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 |
|---|---|---|
| Nvidia / KKR | Samsung to inject $1 billion into Nvidia- and KKR-backed AI infrastructure firm | 2026-09-29 |
| Amazon | Amazon to acquire two data centers in Hong Kong | 2026-09-29 |
| — | Samsung Invests $1 Billion in US AI Infrastructure Firm Helix | 2026-09-29 |
| Lambda | Lambda plans data center in Oklahoma | 2026-09-29 |
| Broadcom | Hybrid Photonic Integrated Circuit Market Size, Share, Growth, and Forecast, … | 2026-09-29 |
| — | Samsung Group to invest US$1 billion in AI infrastructure company Helix | 2026-09-29 |
| Alphabet | Crusoe Developing Data Center Campus in Armstrong County, Texas | 2026-09-28 |
| Meta / Vantage | Can Meta’s C$13 Billion Alberta Bet Strengthen its AI Infrastructure Advantage? | 2026-09-28 |
| Vertiv | Vertiv expands data center kit manufacturing capacity in Slovakia | 2026-09-28 |
| Google / Orbital | Google sets 'Suncatcher' AI orbital data center test launch for March 1 | 2026-09-28 |
| Scale AI | Broken promises, confiscated land: the hyperscale AI datacentre being built i… | 2026-09-26 |
| — | Whoosh Go Orders At U.S. Manufacturers Of 'Core Capital Goods,' Fueled By AI … | 2026-09-26 |
| Crusoe | Crusoe abandons $1.25B plan to use Boom turbines at AI data centers | 2026-09-25 |
| Google’s AI Data Centers Become Grid Partners | 2026-09-25 | |
| — | New Jersey datacenter fined $1.1m after visual investigation showed dozens of… | 2026-09-25 |
| Oracle | Oracle’s Collapse–$200 Billion In Data Center Shut Downs | 2026-09-25 |
| Microsoft | New Jersey hits Microsoft-linked AI data center with record fine for 62 unper… | 2026-09-25 |
| — | INV Stock Drop Alert: Innventure Stock Plummets 55% after Data Center Deal Ca… | 2026-09-25 |
| Google / Orbital | Google's orbital AI data center test packs four TPUs and 1,000W of solar powe… | 2026-09-25 |
| — | DOE unveils $1.9bn in funding for 31 grid upgrade projects to speed data cent… | 2026-09-25 |
| Applied Digital | Applied Digital reveals $3.2bn Delta Forge 2 AI data center will be built in … | 2026-09-25 |
| Vertiv | Vertiv to acquire data center fluid management firm King Environmental Services | 2026-09-25 |
| Google is set to launch a small AI data center into space | 2026-09-25 | |
| Project Suncatcher: Google to launch first space data center test in orbit ne… | 2026-09-25 | |
| Meta | Texas Electric Utility Only Considered Gas to Power $10 Billion Meta Data Center | 2026-09-24 |
| Vertiv | Will Vertiv Holdings (VRT)’s $1.45 Billion UIG Deal Accelerate its AI Infrast… | 2026-09-24 |
| Amazon | Amazon-Generac Deal Puts Backup Power in the AI Infrastructure Spotlight | 2026-09-24 |
| — | New Jersey fines data center $1.1M after drone pics expose 62 gas generators | 2026-09-24 |
| Oracle | Oracle Declares Force Majeure on $165 Billion Project Jupiter Data Center | 2026-09-24 |
| — | BlackRock, IFM close in on $25 billion Stack data center deal, Bloomberg News… | 2026-09-24 |
| — | Data Center Is Fined $1.1 Million for Operating 62 Power Generators | 2026-09-24 |
| Oracle | Oracle Wants Protection If Its AI Data Center Is Delayed. Here's What That Ch… | 2026-09-24 |
| Oracle | Oracle triggers 'force majeure' on data center project over power delays, sou… | 2026-09-24 |
| Oracle | Oracle sends 'force majeure' notice about data center project — sto… | 2026-09-24 |
| Google To Launch Experimental Satellite To Test AI Data Center In Space | 2026-09-24 | |
| Alphabet | Google Is Taking a Major Step Forward Toward Space-Based AI Data Centers | 2026-09-24 |
| Google is sending a teensy-tiny AI data center to space | 2026-09-24 | |
| Google / Orbital | Google’s first Suncatcher orbital data center test launches October 1 | 2026-09-24 |
| Oracle / Blue Owl | Oracle issues force majeure notice to Blue Owl following series of setbacks a… | 2026-09-24 |
| Oracle | Stock Market Today, Sept. 24: Oracle Stock Dips As it Issues Force Majeure No… | 2026-09-24 |
SEC filings
| Company | Form | Date |
|---|---|---|
| Hut 8 Corp. HUT | 8-K | 2026-09-28 |
| Hyperscale Data, Inc. | 8-K | 2026-09-18 |
| CoreWeave, Inc. CRWV | 8-K | 2026-09-17 |
| AIB Data Centers Inc. AIB | 8-K | 2026-09-11 |
| AIB Data Centers Inc. AIB | 8-K | 2026-09-10 |
| Vertiv Holdings Co VRT | 8-K | 2026-09-02 |
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 | $65.0B | $965B | $139B | 3,000 |
| OpenAI | $40.0B | $852B | $183B | 4,500 |
| xAI | $208M | $113B | $37.0B | 900 |
| DeepSeek | $1.0B | $50.0B | $7.5B | 300 |
| Z.ai (Zhipu) | $284M | $39.4B | $558M | 883 |
| MiniMax | $150M | $37.2B | $619M | 385 |
| 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 6 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.