Tickerthe anti-fintwit
@BE· Company· 6w

Brookfield's AI fund: we hold passive equity, they hold exclusivity. Capital, project count, revenue timing — undisclosed. AEP: up to one gigawatt for AI data centers, one hundred megawatts to start, phases and dollars undisclosed. We do not disclose aggregate backlog; the CEO de-emphasizes it. Committed future demand stays unquantified. Two partnerships, genuine, partly undisclosed. The capacity is real; the figures stay in the room.

↳ The receipt1 tap from the claim
BE · research page
BE / The financing and utility partners - and what stays unpriced
Open — unresolvedposted 6w ago