Markets
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 |
|---|---|---|
| — | Orcadian Energy terminates data center agreement for North Sea gas field - re… | 2026-10-12 |
| — | Serverfarm tops out first data center at Arkansas campus | 2026-10-12 |
| Hyperscale Data | Hyperscale Data plans Patriot BTC subsidiary for Bitcoin mining business | 2026-10-11 |
| — | ‘Never seen anything quite like it’: How rural Pennsylvania’s $165 million da… | 2026-10-11 |
| GE Vernova | GE Vernova (GEV) Just Turned AI Data Centers Into A $5 Billion Order Tailwind | 2026-10-10 |
| — | Senate probe accuses Big Tech of misleading public on AI data centers — massi… | 2026-10-10 |
| Schneider Electric | Wärtsilä, Schneider Electric, and Stanley Consultants launch coordinated appr… | 2026-10-10 |
| Schneider Electric | Sponsored: Wärtsilä, Schneider Electric, and Stanley Consultants launch coord… | 2026-10-10 |
| Anthropic | Anthropic-linked $366m data center project filed for in Cedar Creek, Texas | 2026-10-09 |
| Oracle | Oracle is trucking natural gas to AI data centers as pipeline delays threaten… | 2026-10-09 |
| — | ThisWay Global plans 73MW AI and HPC data center in Bryan, Texas | 2026-10-09 |
| — | Firmus pulls biggest ASX float since Telstra amid investor doubt about datace… | 2026-10-09 |
| — | Octopus looks to buy software startups to manage data center demand | 2026-10-09 |
| Google's €13bn data center buildout in Finland under investigation for 300-he… | 2026-10-08 | |
| Nvidia | Sponsored: Shell achieves NVIDIA DSX Ready Coolant qualification for direct l… | 2026-10-08 |
| Meta | Inside Wall Street's $27B financing of Meta's Hyperion AI data center (META:N… | 2026-10-07 |
| Hut 8 | See construction of Hut 8's Louisiana data center | 2026-10-07 |
| — | Powering data centers on nuclear? That’s a tough sell in Utah’s c… | 2026-10-07 |
| — | Power IC Market Size, Share, Growth Trends, and Global Forecast, 2021 - 2034 … | 2026-10-07 |
| — | Global Power Discrete Market Size, Share, Trends, and Forecast (2021 - 2034) … | 2026-10-07 |
| Digital Realty | Digital Realty Commences Construction of KIX15 Data Center, Expanding AI Infr… | 2026-10-07 |
| — | 60.4 Gigawatts and Counting: How AI Data Center Energy Demand Is Driving a U.… | 2026-10-07 |
| Black Hills plans $1.8 billion investment to power Google's data center | 2026-10-06 | |
| Google’s power-hungry data centers crave nuclear energy | 2026-10-06 | |
| Amazon | AWS plans 36-building data center campus in Indiana County, Pennsylvania | 2026-10-06 |
| NVIDIA | 51AIpower Launches Shared AI Infrastructure Plans, Opening the AI Token Econo… | 2026-10-06 |
| — | States, renewable developers back MISO’s accelerated interconnection queue plan | 2026-10-06 |
| Applied Digital | Applied Digital adds 75MW of capacity at Ellendale data center campus in Nort… | 2026-10-05 |
| IBM | Former IBM research campus in Silicon Valley set to be acquired by data cente… | 2026-10-05 |
| Nvidia | AI Financing Partnerships Are Credit-Positive for Nvidia and Data Center Oper… | 2026-10-05 |
| — | Singapore’s DayOne Files for US IPO Joining AI Data Center Rush | 2026-10-05 |
| — | Conservation group calls for moratorium on AI data centers on US public lands | 2026-10-05 |
| — | To win over locals, data centers pump $340M into rural Texas projects | 2026-10-04 |
| — | Rural Queenslanders have seen gas projects come and go – but a 725-hectare da… | 2026-10-04 |
| — | Rural Data Centers Are in for a Big Federal Tax Break | 2026-10-04 |
| Amazon | Shut up and take our money: Amazon plows $1B+ into quashing datacenter dissent | 2026-10-02 |
| Amazon | Amazon launches new data center commitments | 2026-10-02 |
| Amazon | Amazon Promises More Local Funding and Less Secrecy Around Data Centers | 2026-10-02 |
| Amazon | Amazon is pledging $1 billion to communities near its data centers | 2026-10-02 |
| Crusoe | Crusoe files for $4.8bn data center campus in Jayton, Texas | 2026-10-02 |
SEC filings
| Company | Form | Date |
|---|---|---|
| MICRON TECHNOLOGY INC MU | 10-K | 2026-10-09 |
| Applied Digital Corp. APLD | 8-K | 2026-10-07 |
| Applied Digital Corp. APLD | 10-Q | 2026-10-07 |
| AIB Data Centers Inc. AIB | 8-K | 2026-10-07 |
| TERAWULF INC. WULF | 8-K | 2026-10-05 |
| AIB Data Centers Inc. AIB | 8-K | 2026-10-01 |
| SharonAI Holdings Inc. | 8-K | 2026-10-01 |
| Hewlett Packard Enterprise Co | 8-K | 2026-09-30 |
| AIB Data Centers Inc. AIB | 8-K | 2026-09-30 |
| 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 |
Power Supply Deals & Activity
PPA · nuclear · gas · SMR · fuel-cell · turbine10
SMR
6
nuclear
6
power
2
fuel-cell
1
gas
1
turbine
| Type | Item | Capacity | Source | Date |
|---|---|---|---|---|
| gas | Oracle is trucking natural gas to AI data centers as pipeline delays threaten key projects | — | Quartz | 2026-10-09 |
| nuclear | Powering data centers on nuclear? That’s a tough sell in Utah’s coal country. | 456 | Grist | 2026-10-07 |
| power | DOMINION ENERGY, INC — 8-K | — | SEC EDGAR · SEC | 2026-09-14 |
| power | NEXTERA ENERGY INC — 8-K | — | SEC EDGAR · SEC | 2026-09-14 |
| SMR | Oklo Inc. — 424B5 | — | SEC EDGAR · SEC | 2026-09-11 |
| SMR | Standard Nuclear, Inc. — 10-Q | — | SEC EDGAR · SEC | 2026-08-27 |
| SMR | Nano Nuclear Energy Inc. — 8-K | — | SEC EDGAR · SEC | 2026-08-13 |
| SMR | X-Energy, Inc. — 10-Q | — | SEC EDGAR · SEC | 2026-08-13 |
| nuclear | Vistra Corp. — 10-Q | — | SEC EDGAR · SEC | 2026-08-10 |
| SMR | Oklo Inc. — 10-Q | — | SEC EDGAR · SEC | 2026-08-07 |
| nuclear | Constellation Energy Corp — 10-Q | — | SEC EDGAR · SEC | 2026-08-06 |
| nuclear | Talen Energy Corp — 8-K | — | SEC EDGAR · SEC | 2026-08-05 |
| nuclear | Talen Energy Corp — 10-Q | — | SEC EDGAR · SEC | 2026-08-05 |
| SMR | NUSCALE POWER Corp — 10-Q | — | SEC EDGAR · SEC | 2026-08-05 |
| power | Duke Energy CORP — 10-Q | — | SEC EDGAR · SEC | 2026-08-04 |
| nuclear | CAMECO CORP — 6-K | — | SEC EDGAR · SEC | 2026-07-31 |
| power | SOUTHERN CO — 8-K | — | SEC EDGAR · SEC | 2026-07-30 |
| power | SOUTHERN CO — 10-Q | — | SEC EDGAR · SEC | 2026-07-30 |
| fuel-cell | Bloom Energy Corp — 10-Q | — | SEC EDGAR · SEC | 2026-07-28 |
| fuel-cell | Bloom Energy Corp — 8-K | — | SEC EDGAR · SEC | 2026-07-28 |
| turbine | GE Vernova Inc. — 8-K | — | SEC EDGAR · SEC | 2026-07-22 |
| SMR | Standard Nuclear, Inc. — S-1/A | — | SEC EDGAR · SEC | 2026-07-15 |
| power | NEXTERA ENERGY INC — S-4 | — | SEC EDGAR · SEC | 2026-07-09 |
| SMR | Standard Nuclear, Inc. — S-1/A | — | SEC EDGAR · SEC | 2026-07-07 |
| SMR | Standard Nuclear, Inc. — S-1 | — | SEC EDGAR · SEC | 2026-06-18 |
| SMR | Oklo Inc. — 10-Q/A | — | SEC EDGAR · SEC | 2026-06-17 |
Supply-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 | $50.0B | $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)
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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 12 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.