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Infra2026-06-05 · source-backed

AirTrunk committed $30B to build 5GW of AI compute across India.

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One of the largest single-country infrastructure commitments to date (TechCrunch). The hyperscale buildout is escalating into South Asia as demand outruns existing capacity. Meanwhile Meta is standing up capacity in literal tents borrowed from Tesla's playbook (TechCrunch), and Kevin O'Leary halved a 40,000-acre Utah site under community pressure (The Verge). The compute land-grab is hitting physical limits: fabs, power, water, and neighbors who vote.

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