In the second quarter of 2025, the world’s leading AI companies poured over $100 billion into data centers, compute infrastructure, and power systems. That’s not a typo. It’s a new normal. What’s unfolding isn’t just a generational tech wave—it’s a capital supercycle. And this one has metal behind it. At Eliakim Capital, we’re not watching this from the sidelines. We’re directly involved—brokering and advising on the infrastructure moves that are shaping this race: high-perfo

As Florida pivots from “permanent” tax incentives to a conditional, five-year compliance model, data-center operators face a turning point—one that mirrors a nationwide shift toward performance-based regulation. Here’s what you need to know about House Bill 7031, and how similar policy moves in Texas and the Midwest underscore a broader trend. Florida’s HB 7031: From Perpetual Exemption to Periodic Checkpoint Effective August 1, 2025, House Bill 7031 transforms Florida’s land

I always walk away from conversations with new perspectives, and this morning’s chat with Jimmy Hayes at Data Power Supply was no exception. Jimmy has a rare, 360° view of data-center deployments—everything from reciprocating engines and microgrids to UPS systems and switchgear. In most projects, power and compute teams operate in parallel universes: one is sizing transformers while the other is racking NVIDIA H100 GPUs. Rarely do they collide—and that’s where crucial gaps em

As data centers cement their place at the heart of the AI and cloud revolutions, Texas and the broader United States are navigating the twin challenges of unprecedented compute demand and the energy infrastructure needed to sustain it. Senate Bill 6, recently signed into law by Gov. Greg Abbott, marks a watershed moment for Texas, integrating large power consumers—particularly hyperscale data centers—into grid reliability frameworks. Meanwhile, the Midwest is emerging as a ne

We’re entering a pivotal era where AI is not just transforming industries—it’s fueling an infrastructure revolution. At the heart of this transformation lies a critical confluence: 1. AI’s Explosive Demand for Compute The IEA forecasts data centers’ electricity use could more than double by 2030, reaching about 945 TWh—roughly equivalent to all of Japan’s electricity consumption today barrons.com+9mckinsey.com+9datacenterfrontier.com+9iea.org+1en.wikipedia.org+1. McKinsey est

A stealth scramble is underway in the global energy supply chain. For AI infrastructure builders, the window to secure high-capacity natural gas turbines is narrowing — fast. As of mid-2025, Eliakim Capital's global infrastructure intelligence network has visibility into a diminishing cache of just 47 natural gas turbines — ranging from 30 MW to 450 MW — stranded across stalled utility projects and post-COVID supply divestitures. These turbines are not speculative assets; the