As hyperscale demand outpaces traditional construction timelines, modular and pre-engineered data center solutions are emerging as the fastest path from capital commitment to operational compute.

From Texas to Switzerland, the bottleneck has shifted from compute to power — and the capital flowing into grid stabilization and modular solutions is accelerating fast.

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

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