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Weekend Edition · Jul 25 — Mega AI capex, M&A surge and a US…
Weekend Edition — the week in review. • OpenAI, TSMC and AMD each announced massive AI infrastructure commitments totaling well over $800B combined — signaling that frontier AI buildout is now a capital deployment contest at sovereign scale. • Global M&A hit $1.3T in Q2, up 35% year-on-year, with Uber buying Foodpanda for $14.8B and a Stripe-Advent bid valuing PayPal at $53B — roughly one-sixth of its 2021 peak. • Senate Republicans published a 616-page draft crypto market-structure bill while Citadel Securities took a $400M stake in Crypto.com — traditional finance and US regulation both…
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