Private Investors Accelerate the Next Wave of Compute Growth
Artificial intelligence is advancing faster than traditional markets can accommodate, pushing private capital to the center of AI’s infrastructure build-out. The demand for high-density compute, power-optimized data centers, and vertically integrated GPU capacity is rising exponentially, and private investors are stepping in to meet it.
Recent fundings for companies like Crusoe and Poolside AI highlight how private markets have become the primary engine driving AI infrastructure expansion. Institutional investors seeking exposure to AI’s growth curve are increasingly turning to private-market transactions for early access to these critical operators.
1. Crusoe Raises $1.375B as Private Capital Backs AI “Factories”
Crusoe closed a $1.375B Series E round at a valuation exceeding $10B, supported by Mubadala Capital, Valor Equity Partners, NVIDIA, and other major allocators, all through private financing channels.
Crusoe’s ability to attract billions in private funding reflects a broader reality. The most ambitious AI infrastructure projects are being built outside of public markets, creating compelling opportunities for institutional private-market participation.
2. Poolside AI Advances Up to $2B Private Raise Backed by NVIDIA
Poolside AI is finalizing a private round of up to $2B, targeting a $12B valuation, with NVIDIA expected to invest $500 million to $1 billion.
Through its infrastructure partnership with CoreWeave, Poolside will receive access to more than 40,000 NVIDIA GPUs and capacity within Project Horizon, a large-scale AI data center initiative supporting Poolside’s AI-for-code platform. Poolside remains fully privately financed, giving institutions an opportunity to participate in AI’s growth curve well ahead of a potential public listing.
3. Additional Private-Market Activity in AI Infrastructure
Voltage Park
A privately funded nonprofit deploying large clusters of NVIDIA H100 GPUs across multiple U.S. regions, serving researchers, labs, and model developers priced out of hyperscaler queues.
CoreWeave
A leading GPU cloud operator that continues to secure major private financings to expand North American data centers and scale next-generation GPU capacity.
These companies further illustrate how private markets, not public markets, are driving the compute expansion that AI depends on.
4. Why Private Markets Are Dominating AI Infrastructure Capitalization
- Capital Needs Outrun Public-Market Timelines
The scale of investment required, including multi-billion-dollar campuses, energy procurement, and GPU inventories, exceeds what most companies can pursue in a public-market environment. - Institutions Want Exposure Before Public Valuations Spike
The scale of investment required, including multi-billion-dollar campuses, energy procurement, and GPU inventories, exceeds what most companies can pursue in a public-market environment.
5. Looking Ahead: Infrastructure as the Investable Backbone of AI
AI infrastructure funding is surging across private markets as investors rush to support the compute, energy, and data center capacity powering global AI advancement. This growth underscores the increasing importance of private-market access for institutions seeking early exposure to the companies building AI’s foundation.
FNEX provides the access, transparency, and execution precision institutions need to participate in this sector. As a leading private securities platform, FNEX offers direct access to late-stage private stocks through its Institutional Dark Pool, which delivers liquidity and opportunities to evaluate large blocks of private shares in companies approaching key milestones.
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