SocGen is getting into the systematic equity dispersion game

Broadcom said it launched a financing platform with Apollo and Blackstone to enable more than 20 GW of AI compute capacity through 2028, starting with a $35B tranche. GM is developing sodium-ion batteries for data centers and the grid. The article highlights Bloom Energy, GE Vernova, and Vistra as grid/power providers, citing Bloom Q1 revenue $751.1M (+130%) and 2026 outlook $3.4B–$3.8B, GE Vernova Q1 orders $18.3B (+71%) and backlog $163B, and Vistra 20-year nuclear PPAs totaling up to 1,200MW

The Information, cited by ZeroHedge, says OpenAI is in advanced talks to lease a proposed 10-gigawatt data center campus on federal land in Ohio. The report adds Nvidia could provide financial backing; OpenAI would control chip stacks and start payments when operations begin, with phase one targeted for 2028. The buildout could cost $500B+, and Ohio lawmakers are considering a bill to make data centers pay for power costs.

RWE installed the first turbine at its 660-MW Nordseecluster A offshore wind farm in Germany’s North Sea, with 44 Vestas V236-15.0 MW turbines; full commercial operation is expected in early 2027. RWE holds 51% and Norges Bank Investment Management 49%. TotalEnergies said it is negotiating with German authorities about returning a 1.5-GW offshore wind licence.

KKR launched Helix Digital Infrastructure with over $10 billion in committed capital to fund AI infrastructure build-outs, citing demand for AI services and constraints from power supply and electronics shortages. Kuwait Investment Authority, Nvidia and Vistra are anchor investors; former AWS CEO Adam Selipsky leads. Nvidia will support data-center design and Vistra will supply power.

The article says Redwire (RDW) fell about 23% in a week on dilution concerns, citing Q1 shareholders’ equity rising to $1.09B (including stock-based compensation and a $42.5M accelerated charge) and a $500M at-the-market share-sale program; it also notes Q1 revenue and adjusted EPS missed consensus. It highlights Kratos (KTOS) as an alternative, reporting Q1 adjusted EPS of $0.16 and revenue of $371M, and raising FY26 revenue guidance to $1.70B–$1.76B. It also profiles Rocket Lab ($200.35M Q1 re

Marriott International said India is among its fastest-growing markets and plans to double its hotel footprint in five years, with more than 200 hotels in the pipeline. The company reported it has grown from about 150 hotels in India to over 220, targeting close to 300 by year-end. It cited demand resilience despite early disruption from Gulf-related travel shifts.