Innovation in capital markets rarely comes from novelty alone. More often, it comes from reassessment — from asking sharper questions about assets that already exist. Not what was this built to do , but what else can this support ? A recent infrastructure project in Switzerland offers a useful illustration. At a decommissioned satellite teleport in the Alps, massive satellite dishes — once critical to global communications — are being repurposed as solar-tracking energy syste

South Florida’s emergence as a serious data center market is no longer theoretical. It is operational, powered, and ready. The Freedom Center  stands as a clear signal that the region has entered a new phase—one defined by execution rather than ambition, and by infrastructure that meets the real demands of AI-driven workloads. Over the last two days, Rich Washburn , Managing Partner & Chief AI Officer of Eliakim Capital , spent extensive time onsite at the Freedom Center. The

The reported agreement by SoftBank Group Corp.  to acquire DigitalBridge Group, Inc.  for approximately $4.0 billion is not simply another large-cap infrastructure transaction. It is a strategic signal to global markets that the next phase of artificial intelligence leadership will be determined less by software breakthroughs and more by ownership of the physical systems that make AI possible. The immediate market reaction underscored this reality. Shares of DigitalBridge sur

The global race to build AI infrastructure has triggered what looks, on the surface, like a data-center supercycle. New projects are announced weekly. Capacity targets grow larger by the month. Megawatts are promised freely and confidently. Yet beneath the headlines, a more uncomfortable reality is emerging: many of these facilities are not real data centers at all. As Jonathan Ross, CEO of Groq, who was recently acquired by NVIDA for $20BIL, bluntly put it in a recent inter

Executive Summary 2025 marked a historic acceleration  in AI-driven data center investment, with hyperscalers committing unprecedented capital to compute, land, and power. AI compute demand reshaped capital markets , supply chains, and semiconductor economics, concentrating value in GPUs, advanced nodes, and energy infrastructure. Power availability—not chips—emerged as the primary constraint , redefining site selection and project timelines. 2026 will remain a growth year ,

Executive Summary POWER’s inaugural Data Center POWER eXchange (DPX)  Summit convened utilities, hyperscalers, regulators, financiers, and developers to address the accelerating collision between data center demand growth and grid capacity. AI-driven load expansion is materially outpacing grid planning, permitting, and build-out timelines—raising reliability, cost, and political risks. Former federal energy regulators and utility CEOs highlighted a dual challenge: maintaining

For the better part of the last decade, the story of artificial intelligence infrastructure has been a story about silicon. Who could secure the most advanced GPUs. Who had priority access to next-generation accelerators. Who could outspend competitors on hardware, packaging, and interconnects. That narrative is no longer sufficient. Today, the defining constraint on AI scale is not compute—it is power. Reliable, dispatchable, near-term power. And increasingly, the market is