Sources: private capital giant Apollo Global has shorted loans and rapidly cut exposure to the enterprise software sector in 2025 amid concerns over AI threat
Private capital giant shorted loans and cut exposure to sector amid concerns over threat from AI
OpenAI urges the US to commit to building 100GW of new energy capacity each year to stay ahead of China in AI, and says “electrons are the new oil”
mobilizing private capital alongside government partners to establish accredited, classified data centers purpose-built for government AI. Bluesky: Nitish Pahwa / @nitishpahwa.com : if I say “my ass i...
Meta forms a JV with Blue Owl to fund the $27B, 2GW Hyperion data center in Louisiana, its largest ever private capital deal; Meta will retain a ~20% equity
Meta (META.O) has struck a $27 billion financing deal with Blue Owl Capital to fund its biggest data center project globally …
Sources: private capital firms like Oaktree, EQT, and DWS are seeking to cash in on the US-driven AI boom, launching €17B of European data center sales in weeks
Oaktree Capital, Partners Group and EQT among those seeking to cash in on AI boom — Private capital firms are seeking … X: @ivanlevingston X: Ivan Levingston / @ivanlevingston : Swiss private equity...
Morgan Stanley: hyperscalers will fund $1.4T of the $2.9T in future AI infrastructure through 2028, with debt, PE, VC, and other sources making up the $1.5T
Private capital joins Big Tech in seeking to capture rewards from historic expansion of data centres
Sources: Meta is looking to raise $3B in equity and $26B in debt, from private capital firms, including Apollo Global and KKR, to fund its data center build out
www.ft.com/content/aff1... @ivanthek : WTF? — This is not exactly a vote of confidence in their own strategy. — www.ft.com/content/aff1... [image] X: Luke Kawa / @ljkawa : Private credit and AI, ...
African Private Capital Association: VC inflows to Africa fell 22% YoY to $3.6B in 2024, after a 31% YoY drop in 2023; fintechs had 116 deals raising $1.4B
Ruth Olurounbi / Bloomberg :
Mastercard withdrew its commitment to invest $100M in 54 Collective, a top VC firm in Africa, where startup funding fell from $4.6B in 2022 to $2.2B in 2024
Read the latest from @tarykuh.bsky.social: — restofworld.org/2025/masterc... X: @restofworld : Mastercard Foundations big withdrawal from Africa's top VC firm leaves a gap in support for early-stage...
Association for Private Capital Investment in Latin America: startups in the region raised $2.8B in Q1 2022, up 67% YoY and up 375% compared to Q1 2020
or $1.2 billion - having flowed into the category, according to @lavca_org https://techcrunch.com/...