A big announcement
The almost headlines
In case you missed
Focus: supply chains, defense/aero, energy resilience, frontier tech.
Up to $10B direct equity/VC; expands financing support to $500B (from prior $1T).
Builds advisory council, ramps talent; pushes policy for R&D, permitting, and critical minerals.
Co-designed silicon + Ethernet fabric for next-gen clusters.
Starts 2H’26; completes by YE ’29 across OpenAI + partner DCs.
Embeds frontier-model insights in hardware; optimized with Broadcom Ethernet.
Fuel-cell–powered, fast-deploy “AI factories.”
Bloom is preferred onsite power provider across Brookfield builds (EU site forthcoming).
Integrates compute + power + DC architecture + capital; targets surging AI loads.
Interconnect in service Q1’26; minimal capex for Fermi.
Powers Phase-1 AI campus near Amarillo, TX (with Texas Tech System).
Part of hybrid gas + advanced tech strategy for next-gen grids & AI.
Enhances takeaway for American Premium Uinta crude; 4Q’26 target.
Adds continuous loop track, 140 kb/d rail load rack, 9 loading arms, 4 truck lanes, heated ~140 kb tank.
Two new 6,000-ft storage tracks; FourPoint secures 50 kb/d capacity.
Equity anchored by Goldman Sachs Alternatives; flexibility for NM/TX/OK buildout.
Upsized credit facility: $600M (from $400M) led by Texas Capital Bank.
Footprint: 3,300+ miles pipe, ~860k dedicated acres; Lea County plant to 240 MMcf/d by Q3’26.
Two legs @ 2.5 Bcf/d each; FID reached; late ’28/early ’29 completion.
Cougar (Tres Palacios→Katy) + Mainline (Katy→Port Arthur); anchor: Sempra (PALNG Ph.2).
Includes 55-mi Cougar Lateral, 178-mi Mainline, 3-mi Spindletop Storage Lateral; ~300k HP compressors.
First U.S. commercial DLE in Smackover Formation; COD 2028.
Upfront cash + milestone payments; first solar deal on LandBridge acreage.
Nightly, open-source, cross-vendor re-benchmarking of LLM inference - capturing real-world throughput, latency, and interactivity trade-offs as software and hardware evolve.
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DISCLAIMER: None of this is financial advice. This newsletter is strictly educational and is not investment advice or a solicitation to buy or sell any assets or to make any financial decisions. Please be careful and do your own research.