Data center

Artificial Intelligence

Anthropic, OpenAI Team with Private Equity to Rev Up AI Adoption

Photo via Vincent Isore/ZUMAPRESS/Newscom

OpenAI’s joint venture with private equity giants will turn some 2,000 portfolio companies into potential AI adopters.

2 min read

Photo via IMAGO/Gonzales Photo/Thomas Rasmussen/IMAGO/Gonzales Photo/Newscom

Private Equity

Blackstone Sets Up New Division to Capitalize on AI Boom

The firm is investing in the plumbing that makes AI innovations possible, such as data centers and energy and digital infrastructure.

1 min read
Photo via Tom Williams/CQ Roll Call/Newscom

Big Tech

Meta Lags Rival Hyperscalers as Investors Grow Wary of Surging CapEx

Meta is planning a spending spree later in this year, raising its expected annual capital expenditures from $115 billion to $135 billion.

2 min read
Photo via IMAGO/Vernon Yuen/IMAGO/Nexpher Images/Newscom

Private Equity

Blackstone Shrugs off Private Credit Concerns amid AI Focus

Concerns of AI disruption for software firms is had had investors yanking money from private credit funds, including Blackstone’s BCRED.

2 min read

Industrials

Cruel Summer Proves Kind to Madison Air in Largest Industrial IPO of 2000s

Photo via April Aire

Madison Air makes climate-control products for both homes and businesses, including brands such as AprilAire and Nortek Data Center Cooling.

1 min read

Artificial Intelligence

Nvidia’s GTC Highlights Power-Hungry Chips’ Need for Energy-Efficient Solutions

Photo via Nvidia

Like phones and laptops, artificial intelligence data centers have to be kept below a certain temperature to keep running.

2 min read

Blockchain

Morgan Stanley Begins Coverage Of Bitcoin Miners As Wider Infrastructure Plays

Photo via David Becker/ZUMAPRESS/Newscom

The bank assigned overweight ratings to Cipher Mining and TeraWulf and a more cautious underweight rating to Marathon Digital.

2 min read

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