Capri EGM

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.

07/28/2026

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/

A close call in Northern Virginia revealed just how poorly data centers respond to grid disruptions. Here's how to fix the problem.

07/21/2026

SpaceX renting out unused computing capacity from its Colossus data center complex.

https://fortune.com/2026/07/19/spacex-ai-compute-renting-business-google-anthropic-pentagon-deals-revenue-valuation-elon-musk-colossus-data-centers/

Deals with Google and Anthropic to rent out computing capacity could generate $26 billion a year.

07/14/2026

Chevron Microsoft hyperscale partnership using natural gas to fuel data centers.

https://redmondmag.com/articles/2026/06/22/microsoft-chevron-partner-on-deal-for-massive-new-texas-ai-datacente.aspx

Microsoft on Monday unveiled plans for one of the largest datacenter expansions in its history, pairing a new 2-gigawatt AI-focused campus in Pecos, Texas, with a 20-year power agreement from Chevron designed to ensure the facility has dedicated energy capacity as demand for AI services continues to...

07/07/2026

Amazon using technology to reduce environmental impact of growing digital infrastructure while supporting increasing global demand for AI services.

https://sustainabilitymag.com/news/amazon-ai-data-centres-712-carbon-free-energy-projects

Amazon is scaling AI and cloud infrastructure with renewable energy, efficient data centres and sustainable innovation to reduce its environmental impact

06/30/2026

IBM chips could provide a 40% improvement in scaling SRAM by putting computer memory physically closer to where data is computed, speeding up processing.

https://www.forbes.com/sites/the-prototype/2026/06/29/ibms-new-chip-could-vastly-reduce-ai-energy-use/

Using seaweed to 3D-print buildings. AI companies are staring down the laws of economics. Why investors should pay attention to nature.