WS #11112
Bloom Energy and Brookfield expanded their partnership to $25B for AI data center power; Realty Income formed a $1.4B JV for hyperscale data centers. Michael Burry disclosed new short positions in Nvidia, Tesla, Caterpillar, and Applied Materials, signaling bearish bets on AI bubble and industrial cyclical. Micron (+240%), Intel (+216%), and AMD (+186%) added $2 trillion in combined market cap in Q2, as investors rotated from AI hyperscalers to AI enablers.
AI Infrastructure Deals: Brookfield-Bloom, Realty Income JV
Bloom Energy and Brookfield expanded their partnership to $25B for AI data center power; Realty Income formed a $1.4B JV for hyperscale data centers.
Michael Burry disclosed new short positions in Nvidia, Tesla, Caterpillar, and Applied Materials, signaling bearish bets on AI bubble and industrial cyclical.
Micron (+240%), Intel (+216%), and AMD (+186%) added $2 trillion in combined market cap in Q2, as investors rotated from AI hyperscalers to AI enablers.