Capital Strategies

Masayoshi Son and Emmanuel Macron during the announcement of SoftBank’s €75 billion AI infrastructure investment in France and major AI compute capacity in Europe.

France Lands €75 Billion SoftBank Deal in European AI Race

SoftBank's landmark commitment to build 5 gigawatts of AI data-center capacity in France marks a turning point in how frontier compute is financed, sited, and geopolitically anchored.

Tech IconsJun 1, 2026AI EconomyCompute InfrastructureData CentersHyperscalers

Blackstone and Google AI compute platform partnership focused on TPU infrastructure, hyperscale AI cloud capacity, and large-scale AI data center expansion in the United States

Blackstone and Google Build a New AI Compute Giant

Blackstone's $5 billion equity commitment and Google's proprietary TPU silicon combine to form an independent compute platform targeting the accelerating global demand for AI infrastructure.

Tech IconsMay 19, 2026AI ComputeHyperscalersPrivate EquityTPUs

NVIDIA RTX Pro 6000 Blackwell GPU representing NVIDIA and IREN AI infrastructure, Blackwell GPU deployment, hyperscale AI compute, GPU cloud infrastructure, and AI data centre expansion

NVIDIA Bets on IREN to Solve Artificial Intelligence's Power Problem

NVIDIA's partnership with IREN, targeting 5 gigawatts of AI infrastructure, marks a structural shift in how the industry is building the physical foundations of artificial intelligence.

Tech IconsMay 8, 2026Data CentersEnergy InfrastructureHyperscalers

Meta layoffs AI strategy with job cuts, workforce reduction and restructuring in 2026 as cost cutting, headcount reduction and efficiency program fund capital spending, AI infrastructure, Superintelligence Labs and broader AI investment strategy and AI pivot across big tech

Meta Chooses Compute Over Headcount in Its Biggest AI Bet

Meta is eliminating roughly 14,000 positions while doubling capital spending to $115–135 billion, placing an enormous strategic wager on AI infrastructure and open-source model leadership.

Tech IconsApr 24, 2026AI InfrastructureCapital ExpenditureTech Layoffs

JPMorgan security initiative Europe expansion showing strategic investment in defense energy and critical minerals for supply chain security

JPMorgan Extends $1.5 Trillion Security Initiative to Europe

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OpenAI $852B valuation Sam Altman investor concerns enterprise pivot growth valuation secondary market discounts OpenAI valuation scrutiny

OpenAI's $852 Billion Price Tag Unnerves Its Own Backers

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CoreWeave AI infrastructure Meta deal AI compute GPU cloud growth hyperscale data center infrastructure CoreWeave AI deals expansion

CoreWeave Locks In Meta and Anthropic in Back-to-Back Deals

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Scott Bessent Trump Accounts program US Treasury as Trump Accounts savings system launches with BNY Mellon and Robinhood for newborn savings accounts policy and public private capital model

BNY Mellon and Robinhood to Power Trump Accounts Program

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Jamie Dimon JPMorgan Dimon letter outlining stagflation risk, macro risks, policy reform and economic outlook as JPMorgan reports record results and strong financial performance

Jamie Dimon Warns of Structural Risk as Markets Stay Complacent

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NVLink Fusion NVIDIA data center infrastructure as NVIDIA and Marvell build AI infrastructure linking custom silicon through high-bandwidth interconnect

NVIDIA and Marvell Forge a $2 Billion AI Infrastructure Alliance

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private credit redemptions as Ares Strategic Income Fund triggers redemption gates, testing liquidity limits in retail private credit markets

When the Gate Comes Down: Private Credit's Retail Reckoning

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Apollo Global Management signage representing private credit liquidity as fund redemptions exceed limits in retail private credit markets

Apollo Tests the Limits of Private Credit's Retail Experiment

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AI Cyberattacks Surge as Deepfakes and ML Breach Defenses

Workday Reports Data Breach Through Third-Party CRM System

Security Flaw in Perplexity's Comet AI Browser Exposes User Data

DDoS Attacks Overwhelm Global Digital Networks via IoT Botnets

AI Tools Turn Hackers Into Sophisticated Cybercrime Threat

Chevron headquarters building illustrating Chevron Q1 2026 results with strong production growth, rising oil output, and improved upstream performance as adjusted earnings and shareholder returns highlight the company’s energy strategy

Chevron Posts Q1 Beat as Production Surges 15%

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UAE OPEC exit shows UAE leaves OPEC reshaping OPEC oil market through ADNOC production growth, global oil supply shifts, oil market disruption, OPEC+ fragmentation, Saudi OPEC leadership pressure, UAE oil strategy, OPEC supply control, ADNOC expansion plan, oil price volatility, OPEC cartel decline, Middle East oil market and oil production strategy

OPEC Loses the UAE in Its Most Damaging Split in Years

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Oil tanker navigating the Strait of Hormuz as Brent crude prices surge above $90 amid escalating U.S.–Iran tensions.

Brent Crude Tops $90 as Hormuz Crisis Shakes Global Oil Markets

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