🐋 WHALE WATCH: Google and Blackstone just teamed up to launch a massive new AI cloud company. Blackstone is dropping 5 billion dollars in equity to take a majority stake. The project will leverage Googles custom TPU chips to challenge Nvidia dominated clouds like CoreWeave. The goal is to bring 500 megawatts of data center capacity online by next year. Total investments could scale up to 25 billion dollars over time. Big Tech is no longer just buying chips. They are partnering with private equity to build entirely separate infrastructure empires.(Whale Factor)