💥 AI HAS PLENTY OF BELIEVERS. IT IS RUNNING SHORT OF BUYERS AT THE ASKING PRICE.

An Australian AI infrastructure company just scrapped a proposed multibillion-dollar IPO. Meanwhile, hundreds of millions of dollars are being committed to private real assets, institutional buyers are acquiring leased industrial properties, and the semiconductor trade is getting absolutely hammered in Asia.Welcome to Tuesday's capital markets.📉 ASIA: South Korea's Kospi plunged approximately 7.4% during Tuesday's session as semiconductor shares sold off.💰 PRIVATE CAPITAL: Apogem Capital announced $472 million in aggregate real assets fund and co-investment commitments.🏢 REAL ESTATE: Link Logistics confirmed its acquisition of a 550,992-square-foot North Carolina industrial facility, fully leased to an investment-grade tenant.🧠 M&A: IonQ agreed to acquire cybersecurity company Elisity in a transaction valued at up to $1.3 billion.📈 RATES: The 10-year Treasury last stood at 5.24%, while Freddie Mac's latest 30-year mortgage average reached 7.40%.⚡ THE BIG LESSON: AI infrastructure is not automatically bankable because everybody wants compute. Investors still want enforceable contracts, credible counterparties, power availability, and cash flow.My take: The next big winners in infrastructure will not necessarily be the companies promising the most capacity. They will be the ones that can actually finance, construct, and deliver it.In today's GRO MONEY NEWS, we're breaking down the market signals, transactions, and financing structures that institutional investors need to understand.🎙️ Listen, share, and tag somebody who needs a sharper perspective on where capital is moving.Until tomorrow, be the best human you can be. ~ Teresa GrobeckerSign up for the daily newsletter on LinkedIn.Read on LinkedIn https://www.linkedin.com/build-relation/newsletter-follow?entityUrn=7354236980961886208Listen to GRO MONEY NEWS https://podcasts.apple.com/us/podcast/gro-money-news/id1833953369