Artificial Intelligence is a panic of the modern gold of Wall Street

Artificial intelligence revolution leaders, like Sam Altman, want to redesign the world, but they need to pick up money to do it. As a result, a modern “panic” wakes up Wall Street.

Technology and energy companies raise cash in every way possible: shares and bond issues, and take loans on stock exchanges and private transactions. 3 trillion $ until 2030 to build and operate database.

The difficulty of dealing with the financing personnel is how to avoid industry losing investments that can be reversed in the moment, as happened last week, when the Chinese star -rising Deepseek caused an increased Selloff of artificial intelligence shares.

The latest madness echoes the previous bonanzes, like the optical fiber cable, which was tested in the 1990s, crashed in the 2000s but eventually turned out to be a lucrative investment. Hydraging soil (FRACKING) for producing oil and natural gas has undergone a similar cycle over the past 15 years.

Below is a review of some of the largest financial bets in the new digital economy:

BLUE OWL Bonat Stargate

Stargate, a joint venture between Altman’s Open AI, Oracle, and Softbank, will begin with a data center in Habilin, Texas, but none of the partners have paid for its construction. Blue Owl Capital, director of new and promising private investment funds, provided financing for $ 1 billion.

The deal started with the ‘Cold Mail’ message sent by Blue Owl Urkel 18 months ago. Blue Owl, known mainly thanks to its private credit funds, rapidly grew up through purchases, and its World Real Estate Head, Mark Zahar, was an idea to expand even faster through data centers.

Oracle responded to email within 24 hours and agreed to meet. The company’s founder, Larry Allison, adopted a strategy of finding financial partners to build databases to compete with larger technology giants in the field of artificial intelligence.

The companies executed a deal within six months. Blue Owl will invest $ 1 billion and raise a $ 2.3 billion loan to build the facility in Habilin. Oracle hired the 15-year data center and took all the tax, insurance and maintenance expenses. The project includes a natural gas power plant, a critical feature because there is not enough electricity in the US to provide future databases.

Blue OWL controls data centers worth $ 13 billion and aims to reach $ 50 billion to December 2026.

The Great Year of Digital Realty

Digital Realty has been a public company for two decades, but it has never had a fundraising year like 2024. The company is an investment fund that builds databases for rental rental. She raised $ 8.5 billion last year from shares and debt to finance her growth that prevents artificial understanding, a 25% jump from 2023.

The flood of transactions does not show signs of slowdown. In the last four months, the company has raised $ 4 billion by selling the bonds stored in Irrow, shares and bonds for conversion.

In addition, in 2023, she established a venture giant in Blackstone Private Investment for Development of $ 7 billion. Blackston holds 80% of the shares in the venture and has contributed to a preliminary capital of $ 700 million.

Increased Digital Realty’s fundraising fundraising, members of the City Finance team remained for a few nights to work.

“There are always the last minute things that need to be solved, information that needs to flow back and forth, conversations you are having with banks and investors to bring the deal and close it,” said Matt Mersia, Digital Realty’s CFO.

Facebook’s green energy

When Silicon Ranch began to build solar panel farms in 2011, achieving a contract to build one mega-wat project to provide electricity to the Walmart store was a huge victory. The company in Nashville, Tennessee, contacted a local bank for the purpose of receiving loans for construction and assistance in funding tax benefits from the project, said the founding-co-founder and main fund manager, Reagan Farr.

Now the company builds or operates 16 solar farms that manufactures 1,500 megapped for meta-owned databases in Georgia and the Tennessee Valley. Each farm requires loans of hundreds of millions of dollars from national banks. The tax benefits are sold to large corporations, ranging from grocery stores to car parts.

Silicon Ranch, which is owned by private investment companies and Shell oil company, invests more than $ 3 billion in these projects. The money is for land, equipment, cut lines and work, including sheep’s sheeps used to cut the grass so that it does not block the sunlight you need to reach the boards.

As much as large, they are very far from the “Hyperscale,” Farr said. “My colleagues in Hyperscale say ‘$ 4 billion sounds like a lot, but it’s nothing for us,'” he said. “The average person does not appreciate the extent of these infrastructure projects because we have not built this way in America since the inter-state road system was built.”

Silicon Ranch turned to infrastructure investors to recruit additional cash, but it seems that it will not be big enough, Farr said. In the end, the company and other companies will have to take advantage of the largest money pool – the American stock market, said.

Banking at Coreweve

Coreweve, a filtered company for Annabiya, is preparing to examine the appetite of investors in shares. Immediately after a private fundraising balmos, the company hired JP Morgan Chase, Goldman Sachs and Morgan Stanley to lead its initial shares to the public.

Coreweve, who used to focus on providing data centers for cryptographic currencies, took advantage of her approach to Anabiya’s chips to a series of Wall Street deals that made her Hyperscale almost overnight.

Over the past year, Coreweve has raised a private capital of $ 1.1 billion from funds such as Magnetar Capital and Fidelity, took a private loan worth $ 7.5 billion and produced a private capital of an additional $ 650 million. It also took a renewable loan worth $ 650 million – the corporate corporate corporate equivalent – from the banks that handle its offering.

Catherine Odonel manages the field of financing for Jay Morgan’s technology in San Francisco. It is the one that led the bank’s energy loan team during the rise of hydraulic land stenosis to produce oil and natural gas. In some ways, investing in even more complex technology companies, she said.

The bank focuses on choosing companies with a great advantage over competitors, and providing loans that come to a fraction of borrowers’ valuations.

“The right companies have to be backed up because the risk of disruptions is much higher than gas,” she said. “Always pop up something new.”