Bnp Paribas

Google will buy all power from the first two phases of the Steel River Energy Center in Arkansas (1.6 GW solar, 1.9 GWh storage); project financed at $3.5B, on track for 2029 online, with onshore supply chain and a third phase expanding to 2.45 GW solar/2.9 GWh.

European banks and asset managers boosted Palantir exposure to about $27 billion by end-2025, largely through index funds, despite ongoing human-rights and security-use concerns.