Morning Briefing

- Nvidia teamed with Apollo, BlackRock, Blackstone, Brookfield, Goldman Sachs and KKR to launch financing platforms aimed at moving more than $500 billion of external capital into AI compute infrastructure. - Etched raised a $700 million growth‑equity round to design custom inference silicon and rack‑scale clusters for next‑generation AI models. - New funding data shows a wave of seed and Series A rounds for optical‑interconnect and silicon‑photonics startups building high‑bandwidth AI network fabric. - Deloitte warns that U.S. power‑grid and data‑center capacity could fall short of the accelerating demand from AI workloads.