AI’s New Power Play: OpenAI’s 10GW Deal, JPMorgan’s $10B Bet, and Bloom’s Bold Energy Move

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Dear Money Master,

AI infrastructure is entering a new era, and the world’s biggest players are racing to build it. OpenAI just sealed its $10 billion partnership with Broadcom, aiming to deploy 10 gigawatts of custom chips to fuel its next-gen models. JPMorgan is committing another $10 billion to national security, backing key industries like AI, defense, and battery tech 🔋. Meanwhile, Bloom Energy is taking a cleaner approach, teaming up with Brookfield to build fuel-flexible power cells for AI data centers — a major step toward solving the industry’s growing energy crisis ⚡. The AI arms race is no longer just about software — it’s about who controls the chips, the power, and the future.

From Wall Street to geopolitics, the financial world is moving fast 🌍. Citi is preparing a 2026 launch of its crypto custody service, signaling deeper entry into digital assets. Investors are rotating into AI and Ethereum ETFs, fueling BlackRock’s strong gains. At the same time, Europe is pushing back against Chinese tech dominance as the Netherlands seizes Nexperia, a key chipmaker 🇳🇱. On the earnings front, Applied Digital crushed estimates with an 84 percent revenue surge, thanks to booming demand for AI-powered data centers. This week’s deep dive explores why Bloom Energy’s “AI factories” may be the key to powering tomorrow’s intelligence economy.

📰 Your Daily Financial Digest - October 13th, 2025

🌍 Economics & Finance:

1. JPMorgan Commits $10B to National Security Tech & Defense 🛡️
   The bank is launching a decade-long initiative to invest in 27 industries tied to defense, AI, batteries, and supply chains. It’s part of a broader $1.5 trillion financing plan to reduce U.S. reliance on foreign manufacturing. Read More

2. Dutch Government Seizes Chinese-Owned Chipmaker Nexperia ⚠️
   The Netherlands invoked emergency powers to take control of Nexperia, citing threats to European tech security amid growing U.S.-China tensions. This move shakes up the global semiconductor supply chain. Read More

3. Nobel Prize Honors Innovation Economists for “Creative Destruction” 🧠
   Joel Mokyr, Philippe Aghion, and Peter Howitt won for showing how innovation and disruption drive long-term economic growth. The trio’s research warns against complacency in tech policy and economic planning. Read More

💻 Technology:

1. OpenAI & Broadcom Launch 10GW AI Chip Partnership 🤖
   After 18 months of collaboration, OpenAI will use Broadcom’s custom XPUs and Ethernet stack to scale massive AI data centers, potentially slashing chip costs by billions. Read More

2. Bloom Energy Lands $5B Deal with Brookfield for AI Fuel Cells ⚡
   The partnership will deploy flexible fuel cells off-grid, enabling rapid AI data center expansion even in energy-constrained zones. Shares surged 30% on the news. Read More

3. Citi Plans Crypto Custody Rollout by 2026, Eyes Stablecoins 🪙
   Citi is building a regulated platform to hold native digital assets for clients. It’s also exploring stablecoins in underbanked markets as part of its blockchain push. Read More

4. BlackRock ETF Sees Investors Flock to AI & Ethereum Themes 💼
   The BAI ETF is up 36% since its 2024 launch, with top holdings in Nvidia, Broadcom, and Meta. Meanwhile, blockchain-focused ETFs are booming under favorable U.S. regulation. Read More

💹Earnings:

1. Applied Digital Revenue Surges 84% on AI Data Center Demand 💹
   The company reported $64.2 million in revenue, far exceeding forecasts. Its $11B CoreWeave deal is driving a massive expansion in North Dakota. Stock is up 344% YTD. Read More

2. Bloom Energy Stock Soars 30% After $5B AI Deal 📈
   Bloom's grid-independent fuel cells will power Brookfield-backed AI factories worldwide, accelerating clean energy use in data infrastructure. Read More

3. USA Rare Earth Stocks Jump Amid China Trade Tensions 🪨
   After Trump’s new tariffs and China’s rare earth restrictions, U.S. rare earth companies like Critical Metals and MP Materials surged up to 18%. Read More

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