AI Infrastructure Financing, Contracted Compute, Power, Networking, and Supply Chains

Infrastructure capital is broadening from GPU fleets into neoclouds, cooling, power projects, AI campuses, optical interconnects, and agent networking. AMD–DriveNets' claimed networking gains add a technical bottleneck signal but not independent commercial proof, while BIS evidence of AI-to-AI investment and supply-linked deal value raises concern that reported demand may partly reflect circular or internal financing. PaleBlueDot and Applied Digital claims remain insufficiently documented.