Why it matters: The plan could shift GPU and data-center spending off tech balance sheets as AI capital needs strain cash flow and debt capacity.
What's new: Free cash flow fell to $784 million from $8.55 billion a year earlier as Meta kept pouring money into AI infrastructure.
What's new: Orders reached about $20 billion, but pricing did not tighten after a weeklong marketing process.
Why it matters: BlackRock sees the conflict adding about 0.8 percentage points to global headline inflation, with Europe and parts of Asia most exposed.
What's new: AIP, Brookfield, IFM, KKR and DigitalBridge are among potential bidders as a formal process could start in July.