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AI Investments

ETF movesThe AI stocks funds are adding, trimming, or dropping.

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Position changesComing soon
AI EntanglementsComing soon

Security

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Video

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Compute & Infra

A major new AI data-center campus comes online with dedicated power secured

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Upcoming

Announced or reported, but not yet real or available.

Compute & InfraSep 1

Google buys 396MW from Fervo's Utah geothermal project

Waiting on: Plant completion - Cape Station is under construction and slated to come online in 2028, and Google's possible Utah data center still depends on approvals and commercial conditions.

Compute & InfraSep 1

Cerebras starts building first 50MW of Finnish data-center campus

Waiting on: Construction completing - work has started on the first 50MW phase and nothing is running yet.

Compute & InfraSep 2

AWS targets December for Saudi cloud region, 2028 for AI Zone

Waiting on: Construction and service start - AWS puts the Saudi cloud region at December 2026 and the AI Zone's first 50MW at 2028.

VideoSep 1

World Labs gives select partners early access to Atlas world model

Waiting on: Early-access expansion - Atlas is open to select partners, and everyone else can only request access.