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Energized Power Capacity Is Shaping the Next Phase of AI Infrastructure

Barchart·09/22/2026 07:33:00
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NEW YORK, Sept. 22, 2026 /PRNewswire/ -- Equity Insider News Commentary - The constraint in artificial intelligence infrastructure has moved. It is no longer chips, and it was never really land. It is energized capacity: a site where electricity is flowing, or will be shortly, without a multi-year wait in an interconnection queue. Equinix added a record 9,700 net interconnections in a single quarter and raised its guidance on the strength of that demand. Blue Owl Capital now manages $319 billion and has been steadily building a digital infrastructure business around financing exactly this shortage. Both are responses to the same problem, which is that the compute is ready before the power is. Active Companies from around the markets with current developments this week include: Host Digital Inc. (NYSE American: HOST), Blue Owl Capital Inc. (NYSE: OWL), Equinix, Inc. (NASDAQ: EQIX), DigitalBridge Group, Inc. (NYSE: DBRG), and Vertiv Holdings Co (NYSE: VRT).

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