⚡ 900 MW sounds impressive. The better question is how much of it is actually producing cash.
Firmus added OpenAI as an anchor customer at two Malaysian AI Factory sites and now reports more than 900 MW of contracted capacity across its total customer portfolio. Institutional capital has to go several layers deeper: how much is powered, how much is operating, who is obligated to pay, and when does the revenue actually begin?
Today’s GRO Money News also covers the $3.9B EverBank and WaFd merger, oil pushing toward $100, mortgage rates still near 7%, sovereign capital moving into AI infrastructure, and why banks are now building their own stablecoin rails.
💰 The headline gets attention…
The skinny
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