Podcast Episode
🚨 THE AI INFRASTRUCTURE MARKET JUST GOT A LOT SMARTER.

About this episode
Nvidia backed Firmus tried to take a multibillion dollar data center IPO to market.Investors said: show us the economics.Meanwhile, Google’s Wyoming data center structure includes roughly $1.8B of new generation investment, 590 MW of grid service, 2.1 GW of additional contracted resources, and $399M already advanced for long lead equipment.That is the difference between an AI story and a bankable infrastructure transaction. ⚡Also in Friday’s GRO Money News:📉 Nasdaq: down 1.3%
🏦 10 year Treasury: about 5.23%
🏠 Freddie Mac 30 year mortgage: 7.40%
🌏 Asia: AI spending concerns hit Japan
🇦🇪 Mubadala: $6.2B Clear Channel deal clears CFIUS
🤖 SoftBank + Grab + PETROS: new sovereign AI infrastructure push in Malaysia
💰 Opportunity Zones: the December 31 transition date mattersMy take: AI infrastructure does not have a capital shortage. Poorly structured AI infrastructure has a capital shortage.Until tomorrow, be the best human you can be. Listen, share this with someone financing infrastructure, and tag the person still confusing an MOU with revenue.Read GRO Money News on LinkedInListen to GRO MONEY NEWS