TechCrunch published an analytical review on September 28, 2025, compiling the largest infrastructure deals fueling the generative AI boom. The article emphasizes that the industry has entered an "arms race" phase, where access to computational power is becoming the main competitive advantage. The author systematizes recent announcements: from the "Stargate" mega-project (OpenAI, Microsoft, and partners) with investments in the hundreds of billions of dollars, to multi-billion dollar contracts for specialized cloud providers like CoreWeave, which are building an alternative to the "big three" (AWS, Google, Azure). The review notes that this construction boom is having a huge impact on related markets, from server and network equipment manufacturers to energy companies that must supply gigawatts of power for the new data centers. The article concludes that we are witnessing an unprecedentedly large-scale overhaul of the internets physical infrastructure to meet the needs of AI.
TechCrunch: Billion-Dollar Deals to Build AI Infrastructure Are Accelerating
