Latest / The QuantAlpha Briefing
Jul 29 — AI buildout strains, market rotation, crypto ETF debut
• Nvidia and OpenAI are in talks to co-fund a ~$500B, 10-gigawatt Ohio data center — which would be the largest ever built, as Nvidia's total AI infrastructure commitments near $750B and debt concerns mount. • The US grid operator covering the largest share of American electricity demand is considering temporary power cuts to data centers to prevent blackouts — a hard physical limit on the growth assumptions driving AI investment. • Morgan Stanley launched spot Ethereum and Solana ETFs with a 0.14% sponsor fee and staking rewards — the lowest-cost institutional crypto entry yet, arriving as…
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