Capri EGM
Capri EGM is an investment manager focused on logistics, life science, and R&D real estate.
06/09/2026
SpaceX has detailed the design of its first orbital AI data center satellite, called AI1.
https://letsdatascience.com/news/elon-musk-reveals-spacex-ai-data-center-satellite-design-3250209c
Elon Musk Reveals SpaceX AI Data Center Satellite Design SpaceX has detailed the design of its first orbital AI data center satellite, which it calls AI1, the initial spacecraft in a planned constellation that would perform AI computing in Earth orbit. Reporting summarized by outlets including Bloomberg and TradingKey describes a satellite with a roughly....
06/03/2026
Musk has a habit of making things work that seemed economically irrational until they weren't.
https://qz.com/orbital-data-centers-ai-space-tech
AI data centers in space are Big Tech's next big bet As resistance to massive data centers grows on Earth, companies like SpaceX and Google are exploring AI infrastructure in orbit instead
05/27/2026
Is Taiwan in the epicentre of the AI revolution?
https://www.reuters.com/world/asia-pacific/nvidia-ceo-says-taiwan-is-epicentre-ai-revolution-2026-05-27/
Nvidia to spend $150 billion a year in Taiwan, 'epicentre' of AI revolution, says CEO Nvidia's chief executive said on Wednesday the chip company plans to invest around $150 billion a year in Taiwan, terming it the "epicentre" of the AI revolution and predicting it will be the world's tech manufacturing hub for a long time.
05/19/2026
Blackstone, managing more than $1.3 trillion in assets, is investing aggressively across the AI ecosystem.
https://www.cnbc.com/amp/2026/05/19/blackstone-google-ai-data-center-joint-venture-tpu.html
Blackstone to invest $5 billion in AI infrastructure venture with Google, powered by TPU chips Blackstone is partnering with Google to launch a U.S.-based AI infrastructure company powered by Google’s TPU chips.
05/12/2026
Musk’s AI efforts are gaining momentum.
https://www.seattletimes.com/business/elon-musks-spacex-plans-55-billion-investment-to-make-ai-chips/
Elon Musk’s SpaceX plans $55 billion investment to make AI chips The semiconductor factory, called Terafab, is intended to supply chips to power artificial intelligence for SpaceX and Tesla.
05/05/2026
Peter Thiel - The future demands more compute than we can imagine. Extra-terrestrial solutions are no longer science fiction.
https://www.geekwire.com/2026/data-centers-at-sea-oregons-panthalassa-nets-140m-led-by-peter-thiel-for-wave-powered-ai/
Data centers at sea: Oregon’s Panthalassa nets $140M led by Peter Thiel for wave-powered AI Oregon-based Panthalassa raised $140M in a round led by Peter Thiel to build floating orbs that pair wave energy with onsite AI computing, bypassing transmission costs.
04/28/2026
AI giants are pushing the tech envelope in their quest for electricity.
https://www.axios.com/2026/04/27/meta-data-centers-space
Meta wants to power data centers from space The announcement shows how AI giants are pushing the tech envelope in their quest for electricity.
04/21/2026
As AI demands ever more power, researchers are looking to the brain for more efficient ways to process information.
https://singularityhub.com/2026/04/20/printed-neurons-that-mimic-brain-cells-could-slash-ais-energy-bill/
Printed Neurons That Mimic Brain Cells Could Slash AI's Energy Bill New artificial neurons fire so realistically they can activate living brain cells in mouse tissue.
04/14/2026
Almost half of the US data centers planned for this year are expected to be delayed or canceled.
https://www.bloomberg.com/news/newsletters/2026-04-01/us-data-center-boom-relies-on-hard-to-find-electrical-equipment
The US Data Center Boom Is Hitting a Transformer Crunch More than half the US data centers planned for this year are expected to be delayed.
04/07/2026
MIT researchers develop system that boosts the performance of data center storage devices.
https://news.mit.edu/2026/helping-data-centers-deliver-higher-performance-less-hardware-0407
Helping data centers deliver higher performance with less hardware MIT researchers developed an intelligent system for balancing the tasks of storage devices inside a data center, which can extend the longevity of storage hardware and help a data center operate more efficiently.
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