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Peter Perri III
Peter Perri III is the driving force behind Energy Media. Selected as a Top Voice on LinkedIn, Peter has built a reputation for his deep understanding of the energy sector and his ability to engage with industry leaders.
Akamai Makes $11.6 Billion Deal with Anthropic
Anthropic has signed an $11.6 billion compute capacity deal to lease from Akamai Technologies. The agreement focuses on CPU workloads rather than GPU capacity, indicating a strategic shift toward inference and auxiliary processing infrastructure. This deal underscores the maturation of AI infrastructure economics beyond training-focused clusters.
Andreessen Horowitz Raises $1.1B for AI Infrastructure Fund
Andreessen Horowitz (a16z), the legendary Silicon Valley venture capital firm, has raised $1.1 billion for its newest fund: the Machine Age Fund. The fund will invest in the physical infrastructure on which AI runs—including chips, memory, networking, storage, data centers, robotics, and power systems. The firm cites a "once-in-a-generation opportunity" to rearchitect the AI stack, driven by exponential increases in compute demand, token intensity, and the fundamental limits of today's supply chain. The fund marks a formal return to hardware investing for a16z, which has backed companies like SpaceX, Anduril, and Waymo, and now sees hardware deal flow growing to over 20% of its pipeline.
Neocloud Lambda Gets $1B in Debt for NVIDIA Chips
Neocloud Lambda has closed a $1 billion private debt facility to purchase Nvidia AI chips, which it will lease directly to Microsoft. The transaction represents the latest in a series of debt raises by Lambda and underscores the capital intensity of the AI infrastructure buildout. More importantly, it signals a structural shift in how hyperscalers are securing compute capacity—through long-term lease agreements rather than outright ownership.
Anthropic Could Potentially Raise $100B in IPO, Be Valued at $2T
Anthropic, the AI research company behind the Claude family of large language models, is in discussions to pursue an initial public offering raise of $100 billion or more, according to reporting by The New York Times. This could value the company at $2 trillion. The potential IPO would rank among the largest technology offerings in history (possibly beating out SpaceX's record-breaking IPO) and reflects the massive capital requirements needed to scale AI infrastructure
Nvidia spends $6 billion to license Poolside’s AI technology
Nvidia has committed $6 billion to Poolside, an AI development company, marking the chip giant's most aggressive move yet into direct competition with AI model developers like OpenAI, Anthropic, and DeepSeek. The transaction represents a fundamental shift in Nvidia's strategy from infrastructure provider to integrated AI platform operator.
Nvidia Commits Up To $105B For OpenAI’s Ohio Data Center
Nvidia has agreed to commit up to $105 billion to support SB Energy's development of a massive data center campus in Ohio that OpenAI has agreed to lease, according to a regulatory filing reported by Bloomberg. Separately, Nvidia will invest $1.5 billion directly in SB Energy, SoftBank's energy development arm. The deal marks a fundamental shift in how AI chipmakers are engaging with the power and real estate stack.
Nvidia Create $500B Financing Program with Apollo, BlackRock, Blackstone, Brookfield, Goldman Sachs, and KKR
Nvidia announced a $500 billion financing program in partnership with Apollo Global Management, BlackRock, Blackstone, Brookfield Asset Management, Goldman Sachs, and KKR. The program aims to provide Nvidia customers with access to capital at attractive rates to fund AI infrastructure deployments, including data centers and associated power generation assets.
BlackRock Marketing $12.3B High-Grade Bonds for Meta Data Center
BlackRock has begun marketing $12.3 billion in investment-grade bonds to finance a Meta data center project in El Paso, Texas. The offering underscores the scale of capital required to support hyperscaler AI infrastructure expansion and, if successful, reflects growing institutional appetite for data center debt as a core infrastructure asset class.
Today’s Trifecta: AI Compute, Energy, and National Security
This past month, the AI market repriced where value actually accrues. While Google pays SpaceX $920M a month for compute speed, and the U.S. government deems AI a national security asset, Palantir and NVIDIA just demonstrated that the real fortunes are being made at the application and infrastructure layers, not the models themselves.
TeraWulf Signs $19 Billion, 20 Year Lease with Anthropic
TeraWulf, a publicly traded Bitcoin mining company, has signed a $19 billion, 20-year lease agreement with Anthropic to develop a 401 MW AI data center campus in Hawesville, Kentucky. The transaction provides Anthropic with dedicated, long-term power capacity while giving TeraWulf a stable revenue stream independent of Bitcoin price volatility.
Amazon Raising Minimum $25 Billion in Bond Sale
Amazon is raising at least $25 billion in a bond sale and has announced it will not issue additional debt in 2026. The capital raise is explicitly intended to fund the company's aggressive AI infrastructure and data center expansion plans. This underscores how hyperscalers are leveraging public debt markets to finance multi-year capital expenditure programs tied to artificial intelligence and cloud computing growth.
Palantir to Deploy NVIDIA Nemotron Open Models for U.S. Government & Infrastructure
Palantir Technologies and NVIDIA have launched a strategic initiative to deliver an intelligent engine for running NVIDIA AI and Nemotron open models in sovereign environments, targeting U.S. government agencies and critical infrastructure operators. The joint offering combines Palantir's AIP, Ontology, Foundry, and Apollo platforms with NVIDIA's AI compute and open-source Nemotron models, enabling customers to retain full control over their data, intellectual property, and AI systems—with explicit authorization, secure perimeter enforcement, and full auditability. The engine includes a feedback loop for continuous model improvement based on mission-specific data and user telemetry.
