The AI boom is about to become the biggest capital markets event in decades. JPMorgan analysts project $5-7 trillion in infrastructure spending, with data centers consuming unprecedented power and requiring funding from every corner of finance.
Salesforce is expanding its environmental strategy with a major water conservation initiative. The plan targets data center efficiency, clean power, and watershed restoration in Brazil and Mexico ahead of COP30.
CoreWeave is facing significant headwinds as supply chain issues impact its growth trajectory. The company’s full-year revenue guidance disappointed analysts despite beating Q3 expectations.
AI data centers require power loads of 50-100kW per rack compared to just 5-10kW a decade ago. This shift is creating entirely new deal structures and partnerships between tech giants, developers, and investors. The legal landscape has become a high-wire act requiring sophisticated risk management.
Telmex is expanding its data center footprint with a new facility in northeastern Mexico. The project is part of the company’s strategy to strengthen its national data network for industrial sectors.
Another major data center project is coming to Finland, this time in Hämeenlinna. A Nordic ownership group has reserved land for a 120MW campus focused on renewable energy and heat recovery. The development continues Finland’s rapid expansion as a data center hub.
New Era Energy & Digital has secured land in Lea County, New Mexico for a 3,500-acre data center campus. The project calls for over 2 gigawatts of natural gas generation and 5+ gigawatts of nuclear power to fuel AI operations. First power from gas units is expected by 2028.
The GPU-as-a-service market has exploded with neoclouds raising over $32 billion in debt financing. But this circular economy depends heavily on unprofitable companies like OpenAI and faces serious bubble risks as hardware depreciates rapidly.
Despite the pending Salesforce acquisition, Informatica’s cloud business shows strong momentum with accelerating growth across multiple metrics. The data management vendor reported 29.5% year-over-year cloud subscription ARR growth in Q3.
Global server shipments jumped 8% quarter-on-quarter in Q3 2025, smashing previous forecasts. The surge was driven by US cloud providers increasing purchases by 13% as they race to build AI infrastructure.
