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Private Capital

All articles tagged with #private capital

Nvidia chips spark a new asset class in AI financing
business1 month ago

Nvidia chips spark a new asset class in AI financing

Wall Street titans are backing a $500bn plan to lease Nvidia GPUs and securitise the leases into a new asset class, led by Apollo Global, KKR, Brookfield, BlackRock and Goldman Sachs. Nvidia would guarantee at least 25% of chip value and absorb early losses, betting that persistent AI demand will keep chip prices high and extend their useful life. The funding could relieve Nvidia’s vendor financing and broaden capital markets’ role in AI infrastructure, but investors face risks from possible demand slowdown or quicker-than-expected depreciation, even as Nvidia points to longer-lived chips like the A100 and H100 supported by CUDA software.

via Financial Times|
#artificial-intelligence#business#financing
AfD surge could dampen investor appeal as Germany targets trillions in private capital
business1 month ago

AfD surge could dampen investor appeal as Germany targets trillions in private capital

Germany’s economy minister Katherina Reiche warned that rising AfD support could deter foreign investors as Berlin pursues at least €3.75tn in private capital by 2040, with an October investment summit planned to attract global funds and showcase reforms and the Mittelstand; critics argue the AfD’s market stance could undermine Germany’s investment appeal even as the government relaxes the debt brake to fund infrastructure, energy and defence.

via Financial Times|
#afd#business#german-economy
Blue Origin to raise $10B in private funding, valuing at $130B
business2 months ago

Blue Origin to raise $10B in private funding, valuing at $130B

Blue Origin is reportedly raising $10 billion in private capital, valuing the company at about $130 billion. Lead investor Coatue Management would contribute $4 billion, with another $4 billion from large institutional investors and $2 billion from Jeff Bezos. The funds are earmarked to advance the New Glenn heavy-lift rocket, lunar landers, and two megaconstellations (TeraWave and Project Sunrise) to compete with SpaceX in launches and space services. SpaceX recently raised about $85 billion with a roughly $2 trillion valuation, underscoring the competitive context in private spaceflight.

via Ars Technica|
#blue-origin#business#new-glenn
From predator to partner: Macron pitches Europe–Africa security and investment alliance
world4 months ago

From predator to partner: Macron pitches Europe–Africa security and investment alliance

Macron argues Europe is no longer the colonial predator and urges a new Africa partnership grounded in mutual security, rule-based trade, and mobilizing private capital. He proposes Africa-led mineral processing, an expanded African Union security framework, and reforms to global finance to unlock investment, while promoting closer Franco-African ties, responsible migration integration, and restitution initiatives as part of a shared destiny.

via The Africa Report|
#africa#france#migration
Billions in private-capital fees fuel wealth advisers' profits
finance5 months ago

Billions in private-capital fees fuel wealth advisers' profits

A Financial Times analysis shows wealth advisers at banks and independent brokerages earned over $2 billion in servicing and placement fees from evergreen private-capital funds across 16 products since 2017, led by Blackstone Breit and Bcred, with typical fees around 0.25-0.85% annually plus about 0.5% placement and up to 3.5% commissions; critics say adviser incentives helped grow private-capital allocations, while banks defend fiduciary duty and say fees vary by fund, though some have faced outflows recently.

via Financial Times|
#asset-management#finance#financial-services
Distressed-debt funds chase post-2008 windfall amid private-credit turmoil
business6 months ago

Distressed-debt funds chase post-2008 windfall amid private-credit turmoil

Investors specializing in distressed assets are targeting the private‑credit downturn as the biggest opportunity since the 2008 financial crisis, betting on bargains as redemptions hit funds and lenders face exposure shifts to AI-influenced software; while industry leaders warn the cycle could yield outsized returns, some observers caution that hype may outpace reality, as firms deploy capital, raise new funds and brace for tougher conditions.

via Financial Times|
#asset-management#business#distressed-debt
Apollo Invests $1B for 49% Stake in Realty Income Net Lease JV
business6 months ago

Apollo Invests $1B for 49% Stake in Realty Income Net Lease JV

Apollo-managed funds will invest $1.0 billion for a 49% interest in a new joint venture that will own a diversified portfolio of approximately 500 single-tenant net-lease retail properties, with Realty Income continuing to manage; the deal supports Realty Income's private capital initiative and is expected to close March 31, 2026. The arrangement includes permanent equity treatment from Moody's and S&P and a call option to redeem Apollo after year 7, under predefined terms.

via realtyincome.com|
#apollo#business#joint-venture
EU-US unveil $800B plan to rebuild Ukraine, contingent on ceasefire
world8 months ago

EU-US unveil $800B plan to rebuild Ukraine, contingent on ceasefire

The US and EU released an 18-page, 10-year blueprint to mobilize roughly $800 billion for Ukraine’s postwar reconstruction, combining about $500 billion in public and private capital with a €100 billion EU budget package to unlock more investments and aiming for Ukraine’s EU‑membership path. Washington would play a lead investor and private-capital mobilizer, with a 100-day start and a long horizon to 2040. The plan hinges on securing a ceasefire and faces investor caution in a conflict zone, per BlackRock, which warns that money won’t flow until stability improves. A Kyiv–Russia–US meeting in Abu Dhabi is planned to advance the effort.

via politico.eu|
#ceasefire#eu-us-relations#private-capital
AI Boom Promises Massive Financial Windfall for Wall Street
finance1 year ago

AI Boom Promises Massive Financial Windfall for Wall Street

Wall Street bankers, including those from Morgan Stanley, are eyeing significant profits from the current excitement surrounding artificial intelligence, with major private capital firms like Apollo Global Management and Blackstone also involved. These firms are increasingly challenging traditional banks' dominance in corporate finance, as the AI sector is projected to reach a $1 trillion valuation.

via Bloomberg|
#ai#corporate-finance#finance
"Harnessing Billionaire Power to Drive Green Energy in Wyoming"
energy3 years ago

"Harnessing Billionaire Power to Drive Green Energy in Wyoming"

The Biden administration's climate law aims to attract private capital to clean energy, and one man in Wyoming is looking to leverage the state's wealthy residents and natural resources to spur green energy investment. Nathan Wendt, president of the Jackson Hole Center for Global Affairs, sees an opportunity for Jackson, a town with high-income residents, to become a magnet for clean energy projects. Wyoming's geology and existing infrastructure make it well-suited for carbon capture technologies and hydrogen development, both of which are incentivized by the law. Investors and companies across the country have shown interest in the law, with estimates suggesting that Wyoming could see the largest per capita investment related to the legislation.

via The New York Times|
#clean-energy#climate-law#energy