Three deals on June 12 signal capital flowing into AI-optimized data center land and power at unprecedented scale
## Deal velocity picks up
On June 12, KKR closed a **$10 billion** transaction with Nvidia — the largest single infrastructure commitment DC Hub has tracked in 2026. The same day, Microsoft secured **48 MW** of capacity (via two separate allocations) and Meta locked down **298 MW**, bringing the 24-hour hyperscaler total to **394 MW**.
The KKR-Nvidia deal appears infrastructure-focused rather than equipment procurement; the price tag and lack of MW specification suggest a land/power/site-control play positioning KKR to build out turnkey AI-optimized facilities ahead of demand. This aligns with the AI buildout thesis: hyperscalers are competing not just for chips, but for the power and real estate to run them.
## Where the power actually is
DC Hub's live DCPI scoring shows the constraint picture: **Cheyenne, WY** leads the Excess Power index at **69.5**, followed by **Rural SPP markets in Kansas** at **67.2**. On the opposite end, **Dublin, OH** scores **22.4** (constraint index: **72.5**), while **London** (**13.5**) and **Amsterdam** (**13.7**) remain structurally tight on the European grid.
The disconnect is clear: capital is chasing AI infrastructure, but the most liquid power markets are still underpriced relative to demand. Deals like KKR's bet on securing optionality before grid access becomes the bottleneck.
## Methodology
DC Hub tracks 313 markets, 126,649 substations, and live grid telemetry across 4 continents. The DCPI Excess Power index scores markets 0–100 based on MW headroom, interconnection queue velocity, and utility build-ahead capacity.
**Source:** DC Hub Data Center Power Index (https://dchub.cloud/dcpi). Updated daily.
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