Reflection Nebius Compute Deal Signals AI Capacity Lock-In
TechCrunch and Forbes report Reflection lined up $1 billion in Nebius compute, a sign AI teams may need multi-year capacity planning.
Market Analysis
Trends, strategy, and the broader shape of the enterprise software market.
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AI Data Center Utility M&A and Enterprise Power Planning
Utility M&A reached $203.6B in the first five months of 2026, adding new pressure to AI site selection, grid access, and power-cost planning.