Capri EGM

Nokia CEO says AI data center demand remains strong despite supply constraints. AI customers would build data centers “2x faster” if they could.

https://www.cnbc.com/2026/10/05/nokia-ai-data-center-buildout.html

Nokia CEO says data centers would be built '2x faster' without supply constraints The Nokia CEO's comments underscores continued demand for AI even as top executives debate slowing down the pace of development.

U.S. tech giants like Alphabet, Microsoft, Meta, Amazon to spend around $1 trillion next year on AI infrastructure, JPMorgan Chase CEO Jamie Dimon.

https://www.cnbc.com/2026/09/26/china-us-ai-data-centers.html

China wants in on U.S. AI data center boom. Here's why Chinese data center manufacturers see U.S. AI infrastructure demand as an opportunity, but roadblocks remain

Hyperscalers have locked in a trillion dollars for AI infrastructure.

https://247wallst.com/investing/2026/09/22/the-ai-buildout-collision-1-trillion-in-committed-spending-meets-a-3-year-energy-wall/

The AI Buildout Collision: $1 Trillion in Committed Spending Meets a 3-Year Energy Wall A trillion dollars for AI infrastructure is locked in, but warnings from energy and hardware insiders point to the same crisis forming.

Google investing €13 billion ($15.1 billion) in AI infrastructure in Finland.

https://www.dw.com/en/finland-google-announces-13-billion-ai-energy-investment/a-79208034

Finland: Google announces €13 billion AI, energy investment Google has announced a plan to expand AI data centers and buy massive amounts of nuclear energy. Finland's security services have warned of there are risks, but the right-wing government says the deal will bring jobs.

AI’s exponential growth is making nuclear energy essential infrastructure.

https://www.techtarget.com/it-infrastructure/feature/Powering-AIs-future-The-case-for-nuclear-energy-in-data-centers

Powering AI's future: The case for nuclear energy in data centers | TechTarget Explore how nuclear energy can address the AI data center energy crisis, providing reliable, carbon-free power essential for modern, demanding workloads.

OpenAI building world's biggest AI data center in Ohio. Nvidia investing $1.5B in site's owner.

https://www.hpcwire.com/off-the-wire/nvidia-invests-1-5b-in-sb-energy-secures-ohio-ai-infrastructure-for-openai/

NVIDIA Invests $1.5B in SB Energy, Secures Ohio AI Infrastructure for OpenAI - HPCwire SANTA CLARA, Calif. and REDWOOD CITY, Calif., Aug. 17, 2026 — NVIDIA today announced that it has secured land, power and shell (LPS) capacity through a partnership with SB Energy at the PORTS-Pike Technology Campus in Pike County, Ohio, to host NVIDIA compute. OpenAI will be the customer. SB Energ...

New financing platforms turn NVIDIA Compute and Full-Stack AI Infrastructure Into an investable asset class for Global Capital.

https://nvidianews.nvidia.com/news/nvidia-partners-with-apollo-blackrock-blackstone-brookfield-goldman-sachs-and-kkr-to-establish-ai-compute-infrastructure-financing-platforms-to-mobilize-over-500-billion-of-third-party-capital

NVIDIA Partners With Apollo, BlackRock, Blackstone, Brookfield, Goldman Sachs and KKR to Establish AI Compute Infrastructure Financing Platforms to Mobilize Over $500 Billion of Third-Party Capital NVIDIA today announced strategic partnerships to establish independent compute financing platforms with Apollo, BlackRock, Blackstone, Brookfield, Goldman Sachs and KKR to mobilize over $500 ...

Company co-founded by Dell Technologies CEO Michael Dell’s son plans to build and install batteries in residential backyards as artificial intelligence data centers puts increased demand on power grids.

https://www.the-independent.com/news/world/americas/zach-dell-base-power-battery-backyards-b3026813.html

Michael Dell’s son founds company to put battery storage in everyone’s backyards Base recently secured $1 billion in funding, bringing its valuation $13 billion

Bundesfeier – Swiss National Day. Enduring institutions and long horizons. Best wishes to our Swiss friends.

Data centers being built to absorb disruptions.

https://techcrunch.com/2026/07/25/one-fallen-power-line-exposed-a-growing-ai-data-center-problem-heres-how-to-fix-it/

One fallen power line exposed a growing AI data center problem — here's how to fix it | TechCrunch A close call in Northern Virginia revealed just how poorly data centers respond to grid disruptions. Here's how to fix the problem.