Energized Power Capacity Is Shaping the Next Phase of AI Infrastructure

Equity Insider News Commentary - The constraint in artificial intelligence infrastructure has moved. It is no longer chips, and it was never really land. It is energized capacity: a site where electricity is flowing, or will be shortly, without a multi-year wait in an interconnection queue. Equinix added a record 9,700 net interconnections in a single quarter and raised its guidance on the strength of that demand. Blue Owl Capital now manages $319 billion and has been steadily building a digital