AI Infrastructure Bets Get Bigger—and More Levered
Thursday, September 17, 2026 · 8 min
Crux AI is lining up a $22 billion TPU loan as Yotta details a $12 billion, 200-megawatt Nvidia buildout and Anthropic leases Queensland capacity, pushing AI infrastructure from announcements into debt, power, and permitting risk.
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Crux AI is lining up a $22 billion TPU loan as Yotta details a $12 billion, 200-megawatt Nvidia buildout and Anthropic leases Queensland capacity, pushing AI infrastructure from announcements into debt, power, and permitting risk.
In this episode
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- Anthropic Enters Australia Signing First Australian Data Center Lease - COMPUTE FORECAST — Compute Forecast
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