AI boom reshapes investment amid power limitations
The digital infrastructure sector is entering a period of unprecedented capital intensity and structural constraint as surging AI demand overwhelms US power grids, reshapes site selection economics, and forces investors to rethink risk, underwriting and development timelines, executives said at the Metro Connect conference in Fort Lauderdale, Florida
IFC backs Seraya Partners Fund II
The International Finance Corporation has committed $25 million in equity to Seraya Partners Fund II to support sustainable infrastructure investment in emerging markets in Southeast Asia
Light Source launches 500-mile dark fiber route, US
Light Source Communications has launched a long-haul route connecting St. Louis, Missouri, and Tulsa, Oklahoma
Google finds energy partners for US data centers
Google has partnered with Xcel Energy and the AES Corporation for the supply of electricity to its new US data centers
Meta, AMD expand AI partnership
AMD and Meta have made a 6GW agreement to power Meta’s next generation of AI infrastructure across multiple generations of AMD Instinct GPUs
Mirae Asset prices $600m bonds
Mirae Asset Security has priced its combined $600 million offering of senior unsecured notes
SWI agrees to US data center company buy
SWI Group, through its wholly owned subsidiary, has agreed to acquire additional interests in a US digital infrastructure business for $330 million