@shawnchen_eth: Last night there were two particularly noteworthy news items: 1. Google + Blackstone announced a $5B TPU cloud JV with 500MW coming online in 2027. This is a new paradigm for AI infrastructure: not just GPUs, even TPU cloud can be built using private infrastructure capital...
Summary
Two news items: Google and Blackstone announced a $5B TPU cloud joint venture with 500MW expected online in 2027, introducing private infrastructure capital into AI infrastructure; if the SEC allows third-party tokenized stocks, it would benefit crypto trading platforms, but this has not yet materialized.
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Cached at: 05/20/26, 12:32 PM
Two notable news items from last night:
- Google + Blackstone announced a $5B TPU cloud JV, with 500MW expected to go live in 2027
This marks a new paradigm for AI infrastructure: not just GPUs, but TPU cloud capacity can now be funded via private infrastructure capital. This is a direct positive for GOOGL/BX; it’s a valuation framework positive for CRWV/APLD/IREN/BE/VRT/ETN
- The tokenized stock narrative continues to build. If the SEC allows third-party tokenized stocks, the most direct beneficiaries are COIN/HOOD/CRCL; however, tokens currently carry no shareholder rights, dividend rights, or 1:1 backing. This is policy beta, not fundamental reality on the ground.
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