TheBitCast

🚨 THE AI INFRASTRUCTURE MARKET JUST GOT A LOT SMARTER.

Podcast: GRO MONEY NEWS · Teresa Grobecker

Opublikowano: 2026-10-09

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...