AI infrastructure & power

ThemeEnergy & Resources· Finance· Industrials· Technology

Minutes holds 50 developments and 15 deals in AI infrastructure & power, across 63 companies, recorded from February 2026.

Intelligence

Deals in AI infrastructure & power

Deals in AI infrastructure & power
Company	Deal	Amount	Counterparties	Date ↓	Status
Digital RealtyCloud & Infrastructure	Debt	CHF 510M	Not recorded	6 Oct	Closed
VolantisSemiconductors	FundingSeries A	$88M	Led by Abstract VenturesWith VXI Capital, Triatomic Capital +1	1 Oct	Closed
Efficient ComputerSemiconductors	FundingSeries B	At least $97Mat $650M valuation	Led by TQ VenturesWith Eclipse, Union Square Ventures +7	29 Sep	Closed
Helix Digital InfrastructureCloud & Infrastructure	Funding	$1B	Investors Samsung Group	29 Sep	Announced
NscaleCloud & Infrastructure	FundingConvertible notes ahead of IPO	$3.36B	Led by Third PointWith NVIDIA	25 Sep	Closed
VerdaTechnology	FundingSeries B	$189M	Led by Emergence Capital	22 Sep	Closed
Kairos PowerNuclear	FundingEquity investment and in-kind engineering services	$100M	Investors Samsung C&T	21 Sep	Announced
NscaleCloud & Infrastructure	IPO	Undisclosed	Not recorded	18 Sep	Filed
CrusoeCloud & Infrastructure	FundingSeries F	$3.9Bat $30.9B valuation	Led by Atreides Management, Mubadala Capital +1With Founders Fund, GIC +4	17 Sep	Closed
EUCLYDSemiconductors	FundingSeries A	At least €200M	Led by Samsung Electronics, Somerset Capital Partners +2With EIFO, imec.xpand +2	15 Sep	Closed

Digital RealtyCHF 510M
Debt
Cloud & Infrastructure · 6 Oct · Closed
Volantis$88M
FundingSeries A, led by Abstract Ventures +3
Semiconductors · 1 Oct · Closed
Efficient ComputerAt least $97M
FundingSeries B, led by TQ Ventures +9$650M valuation
Semiconductors · 29 Sep · Closed
Helix Digital Infrastructure$1B
Funding with Samsung Group
Cloud & Infrastructure · 29 Sep · Announced
Nscale$3.36B
FundingConvertible notes ahead of IPO, led by Third Point +1
Cloud & Infrastructure · 25 Sep · Closed
Verda$189M
FundingSeries B, led by Emergence Capital
Technology · 22 Sep · Closed
Kairos Power$100M
FundingEquity investment and in-kind engineering services, with Samsung C&T
Nuclear · 21 Sep · Announced
NscaleUndisclosed
IPO
Cloud & Infrastructure · 18 Sep · Filed
Crusoe$3.9B
FundingSeries F, led by Atreides Management +8$30.9B valuation
Cloud & Infrastructure · 17 Sep · Closed
EUCLYDAt least €200M
FundingSeries A, led by Samsung Electronics +7
Semiconductors · 15 Sep · Closed

Showing 1–10 of 15

Activity

Developments in AI infrastructure & power

American Electric Power plans about $4 billion fuel cell project for Google

ExpansionAmerican Electric PowerUtilities14 OctThe Wall Street Journal

OpenAI puts xAI's Uday Ruddarraju in charge of data centers as Sachin Katti leaves

LeadershipOpenAICloud & Infrastructure14 OctDatacenterDynamics

PowerHouse and Big Watt win Taylor, Texas approval for a 1 GW data center campus

RegulatoryPowerHouse, Big Watt, +1Cloud & Infrastructure15 OctDatacenterDynamics

Hillhouse launches TeraNova DC to build more than 2 GW of Indian data centers

ExpansionHillhouse Investments, TeraNova DC, +1Cloud & Infrastructure15 OctMint

ASML raises its annual sales forecast for the third straight quarter

ResultsASMLSemiconductors14 OctThe Wall Street Journal +1

Scaleway plans GPU cluster deployments in Sweden and Copenhagen

ExpansionScalewayCloud & Infrastructure13 OctDatacenterDynamics

FERC approves PJM's request to create a data center database

RegulatoryPJMUtilities13 OctDatacenterDynamics

Legrand to integrate Karman's AI platform into data center power products

PartnershipLegrand, Karman, +1Electrical Equipment13 OctDatacenterDynamics

Naver Cloud and FPT sign MOU to expand AI factory services in Asia Pacific

PartnershipNaver Cloud, FPT, +1Cloud & Infrastructure12 OctDatacenterDynamics

Applied Materials opens $5 billion EPIC chip research center in Sunnyvale

OpeningApplied MaterialsSemiconductors12 OctFortune +1

FERC approves Duke Energy Carolinas' large load tariff measures

RegulatoryDuke Energy CarolinasUtilities9 OctUtility Dive

Firmus withdraws its ASX IPO that sought up to AUD 7.9 billion

IPOFirmusCloud & Infrastructure9 OctNikkei Asia

SoftBank and Grab plan AI infrastructure in Malaysia's Sarawak

PartnershipSoftBank, Grab, +1Cloud & Infrastructure8 OctNikkei Asia

AirTrunk plans to triple Japan data center spending to up to $30 billion

ExpansionAirTrunkCloud & Infrastructure7 OctNikkei Asia

Samsung Electronics posts record third-quarter operating profit of 107.4 trillion won

ResultsSamsung ElectronicsSemiconductors8 OctCNBC

Data center operator Digital Realty closes CHF 510 million Swiss bond offering

Deal · DebtDigital RealtyCloud & Infrastructure6 OctGlobeNewswire

Samsung Electro-Mechanics to invest nearly $5 billion in chip substrates by 2028

ExpansionSamsung Electro-MechanicsSemiconductors7 OctNikkei Asia

Japanese developer Mitsui Fudosan plans data center in abandoned Kobe tunnel

ExpansionMitsui FudosanCloud & Infrastructure5 OctNikkei Asia

Amazon signs 20-year Constellation deal to expand Maryland nuclear plant

PartnershipAmazon, Constellation Energy, +1Nuclear30 SepUtility Dive

Amazon stops using NDAs with government agencies for data centers

StrategyAmazonCloud & Infrastructure3 OctTechCrunch +1

Tokyo Electric Power tightens electricity rules for data centers

StrategyTokyo Electric Power Co. HoldingsUtilities3 OctNikkei Asia

Fuji Electric reworks its refrigeration technology into a server cooling system

LaunchFuji ElectricCloud & Infrastructure3 OctFinancial Times

Poland's National Data Processing Center receives a PLN 1.56 billion EU grant

National Data Processing CenterCloud & Infrastructure2 OctDatacenterDynamics

AI cloud provider General Compute signs multi-year deal with Cerebras

PartnershipGeneral Compute, Cerebras, +1AI2 OctDatacenterDynamics

HPE wins $1.2 billion Vultr order for AMD Helios AI racks

PartnershipHPE, Vultr, +1Hardware30 SepBusiness Wire

Toshiba plans to double hard disk drive capacity for AI data centers

ExpansionToshibaHardware1 OctNikkei Asia

Power producer JERA partners with Dell on $15 billion data center

PartnershipJERA, Dell, +1Cloud & Infrastructure1 OctNikkei Asia +1

Volantis raises $88 million Series A

Deal · FundingVolantisSemiconductors1 OctPR Newswire

TDK and Taiyo Yuden agree to develop next-generation AI electronic components

PartnershipTDK, Taiyo Yuden, +1Hardware29 SepNikkei Asia

Chip startup Efficient Computer raises at least $97 million Series B

Deal · FundingEfficient ComputerSemiconductors29 SepPR Newswire

Samsung affiliates invest $1 billion in KKR-backed AI infrastructure firm Helix

Deal · FundingHelix Digital InfrastructureCloud & Infrastructure29 SepNikkei Asia

British AI cloud provider Nscale raises $3.36 billion in convertible notes ahead of its IPO

Deal · FundingNscaleCloud & Infrastructure25 SepTechCrunch

Luxor Technology launches Luxor AI, a full-stack AI infrastructure business

LaunchLuxor TechnologyCloud & Infrastructure24 SepPR Newswire

Oracle sends force majeure notice on its New Mexico Stargate data center

Oracle, Blue Owl Capital, +1Cloud & Infrastructure24 SepTechCrunch

Crusoe abandons $1.25 billion plan to buy Boom Supersonic turbines

Crusoe, Boom Supersonic, +1Cloud & Infrastructure25 SepTechCrunch

Missouri utility Ameren files 20-year plan for 10.6 gigawatts of new gas power

StrategyAmerenUtilities28 SepUtility Dive

European AI cloud company Verda raises $189 million Series B

Deal · FundingVerdaTechnology22 SepTech.eu

Nuclear reactor developer Kairos Power gets up to $100 million from Samsung group

Deal · FundingKairos PowerNuclear21 SepTechCrunch

Nscale files for IPO

Deal · IPONscaleCloud & Infrastructure18 SepPR Newswire

SK hynix launches SK hynix Ventures to invest in AI computing

LaunchSK hynixAI18 SepPR Newswire