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Sapient Capital LLC

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Situations

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GE Vernova: Infrastructure expansion and AI power demand

25 clusters · 33 sources · last updated

Latest: GE Vernova projects $200 billion backlog by 2027

GE Vernova is capitalizing on rising electricity demand from artificial intelligence data centers by expanding its footprint in power generation, transmission, and grid modernization. In Q2 2026, the company reported a 2

[ACTIVE] [TECHNOLOGY] [US] [JP] [KR]

Global AI infrastructure investment and supply constraints

15 clusters · 100 sources · last updated

Latest: McKinsey report predicts doubling of AI, robotics, and space technology investments by 2026

Global investment in artificial intelligence infrastructure continues to grow at an unprecedented rate, with major technology companies projected to drive capital expenditures that could surpass US$ 1.3 trillion by 2027.

[QUIET] [BUSINESS] [AR] [BR] [US]

MercadoLibre and fintechs face usury and debt scrutiny

15 clusters · 73 sources · last updated

Latest: Mercado Pago faces lawsuit over alleged 1,300% annual interest rates

By late August 2026, MercadoLibre and other fintech platforms faced intensifying legal and social scrutiny in Argentina regarding usury and aggressive debt collection. While MercadoLibre reported record Q2 revenue of $10

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