items
- TeraWulfWULF2 items
- Hut 8HUT2 items
- CleanSparkCLSK3 items
- Galaxy DigitalGLXY1 item
Servers, networking and optics
- Super Micro ComputerSMCI3 items
- Dell TechnologiesDELL2 items
- Arista NetworksANET2 items
- CienaCIEN2 items
- CoherentCOHR2 items
- LumentumLITE4 items
Power and electrical
- VistraVST5 items
- Constellation EnergyCEG6 items
- GE VernovaGEV3 items
- VertivVRT3 items · 1 deal
- EatonETN3 items · 1 deal
Datacentre REITs
- EquinixEQIX1 item
- Digital RealtyDLR3 items
- Keppel DC REITAJBU1 item · 1 deal
AI Data Centers
- Galaxy DigitalGLXY1 item
- Applied DigitalAPLD2 items
- GDS HoldingsGDS3 items
- NEXTDCNXT2 items
- DayOne Data CentersDODCpending listing3 items · 1 deal
AI Factories
- CoreWeaveCRWV9 items
- Nebius GroupNBIS7 items
- IRENIREN4 items
- NscaleNSCLpending listing3 items · 1 deal
Datacentre equipment
- Schneider ElectricSU0 items
- Johnson ControlsJCI0 items
- Trane TechnologiesTT0 items
- nVent ElectricNVT0 items
- Modine ManufacturingMOD0 items
Datacentre construction
- Quanta ServicesPWR0 items
- EMCOR GroupEME0 items
- Comfort Systems USAFIX0 items
- Sterling InfrastructureSTRL0 items
- MasTecMTZ0 items
- Primoris ServicesPRIM0 items
Tracked private companies
- Crusoe5 items
- Lambda4 items
- Fluidstack4 items
- OpenAI Stargate5 items
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