Crusoe $3.9B Series F @ $30.9B — vertically integrated AI infra
From Mexico: Crusoe closes a $3.9B Series F at $30.9B post-money — energy, datacenter, AI cloud. Not Euclyd silicon. Not an AEMA grid twin. >$140B pipeline = company-stated.
AI infrastructure
Cornelis’s $205M bet: make the AI network compute
From Mexico: Cornelis Networks just raised $205M and launched Active Compute Fabric — networking silicon that processes AI traffic in-path, not just pipes between GPUs. Open scale-up/out, Qualcomm collab.
Google’s €13bn Finland bet — first nuclear deal outside the US
From Mexico: I’m covering Google’s €13bn Finland AI buildout — three new data centres and a 22-year Fortum nuclear PPA, its first outside the US.
Nvidia just bought Hugging Face’s open AI front door
Nvidia agreed to buy Hugging Face for $12.93B, putting the open-model hub inside the chip giant while promising developers can keep choosing their hardware.