October 14, 2026
AI Infrastructure News
The forces powering the AI race
From a data center bond that soured to an unlikely compute deal for Anthropic, this month’s top AI infrastructure stories show how the debt behind the build-out is coming under pressure.
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Key highlights:
- A Jane Street-linked data center bond is trading poorly, testing how far AI financing stretches beyond big tech.
- Anthropic has struck a compute deal with a Trump-linked rum group.
- Cracks are emerging in AI’s debt-fueled data center boom, with lenders and bond investors getting pickier.
Who Pays for the Build-Out
Lenders get pickier as the bills grow
The Scramble for Compute
Who’s racing to lock down capacity
GPUs in the Wine Cellar: Why Techies Are Hoarding AI Compute in Their Homes
By Nick Wingfield and Aaron Tilley
Exclusive
Anthropic Strikes $13.7 Billion Compute Deal With Trump-Linked Rum Group
By Valida Pau and Phoebe Liu
Nvidia’s Shifting Alliances
Rivals turn into partners
Exclusive
Apple Considers Return to Server Market, Has Talked With Nvidia to Use Network Tech
By Aaron Tilley, Qianer Liu and Phoebe Liu
Exclusive
Nvidia to Invest in Chip Rival d-Matrix as Its Challengers Choose Partnership
By Phoebe Liu and Valida Pau
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From The Information Pro
Talent Tracker: The Executives Leading the Data Center Race
AI’s infrastructure boom is creating a new class of power players. We highlighted 16 executives securing energy, managing increasingly complex chips and building the systems behind the AI race.
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