WALL STREET JUST SPENT $115 BILLION ON THE PLUMBING.
Marvell agreed to acquire Lumentum for approximately $115B in enterprise value.
Oracle priced $20B in financing.
Anthropic disclosed $895.4B in aggregate purchase and lease commitments.
The AI investment thesis is shifting toward power, optical connectivity, fiber, and capital structure.
The processors are only part of the investment.
GRO Group has billions for infrastructure.
Spotify:
https://open.spotify.com/search/GRO%20Money%20News
Apple Podcasts:
https://podcasts.apple.com/us/podcast/gro-money-news/id1833953369
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