$APO 0.58 Developing

Notable posts

• @StockSavvyShay neutral 673 eng

  $GOOGL is reportedly guaranteeing lease payments for Anthropic’s AI chip capacity across five U.S. data centers helping unlock about $35B of financing. $AVGO will design the chips, Google will supply the TPUs and $APO and $BX are financing the deal. https://t.co/3EB1QiVnQV

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• @StockSavvyShay neutral 572 eng

  $AVGO launched its AI XPV platform with $APO and $BX to help deploy more than 20GW of AI compute capacity by 2028. The first $35B tranche will back Anthropic’s 1GW+ AI infrastructure buildout using Broadcom XPUs and networking. https://t.co/q2i4JWiwnx

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• @wallstengine neutral 141 eng

  $DELL SIGNS MOU WITH JERA, RHAELM FOR $15B+ JAPAN AI INFRASTRUCTURE PROJECT Dell, JERA and RHAELM plan to build a standardized model for large-scale AI infrastructure in Japan, starting with a 400 MW project in Chiba. The first site is expected to exceed $15B in total investment across land, power, construction and AI compute. JERA will provide behind-the-meter power from its existing plant, RHAELM will develop and operate the site, and Dell will supply the rack-scale AI infrastructure. Apollo $APO intends to serve as RHAELM’s strategic financing partner. Operations are targeted to begin in phases in 2028 and reach the full 400 MW in 2029. The partners are also exploring additional JERA sites, with a broader goal of building multi-gigawatt AI capacity across Japan. The FT estimates the wider infrastructure push could reach roughly $140B.

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• @wallstengine bearish 41 eng

  PIMCO warns the $1.8T private credit market is developing a “confidence gap” as investors scrutinize manager marks and loan quality, per Bloomberg. PIMCO says continued redemptions could force funds to sell liquid assets and eventually lead to markdowns, secondary-market discounts, or realized losses. $APO, $ARES, $BLK, and $BX are reportedly still facing elevated withdrawal requests in Q2.

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• @faststocknewss neutral 24 eng

  Apollo $APO leads a $35B capital solution for Broadcom's $AVGO AI XPV Platform in partnership with Blackstone $BX and global banks. Deal facilitates Anthropic's 1GW compute infrastructure expansion starting mid-2026. The Broadcom AI XPV Platform is designed to enable over 20GW of compute capacity through 2028.

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