Theme

Finance takes over the physical plant

Explore this theme’s evidence over time →

Sources

Attribution and reporting linked by this record; links do not imply independent verification.

Welcome to December 22, 2025 (theinnermostloop.substack.com)

Datacenters stop being built by the companies that use them. Asset managers become the landlords of compute, and Big Tech becomes a tenant.

Development timeline

Newest reporting dates first. Reporting dates may differ from event dates.

2026-09-15: The first automated humanoid production line ships its first unit on foot

2026-07-01: An automaker installs its first humanoid production line

2026-06-20: Machines outnumber humans at a humanoid maker

2026-06-15: A humanoid climbs to 20,312 feet

2026-06-13: Europe opens its largest-ever power-semiconductor investment

2026-06-02: An AI holding company passes an automaker as Japan's most valuable

2026-05-25: A humanoid ships as a programmable entertainment platform

2026-05-22: A humanoid maker opens a 10,000-unit line

2026-05-20: A $25B joint venture targets half a gigawatt of custom silicon

2026-05-18: A $67B utility merger forms a colossus across the datacenter belt

2026-05-04: A toilet maker turns out to be the world's second-largest chuck producer

2026-04-30: Humanoid production goes from one a day to one an hour

2026-04-30: AI labs take 7% of all London office lettings

2026-04-29: Two thirds of planned datacenters head for rural farmland

2026-04-26: A governor vetoes what would have been the first statewide moratorium

2026-04-16: A wool sneaker maker sells for $39M and becomes a GPU cloud

2026-03-31: A robotic brain assembles GPU racks

2026-03-25: Microsoft rents a 700-MW site built for its rivals

2026-03-22: A $500B datacenter campus rises on a decommissioned enrichment plant

2026-03-20: Bezos raises $100B to buy manufacturers and automate them

2026-03-17: Datacenter construction spending passes offices for the first time

2026-03-12: A telco commits $250B to network buildout

2026-03-06: A startup raises $300M selling powered land

2026-03-02: Three hyperscalers could each borrow $200B and stay investment grade

2026-02-23: Farmers field offers above $120,000 an acre

2026-02-19: OpenAI anchors a gigawatt datacenter in India as Meta funds politicians

2026-02-19: Activists ask a toilet maker to abandon toilets for chips

2026-02-17: Adani plans $100B of datacenters as English towns protest theirs

2026-02-06: Four companies forecast $650B of combined 2026 capex

2026-01-31: CERN takes $1B from private donors for a Higgs factory

2026-01-29: Tesla discontinues the Model S and X to build robots

2026-01-25: A toilet maker rises 11% on NAND demand

2026-01-14: A tractor company becomes a $300B AI play

2026-01-13: CoreWeave installs 2,000 GPUs a day

2026-01-10: Project Rainier becomes the world's largest datacenter

2026-01-09: A private telescope larger than Hubble is funded

2026-01-09: xAI puts $20B into a Mississippi datacenter

2026-01-03: Anthropic buys a million TPUs and skips the cloud

2026-01-02: Nokia reinvents itself as a datacenter network vendor

2025-12-31: xAI takes a third site to reach a million chips

2025-12-30: A funeral company pivots to chip cooling

2025-12-30: Samsung raises Texas 2-nm output to 50,000 wafers

2025-12-29: SoftBank nears a $108B infrastructure acquisition

2025-12-29: TSMC raises 2-nm prices for four years

2025-12-26: A former a16z partner raises $10B for a single gigawatt

2025-12-25: Hyperscalers move $120B of datacenter spend into SPVs

2025-12-24: Tesla, Amazon and Oracle invest in Bolivian datacenters

2025-12-24: $2.6B deployed for Frankfurt, Amsterdam and Paris datacenters

2025-12-23: Alphabet buys Intersect Power for $4.75B and a 15 GW pipeline

2025-12-22: Blackstone and TPG plan 40 GW as Big Tech's compute share falls to 18%

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Finance takes over the physical plant
Innermost Loop KB — secondary record
Reporting date: unknown
KB permalink: https://nicholsn.github.io/innermost-loop-kb/themes/capital-takes-the-plant
Attributed sources:
- Welcome to December 22, 2025 — https://theinnermostloop.substack.com/p/welcome-to-december-22-2025
This citation does not imply independent verification of linked-source claims.

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