AI Infrastructure Buildout Accelerates

Massive capital is flowing into AI infrastructure: Firmus Grid $2B (Nvidia), Valar Atomics $1B, CoreWeave $8.5B loan, Applied Compute raising hundreds of millions, Alpha Compute $55M land/gas, Roma Green Finance $200M ATM. Crypto miners like Riot pivot to AI compute landlord model with $9.1B Anthropic deal. Hedge funds are shorting infrastructure names, signaling potential correction.