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A digital media platform providing valuable content and data covering investment and players in the global digital infrastructure sector.

10/10/2025

CoreWeave CEO has "no plans to alter" $9 billion offer for Core Scientific despite shareholder opposition
Shareholders have raised concerns over valuation and deal structure as the proposed all-stock transaction advances toward an October vote. Full Story: https://thetechcapital.com/coreweave-pursues-9-billion-acquisition-of-core-scientific-despite-shareholder-opposition/

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10/10/2025

CleanArc Data Centers plans near 1GW capacity with land acquisition in Virginia
The Virginia campus expansion, planned to begin construction in Q4 2025, will allow CleanArc to scale capacity incrementally while meeting rising demand for hyperscale infrastructure. Full Story: https://thetechcapital.com/cleanarc-data-centers-plans-near-1gw-capacity-with-land-acquisition-in-virginia/

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10/10/2025

Macquarie funds first phase of Applied Digital’s $5 billion equity facility for AI data centre expansion
Macquarie Asset Management has provided US$112.5 million to support the construction of Applied Digital’s 400MW AI campus in North Dakota, with plans to scale the site to 1 gigawatt over time. Full Story: https://thetechcapital.com/macquarie-funds-first-phase-of-applied-digitals-5-billion-equity-facility-for-ai-data-centre-expansion/

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10/10/2025

Exclusive: Indonesia’s NeutraDC Nxera targets Batam go live by H1 2026
Venture says three Batam campuses are on track, with Phase 1 nearing top out, and operations slated for the first half of 2026. Full Story: https://thetechcapital.com/exclusive-indonesias-neutradc-nxera-targets-batam-go-live-by-h1-2026/

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10/10/2025

Where will inference be deployed?
The battle over where AI inference will live has begun, and the experts can’t agree. Will it be forged in sprawling gigawatt data fortresses, scattered across metro hubs, or pulled down onto the very devices in our hands?
🚀 Read more and discover the full magazine: https://thetechcapital.com/pdf/issue-3-holding-the-line/

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10/10/2025

Google plans 1GW data centre cluster in India, ending talk of stalled hyperscaler commitments. Full Story: https://thetechcapital.com/google-plans-1gw-data-centre-cluster-in-india-ending-talk-of-stalled-hyperscaler-commitments/

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10/10/2025

Echelon, Starwood Capital to build $3.52 billion data centre near Milan
The company plans to add a further 1.5 GW of capacity in new markets over the next five years. Full Story: https://thetechcapital.com/echelon-starwood-capital-to-build-e3b-data-centre-near-milan/

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10/10/2025

IFF25 | 47th US Presidency: North America's Digital Infrastructure at a Crossroads
As ageing systems meet cutting-edge innovation, experts unpack the financial, regulatory, and technological challenges shaping the continent’s digital future. Full Story: https://thetechcapital.com/iff25-47th-us-presidency-north-americas-digital-infrastructure-at-a-crossroads/

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10/10/2025

Deutsche Bank raises Legrand price target following $1.1 billion Avtron acquisition
The French electrical equipment group’s latest acquisition and growing data centre exposure have prompted expectations of stronger margins and an upgraded 2025 outlook. Full Story: https://thetechcapital.com/deutsche-bank-raises-legrand-price-target-following-1-1-billion-avtron-acquisition/

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09/10/2025

Cirion upgrades network in Brazil, targets surging AI demand
The company is extending its network in Brazil's digital hubs, connecting over 70 data centres with optical technology to support AI and enhance efficiency and resilience. Full Story: https://thetechcapital.com/cirion-upgrades-its-networks-in-brazil-targets-surging-ai-demands/

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09/10/2025

Fitch Ratings issues final framework for analysing data centre securitisations in CMBS and ABS markets
The updated methodology consolidates Fitch Ratings’ previous analytical approaches to data centre securitisations, reflecting growing issuance activity in both CMBS and ABS markets and the increasing role of digital infrastructure in structured finance. Full Story: https://thetechcapital.com/fitch-ratings-issues-final-framework-for-analysing-data-centre-securitisations-in-cmbs-and-abs-markets/

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09/10/2025

OpenAI teams up with Hitachi for data centre infrastructures
Japanese giant to supply power and cooling gear for AI sites, while OpenAI’s models feed into Hitachi’s Lumada platform. Full Story: https://thetechcapital.com/openai-teams-up-with-hitachi-for-data-centre-infrastructures/

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