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Dealmakers Are Busy: Big Money Chases Energy, Logistics, And AI

· Source: finimize.com

In short

A wave of multibillion-dollar deals is targeting energy storage, ports, logistics software, and AI infrastructure, highlighting investor interest in long-lived, cash-generating assets. Major transactions include TotalEnergies selling battery projects in Germany, BlackRock exiting its stake in Spain's Naturgy, and Amazon acquiring a data campus for $427 million. These deals signal that private money is repricing steady cash flows and that the next decade's winners may be firms controlling critical chokepoints for energy, shipping, and computing.

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In the issue of week 10, 2026: AI Agents and Physical AI Drive New Productivity Frontiers in Logistics

Tags: logistics, investment, infrastructure, ports, software, deals

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