Ai Infrastructure

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Blackstone CEO Stephen Schwarzman. Eric Lee/Bloomberg via Getty Images.
Dealmaker

Blackstone Extends the Data Center Buying Spree

By Valida Pau and Anissa Gardizy · Apr 2, 2026 4:42pm PDT
The AI-driven scramble for compute is still powering red-hot data center acquisitions even as overall technology deals slowed in the first quarter this year. In the latest example, Blackstone, the world’s largest alternative asset manager, agreed to acquire a 49% stake in Rowan Digital Infrastructure, a five-year-old data center developer... The AI-driven scramble for compute is still powering red-hot data center acquisitions even as...
True Value

For Blackstone, Private Credit Fears Miss the Big Picture

By Anita Ramaswamy · Apr 2, 2026 6:00am PDT · 2 comments
Private credit has turned from a growth opportunity to a source of worry for investors that own shares in big asset managers. Anxieties about how the rise of AI could hurt software companies that have borrowed hundreds of billions have escalated the concerns about the sector that started brewing last fall. In recent months, investors in several... Private credit has turned from a growth opportunity to a source of worry for investors that own...
Cyrus McCrimmon/The Denver Post/Getty Images.
Dealmaker

How an Unusual Fitness Deal Came Together

By Valida Pau · Mar 31, 2026 3:15pm PDT
Three executives were at a health and fitness industry conference last March, but it was in Las Vegas, so they were drinking old-fashioneds when they hatched a cross-border deal to create a fitness company worth $7.5 billion that spanned subscription and scheduling apps, plus equipment.The three whiskey drinkers were Fritz Lanman, CEO of... Three executives were at a health and fitness industry conference last March, but it was in Las...
Hunter Hunt, CEO of Hunt Energy. Photo by Aaron M. Sprecher/ Getty Images
AI Infrastructure

Big Tech Schools Big Energy on Powering AI

By Ann Davis Vaughan · Mar 30, 2026 8:00am PDT · 1 comment
Please join The Information at the New York Stock Exchange on Monday, April 27, for The Information’s “Financing the AI Revolution” forum. Hear from top executives and investors on how the rapid build-out of AI is reshaping tech, finance and capital markets. Learn more here.The energy dominance bulls in the Trump administration came to Houston... Please join The Information at the New York Stock Exchange on Monday, April 27, for The...
Anjney Midha. Art by Clark Miller, image via AMP
AI Infrastructure

Early Anthropic Investor Develops a ‘Grid’ for AI Servers

By Anissa Gardizy · Mar 19, 2026 10:54am PDT · 1 comment
Anjney Midha, the former Andreessen Horowitz general partner and early personal investor in Anthropic, is finally ready to talk about his highly anticipated AI infrastructure venture, for which he was trying to raise more than $10 billion, my colleague Katie has reported.Midha says the new firm, AMP, is creating a “grid for AI,” similar to how... Anjney Midha, the former Andreessen Horowitz general partner and early personal investor in...
Image via Shutterstock
AI Infrastructure

5 Ingenious Hacks That Are Boosting AI Data Centers

By Ann Davis Vaughan · Mar 16, 2026 8:00am PDT
The frantic rush to power and stand up AI data centers has spurred a range of speed hacks—from building AI tent cities, to firing up jet engines, to taking over abandoned industrial sites. What’s most surprising is all of the different ways the biggest AI data centers have improvised and scrounged to meet the staggering electricity demands of... The frantic rush to power and stand up AI data centers has spurred a range of speed hacks—from...