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The AI race is increasingly being decided by who controls the most valuable data—and who can build the infrastructure to use it.
SpaceXAI is exploring a major Texas data center expansion, while Oracle is confronting multibillion-dollar cost surprises on a proposed $165 billion AI supercampus.
The Information’s reporters are already inside these projects, revealing how AI investment is shifting before the broader market catches up.
The Information Pro’s newly expanded Enterprise Software Startup Takeover List identifies more than 160 privately held software companies that could face pressure to sell this year. Many specialize in data management, storage, cybersecurity and infrastructure—areas becoming more strategically valuable as companies race to build AI products.
The Information Pro’s AI Data Center Database maps more than 20 of the largest completed and planned AI server clusters, revealing where computing capacity is being built, who is behind it and how much capital is at stake.
With these Pro tools, subscribers can:
- Spot data-rich acquisition targets before deals are announced.
- Track new AI computing capacity and the companies building it.
- Understand how power constraints and rising costs are reshaping the market.
- See where strategic interest and capital may move next.
The list is part of a broader suite of Pro tools built to help subscribers find tomorrow’s winners first. The Tech IPO Tracker follows companies approaching the public markets. The Talent Tracker: Venture Capital’s Rising Leaders 2026 highlights the investors positioned to shape the future of venture capital. Pro subscribers can also use Org Charts and Deep Research to follow executive movement, analyze company strategy and conduct deeper diligence.
Together, these resources reveal where companies, talent and capital are moving—not just what already happened.
Before it's everywhere, it's on The Information. Subscribe today for $999 $749 and save 25% on the first year to access the full takeover list, proprietary databases and exclusive reporting.
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