Core Insights - OpenAI and SoftBank are each investing $500 million in SB Energy to enhance its capabilities as a data center developer and operator [1][5] - OpenAI has chosen SB Energy to construct and manage a 1.2 gigawatt data center in Milam County, Texas, which can power approximately 750,000 US homes [1][5] - The investment does not disclose a valuation for SB Energy [1][5] Industry Context - The demand for energy is increasing as large tech firms pursue ambitious AI projects, leading to a competitive landscape for securing power to support data centers [2][5] - Companies like Meta Platforms Inc. are also investing in energy sources, with agreements potentially totaling over 6 gigawatts of nuclear power [2][5] Company Background - SB Energy, supported by SoftBank, was initially focused on renewable energy and storage but has recently expanded into data center development and operations [3][5] - The new funding follows SB Energy's previous $800 million investment from Ares Infrastructure Opportunities funds [3][5] Strategic Partnerships - The collaboration between SoftBank and OpenAI is part of a broader network of deals among tech companies that bolster the AI sector, raising concerns about potential risks if AI demand does not meet expectations [4][5] - This partnership is linked to OpenAI's Stargate initiative, which aims to invest $500 billion in data centers and infrastructure for AI in the US over four years [4][5] - The first site of the Stargate initiative is a large data center in Abilene, Texas, developed by Oracle in collaboration with Crusoe [4][5]

OpenAI and SoftBank Group Corp. have jointly invested $1 billion in SB Energy, an infrastructure company that’s working with the tech firms on a massive US buildout of data centers to power artificial intelligence. OpenAI and SoftBank will each invest $500 million in SB Energy to support the energy firm’s growth as a data center developer and operator, the companies said in a statement Friday. OpenAI also said it has selected SB Energy to build and operate its 1.2 gigawatt data center in Milam County, Tex ...

Meta Platforms Inc. has signed a series of electricity contracts for its data centres, making it the most significant corporate purchaser of nuclear energy in American history, the company said in a release on Friday, 9 January.The technology giant informed that it will buy electricity from three existing Vistra Corp. plants and support several small reactors that Sam Altman-backed Oklo Inc. and Bill Gates-backed TerraPower LLC plan to build over the next decade. These agreements follow a separate deal in J ...

Key Takeaways NBIS says AI compute demand is robust, but limited data center capacity is now the constraint on growth.Nebius is contracting power ahead of builds, with much of the upcoming capacity presold to improve efficiency.NBIS targets 2.5 GW of contracted power by 2026 and aims for up to 1 GW of built, connected capacity.Nebius Group N.V. ((NBIS) growth trajectory is increasingly defined by its ability to expand and monetize data center capacity in an AI infrastructure market that is becoming more com ...

Core Viewpoint - KKR & Co. Inc. is facing downward pressure on its stock price despite announcing a significant investment in Global Technical Realty, indicating potential market concerns about the company's financial strategies and performance [1][2]. Investment Details - KKR disclosed an additional $1.5 billion equity investment in Global Technical Realty (GTR), a European data center platform, with Oak Hill Capital committing approximately $400 million as a new investor [1]. - The investment is primarily financed through KKR's Global Infrastructure Strategy, which has allocated around $34 billion in digital infrastructure across 24 investments and over $20 billion in power and renewables [2]. Portfolio and Market Expansion - KKR's portfolio includes five data center platforms across the U.S., APAC, and EMEA, with a development pipeline of 12 GW, 12 fiber platforms serving nearly 30 million homes, and over 130,000 wireless sites across Europe and APAC [3]. - The new investments will support GTR's expanding development pipeline, focusing on new greenfield projects and market expansion in Europe, driven by increasing demand for AI-ready, high-density data center and cloud infrastructure [3]. Recent Acquisitions - KKR completed a major real estate acquisition in South Korea, acquiring the Cheongna Logistics Center in Incheon, and announced a $220 million growth investment in Premialab, a provider of data, analytics, and risk management solutions for quantitative investing [4]. Stock Performance - KKR shares are currently down 1.99%, trading at $133.09 at the time of publication [4].

David Steinbach, Hines' global chief investment officer and managing partner, discusses the firm's 2026 real estate investment outlook and the impact of data center demand on the property market with Romaine Bostick and Katie Greifeld on "The Close." ...

Core Viewpoint - Sify Technologies Limited will report its unaudited IFRS financial results for the third quarter ended December 31, 2025, on January 12, 2026, before market opens [1]. Group 1: Financial Reporting - The financial results will be announced on January 12, 2026, before the market opens [1]. - A conference call will be held on January 13, 2026, at 8:30 AM ET, featuring Mr. Raju Vegesna and Mr. M P Vijay Kumar [2]. - Interested parties can participate via phone or listen to a live broadcast on the company's website [2]. Group 2: Company Overview - Sify Technologies is recognized as India's leading Digital ICT solutions provider, focusing on Data Center, Cloud, Networks, Security, and Digital services [1][5]. - The company has received multiple Golden Peacock awards for Corporate Governance, highlighting its commitment to excellence [5]. - Sify's infrastructure includes state-of-the-art data centers and the largest MPLS network, making it a preferred choice for businesses of all sizes [6]. Group 3: Market Presence - More than 10,000 businesses across various sectors utilize Sify's services, which are available in over 1,700 cities in India [7]. - Sify also has an international presence in North America, the United Kingdom, and Singapore [7].

Elon Musk's xAI has purchased a third building to expand its massive data center complex near Memphis. ...

This brings us to the second reason why Nebius appears to be a risky investment at present. The company was sitting on $4.8 billion in cash at the end of the previous quarter, while its debt stood at $4.6 billion. To support its data center buildout plans, it's going to need considerably more money. Constructing a 1 GW data center costs an estimated $10 billion, plus another $20 billion to $30 billion for the chips to power it.First, it's trading at an expensive premium of 64 times sales. For comparison, th ...

Core Insights - Ares Management Corporation is expanding its data center exposure through significant transactions in the U.S., highlighting collaboration across its digital infrastructure and real estate investment capabilities [1][2] Group 1: Data Center Investments - Ares Digital Infrastructure has secured a 314-acre site in Spotsylvania County, Virginia, along the I-95 South data center corridor for development [2] - The first phase of the development will include two data center buildings with a total IT load capacity of 200 MW, utilizing Ada Infrastructure's design capabilities [2] - Ares Real Estate fund has acquired two hyperscale data centers in Leesburg, Virginia, totaling 745,000 square feet and 165 MW of IT load capacity, fully leased under long-term agreements [2] Group 2: Strategic Positioning - Ares Management is reinforcing its role in fast-growing sectors like logistics and data centers, benefiting from digital technology acceleration and global supply chain shifts [2] - The company aims to provide flexible capital to support businesses and create value for investors, generating consistent investment returns throughout market cycles [2] - As of September 30, 2025, Ares Management had over $595 billion in assets under management, with operations across multiple regions including North America, Europe, and Asia Pacific [2] Group 3: Ada Infrastructure - Ada Infrastructure serves as Ares' data center platform, catering to hyperscale and enterprise customers with scalable capacity [2] - The platform is vertically integrated within Ares' digital infrastructure business and has nine in-flight campuses with a pipeline across Europe, Asia Pacific, and the Americas [2]