Capri EGM

10/13/2026

AI buildout to be larger relative to the economy than the major U.S. canal, railroad, electrification, highway, and telecommunications investment booms.

https://www.brookings.edu/articles/financing-the-ai-buildout/

AI's data center boom could require 3.6% of GDP in annual investment through 2032, and financing is shifting toward structures that make risk harder to see.

10/06/2026

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

The Nokia CEO's comments underscores continued demand for AI even as top executives debate slowing down the pace of development.

09/29/2026

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

Chinese data center manufacturers see U.S. AI infrastructure demand as an opportunity, but roadblocks remain

09/22/2026

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/

A trillion dollars for AI infrastructure is locked in, but warnings from energy and hardware insiders point to the same crisis forming.

09/15/2026

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

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.

09/01/2026

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

Explore how nuclear energy can address the AI data center energy crisis, providing reliable, carbon-free power essential for modern, demanding workloads.

08/25/2026

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/

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...

08/11/2026

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 today announced strategic partnerships to establish independent compute financing platforms with Apollo, BlackRock, Blackstone, Brookfield, Goldman Sachs and KKR to mobilize over $500 ...

08/04/2026

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

Base recently secured $1 billion in funding, bringing its valuation $13 billion

07/31/2026

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