๐ฐ WALL STREET FOUND $63 BILLION FOR AI. YOUR MORTGAGE IS STILL 7.33%.

That may be the cleanest explanation of todayโs capital markets.
๐ค Bank of America, Blackstone, Citi and Morgan Stanley have assembled a $63 billion AI compute financing structure around Broadcom infrastructure for Anthropic.
โก Vertiv just completed a $1.45 billion acquisition of a power infrastructure company specializing in microgrids and behind the meter architecture for data centers.
๐ Nasdaq: +1.18%
๐ฆ 10 year Treasury: approximately 5%
๐ 30 year mortgage: 7.33%
๐ข๏ธ Brent crude: approximately $114
๐ฏ๐ต Japan: AI stocks higher Wednesday morning
๐ฐ๐ท South Korea: ripping higher on the semiconductor trade
The conclusion is not that capital disappeared.
Capital got selective.
The winners will be projects that can prove power, site control, offtake, equipment, cash flow and downside protection.
GRO Group has billions of dollars for infrastructure, and we are actively looking for qualified data centers, energy projects, solar projects and ground up developments that can survive institutional underwriting.
Today on GRO Money News: the Fed decision, the $63 billion AI financing, data center power M&A, housingโs real value correction, mortgage rates, and a proposed federal tax change that could materially affect large data center underwriting.
Until tomorrow, be the best human you can be.
~ Teresa Grobecker
Sign up for the daily newsletter on LinkedIn
Read GRO Money News on LinkedIn
Listen to GRO MONEY NEWS on Apple Podcasts
- Duration
- 11m
- Broadcast on
- 28 Oct 2026
- Audio Format
- other
Transcription truncated.
That may be the cleanest explanation of todayโs capital markets.
๐ค Bank of America, Blackstone, Citi and Morgan Stanley have assembled a $63 billion AI compute financing structure around Broadcom infrastructure for Anthropic.
โก Vertiv just completed a $1.45 billion acquisition of a power infrastructure company specializing in microgrids and behind the meter architecture for data centers.
๐ Nasdaq: +1.18%
๐ฆ 10 year Treasury: approximately 5%
๐ 30 year mortgage: 7.33%
๐ข๏ธ Brent crude: approximately $114
๐ฏ๐ต Japan: AI stocks higher Wednesday morning
๐ฐ๐ท South Korea: ripping higher on the semiconductor trade
The conclusion is not that capital disappeared.
Capital got selective.
The winners will be projects that can prove power, site control, offtake, equipment, cash flow and downside protection.
GRO Group has billions of dollars for infrastructure, and we are actively looking for qualified data centers, energy projects, solar projects and ground up developments that can survive institutional underwriting.
Today on GRO Money News: the Fed decision, the $63 billion AI financing, data center power M&A, housingโs real value correction, mortgage rates, and a proposed federal tax change that could materially affect large data center underwriting.
Until tomorrow, be the best human you can be.
~ Teresa Grobecker
Sign up for the daily newsletter on LinkedIn
Read GRO Money News on LinkedIn
Listen to GRO MONEY NEWS on Apple Podcasts