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A Jane Street-linked data center bond sours, Anthropic makes an unlikely compute deal and cracks emerge in AI’s debt boom: latest AI Infrastructure news
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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. At The Information, we break the stories that matter before they become mainstream. Subscribe for $299 and save 25% on the first year to stay ahead. 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 Jane Street-Linked Data Center Debt Sours By Dakin Campbell True Value How Nscale’s Unbuilt Data Centers Undercut Its $35 Billion IPO Pitch By Anita Ramaswamy Exclusive Cracks Emerge in AI’s Debt-Fueled Data Center Boom By Dakin Campbell Exclusive How Jensen Huang’s Son-in-Law Became One of His Most Trusted Executives By Phoebe Liu The Scramble for Compute Who’s racing to lock down capacity Exclusive How SpaceX’s AI Unit Turned Itself Into an AI Cloud Firm By Grace Kay 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 AI Infrastructure The Attractive Economics Behind Anthropic Data Center Sprint By Ann Davis Vaughan 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 Subscribe for $299 and save 25% on your first year and follow the AI infrastructure race as it develops. Subscribe Our reporting is now easier to access wherever you are with the new The Information app. Get alerts when exclusive stories break, then read, watch, listen or use Deep Research to understand the bigger picture. Available on the App Store and Google Play. 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. Gain access to over 60 org charts, Deep Research, proprietary databases, exclusive newsletters, subscriber-only survey results, events, and more by subscribing to The Information Pro. Sign Up for Our Newsletters Every Monday (subscribers only) AI Infrastructure By The Information Staff Ann Davis Vaughan covers how tech titans are disrupting the energy sector and becoming accidental industrial giants to compete on the AI model battlefield. Sign up Follow us Download our app Explore Our Newsletters Subscribe to The Information Sent to you@example.com | Manage your preferences or unsubscribe | Help The Information · 251 Rhode Island Street, Suite 107, San Francisco, CA 94103