🔥 THE CHIPS ARE HOT. THE GRID IS NOT.
Nvidia jumped after delivering $96.2B of quarterly revenue and $89B from Data Center.
That is the headline.
The capital allocation story is considerably bigger.
⚡ OpenAI is moving toward 3.2 GW of new Georgia generation capacity.
✈️ Apollo and KKR just valued Atlantic Aviation at nearly $10B.
🌎 Mubadala Capital is buying a majority interest in major U.S. logistics platform Arrive Logistics.
💰 Lambda closed approximately $926M of secured GPU financing around committed customer deployment and investment grade offtake.
🏢 A $450M tri state real estate portfolio was financed through multiple asset…
The skinny
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