ByteDance

Chinese owner of TikTok; a large AI-model and GPU investor.

Cheaper money, faster hardware access, bigger cheques, and a $15.5B bet on fusion: to the (current) winners go the spoils.

Megaport

+18

Subsea cables were built as public goods. Four American companies turned them into private infrastructure.

OpenAI

+18

Feat. ByteDance, Nvidia, Run:ai, Telekom Malaysia, Meta, TSMC, Broadcom, Digital Bridge, Microsoft, and Google

Run:ai

+10