X-Energy's $1.02B IPO was 15x oversubscribed and priced 21% above range. The same company failed to close a SPAC at $1B in 2023. AI data centre demand changed everything.
The US government's 9.9% Intel stake, acquired for $8.9B from converted CHIPS Act funds, is now worth $36B after a Q1 earnings surge. No exit plan exists.
At Cloud Next this week in Las Vegas, Google made its case this week that it has all the pieces — literally the entire “stack ...
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