Edition 341: 3 things investors need to know from last week!
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AI Infrastructure Mega-Deal: Nvidia and Meta expanded a multiyear partnership to deploy millions of Blackwell and Rubin GPUs, along with CPUs and networking, to power AI training and inference across Meta’s global data centers. The deal deepens Meta’s reliance on Nvidia’s full-stack platform, introduces large-scale Grace CPU servers, and could pressure legacy CPU vendors while reinforcing Nvidia’s lead despite broader AI chip market uncertainty.
Source: Yahoo Finance
Japan–US Energy Investment Push: Japan will invest $36 billion in US natural gas, oil export, and critical mineral projects—led by a major Ohio gas plant—under a broader $550 billion trade framework tied to tariffs negotiated with Donald Trump. The initiative boosts US energy capacity for AI-driven demand while giving Japan strategic returns and reinforcing bilateral economic and industrial alignment.
Source: Bloomberg
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Private Tech Access for Retail Investors: Powerlaw plans to list a fund giving everyday investors exposure to private giants like SpaceX and Anthropic through secondary share purchases, pending SEC approval. The vehicle could democratize access to high-growth private markets but carries risks including limited disclosures, management fees, and potential trading discounts to net asset value.
Source: Bloomberg
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