Deals, capital & companies
Capital flows and the companies driving them — financings, M&A, PPAs, SEC filings, and current equity snapshots for the names building AI infrastructure.
Recent deals & capital
| Company | Event | Date |
|---|---|---|
| Orbital / Anthropic | Redwire Pivoted to Orbital Computing Right as Anthropic Said It Wants Gigawat… | 2026-11-12 |
| Microsoft | Microsoft Vows to Pay Its Own Way to Power Data Centers | 2026-11-11 |
| — | BloombergNEF warned data center gas plants could raise U.S. power emissions 10% | 2026-11-11 |
| Google’s Utah Deal Puts Geothermal Power on the Data Center Map | 2026-11-11 | |
| Scale AI | Consortium to develop 400MW hyperscale AI data center in Oman | 2026-11-11 |
| — | FuelCell Energy Advances AI Data Center Power With New Testbed | 2026-11-11 |
| — | Kraft Group is proposing a $16 billion data center campus in a small Massachu… | 2026-11-11 |
| — | AI datacentres plan on-site power stations on huge scale despite climate risk… | 2026-11-11 |
| — | Utah-Based Startup Raises $500 Million for Modular AI Data Center | 2026-11-11 |
| — | Elon Musk wants to build a s $24 billion gas-powered AI supercomputer in Texa… | 2026-11-11 |
| Hyperscale Data | Hyperscale Data Sells Last Bitcoin, Abandons $100M BTC Treasury Plan To Fund … | 2026-11-11 |
| SoftBank | SoftBank Logs $7 Billion Loss After US Data Center Costs Swell | 2026-11-11 |
| — | Data Center Gas Plants to Lift US Power Emissions 10%, BNEF Says | 2026-11-11 |
| CoreWeave | CoreWeave, Inc. (CRWV) Bond Yields Surged Above 15%: Is Its AI Data Center Ex… | 2026-11-10 |
| Anthropic | Anthropic inks $3.4 billion deal for gas-powered data centers to secure AI au… | 2026-11-10 |
| Hyperscale Data | Calibrant Energy Secures $145 Million in Project Financing, Including Battery… | 2026-11-10 |
| — | Musk seeking tax breaks for $24B data center in SpaceX's hometown | 2026-11-10 |
| — | Application filed for $8bn data center project in Quanah, Texas | 2026-11-10 |
| SoftBank | SoftBank and Grab plan US$1.85 billion investment in Malaysian AI infrastructure | 2026-11-10 |
| Fluidstack | Fluidstack begins construction of 99-acre data center campus in Wythe County,… | 2026-11-10 |
| Are data centers really paying their share? AES Indiana’s Google deal highlig… | 2026-11-10 | |
| — | SpaceX to Build $24B TX Data Center & Gas Plant: Stock Worth a Bet? | 2026-11-10 |
| SoftBank | SoftBank swung to a $7 billion loss on U.S. data center write-down | 2026-11-10 |
| — | PPL advanced stage data center pipeline hits 35GW in Pennsylvania | 2026-11-10 |
| Vertiv | Vertiv partners with Infineon to scale power semiconductors for AI data centers | 2026-11-10 |
| SoftBank / Intel | SoftBank swings to $7 billion loss after U.S. data center hit and Intel share… | 2026-11-10 |
| Vertiv | Anthropic's S-1 Says It Will Expand Its Data Center Footprint. Here's Who Cou… | 2026-11-10 |
| Southern Company | AI Boom Fuels Southern Company's Data Center Power Usage Growth | 2026-11-10 |
| — | Milei plots data center buildout in Patagonia | 2026-11-10 |
| — | The STEM Practice Company Announces Plans to Expand Community AI Data Centers… | 2026-11-10 |
| — | SpaceX plans $24 billion gas power plant, data center project in Texas | 2026-11-09 |
| — | SpaceX is proposing a $24 billion data center and gas plant in Texas | 2026-11-09 |
| Anthropic | Anthropic signs $3.4bn gas generator deal to support 1.7GW of data center power | 2026-11-09 |
| Anthropic | Anthropic agreed to pay $3.4 billion for gas generators to power its data cen… | 2026-11-09 |
| — | Sponsored: EPG Modular Data Center marks topping-out of its US$120 million Ma… | 2026-11-09 |
| — | Former US DOE staffers launch modular data center firm Mavria | 2026-11-09 |
| Stargate | China builds massive 800-megawatt AI data center campus to rival US Stargate … | 2026-11-09 |
| Alphabet | Bloom Energy Stock Fell 16% on the Same Day 2 Giant Data Center Deals Named I… | 2026-11-09 |
| Anthropic | Anthropic strikes $3.4B generator deal to secure data center power: FT (ANT:P… | 2026-11-08 |
| Alphabet's $15 Billion Investment in Malaysia Data Centers Shows That Midterm… | 2026-11-08 |
SEC filings
| Company | Form | Date |
|---|---|---|
| CoreWeave, Inc. CRWV | 10-Q | 2026-11-12 |
| IRON MOUNTAIN INC IRM | 8-K | 2026-11-05 |
| Core Scientific, Inc./tx | 10-Q | 2026-11-05 |
| IREN Ltd IREN | 8-K | 2026-11-05 |
| Core Scientific, Inc./tx | 8-K | 2026-11-05 |
| IRON MOUNTAIN INC IRM | 10-Q | 2026-11-05 |
| Hut 8 Corp. HUT | 8-K | 2026-11-04 |
| TERAWULF INC. WULF | 8-K | 2026-11-04 |
| MODINE MANUFACTURING CO MOD | 8-K | 2026-11-03 |
| DIGITAL REALTY TRUST, INC. | 8-K | 2026-10-29 |
| AIB Data Centers Inc. AIB | 8-K | 2026-10-28 |
| EQUINIX INC EQIX | 10-Q | 2026-10-28 |
| Vertiv Holdings Co VRT | 8-K | 2026-10-27 |
| Anthropic, PBC | S-1 | 2026-10-26 |
| AIB Data Centers Inc. AIB | 8-K | 2026-10-20 |
| Hyperscale Data, Inc. | 8-K | 2026-10-13 |
Power Supply Deals & Activity
PPA · nuclear · gas · SMR · fuel-cell · turbineSupply-side activity for AI data-center power — classified from our news feed and recent SEC filings by energy/nuclear/SMR filers. “Filing” rows are supply-side positioning, not confirmed contracts.
AI infrastructure equities
| Ticker | Company | Price | Change |
|---|---|---|---|
| NVDA | NVIDIA | $194.83 | ↓ 1.17% |
| AVGO | Broadcom | $360.45 | ↓ 1.44% |
| EQIX | Equinix | $1,002.02 | ↓ 2.59% |
| DLR | Digital Realty | $173.30 | ↓ 1.55% |
| CRWV | CoreWeave | $81.75 | ↓ 5.25% |
| VRT | Vertiv | $300.53 | ↓ 3.00% |
6 tracked equities · quotes via Massive Market Data, refreshed hourly
Frontier AI company financials Epoch AI
| Company | Revenue (ann.) | Valuation | Funding | Staff |
|---|---|---|---|---|
| Anthropic | $71.0B | $965B | $139B | 5,300 |
| OpenAI | $50.0B | $852B | $183B | 4,500 |
| xAI | $208M | $113B | $37.0B | 900 |
| DeepSeek | $1.0B | $90.0B | $23.4B | 300 |
| Z.ai (Zhipu) | $284M | $39.4B | $558M | 981 |
| MiniMax | $150M | $37.2B | $619M | 568 |
| Mistral AI | $1.0B | $24.0B | $6.5B | 350 |
| — | — | — | 6,000 | |
| Cohere | $240M | — | — | — |
| Meta | — | — | — | — |
| Moonshot AI | $1.0B | — | — | — |
Revenue is an annualized run-rate (not realized GAAP revenue); valuations are private-market estimates. Latest reported figures · source: Epoch AI, “Data on AI Companies” (CC BY 4.0)
Full deals database, fundamentals & screening
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About AI data-center deals, capital & companies
The AI data-center buildout is among the most capital-intensive infrastructure cycles in a generation — debt offerings, equity raises, M&A, and power-purchase agreements (PPAs) all feed it. datacenters.builtfor.ai tracks 40 recent deals and 16 SEC filings, plus current equity snapshots for 6 public AI-infrastructure names (NVDA, AVGO, EQIX, DLR, CRWV, VRT), refreshed hourly via Massive Market Data and SEC EDGAR.
Capital follows power and policy: the same names appear in our grid & power coverage and the policy tracker. Nothing here is investment advice — see our disclaimer and methodology.