GRO MONEY NEWS - WALL STREET JUST SPENT $115 BILLION ON THE PLUMBING.

Marvell agreed to acquire Lumentum for approximately $115B in enterprise value.

Oracle priced $20B in financing.

Anthropic disclosed $895.4B in aggregate purchase and lease commitments.

The AI investment thesis is shifting toward power, optical connectivity, fiber, and capital structure.

The processors are only part of the investment.

GRO Group has billions for infrastructure.

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#GROMoneyNews #DataCenters #Infrastructure

Duration: 44m
Broadcast on: 03 Nov 2026
Audio Format: other

Grow Money News. Wall Street just spent $115 billion on the plumbing. Oracle is borrowing at 8.65%. Tuesday, November 3, 2026. Good morning, and welcome to Grow Money News. It is Tuesday, November 3, 2026. And Wall Street has apparently decided that the most valuable thing in artificial intelligence might not be the intelligence. It might be the plumbing. Yesterday, Marvel technology announced a $115 billion acquisition of Lamentum, a company manufacturing optical technology that moves information between computing systems. That is $115 billion in enterprise value for the infrastructure that allows processors to communicate. Meanwhile, Oracle announced $20 billion in new financing. Its longest-dated bonds carry an 8.65% coupon, while a separate portion of the financing comes from issuing new common equity. And if that sounds expensive, anthropic just disclosed approximately $895 billion in aggregate purchase and lease commitments, substantially associated with computing and infrastructure. That is not $895 billion in current debt, and it is not money already spent. But it is an extraordinary illustration of the long-term financial obligations being created beneath the artificial intelligence economy. Apparently, the industry has discovered that artificial intelligence requires considerably more than a brilliant software engineer and a collection of very expensive processors. It requires electricity, networking, optical connectivity, physical infrastructure, financing, and customers willing to pay enough to support the investment. Today's episode is brought to you by Grow Group. We have billions for infrastructure, and we are actively seeking qualified developers and project sponsors with substantial infrastructure projects and scalable development pipelines. From artificial intelligence data centers and power generation to solar, energy storage, logistics, and major real estate developments, Grow Group structures institutional equity, debt, and financing solutions around the actual economics of the project. Our focus is on financeable infrastructure supported by credible sponsorship, enforceable contracts,

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