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Hundreds of investing and finance newsletters hit my (and maybe your) inbox every week. This is the best of the best of tech from the past week. Every Monday, we’ll tackle policy, and every Wednesday, we’ll recap finance.

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Intel asking Apple for an investment is a plot twist no one saw coming a decade ago. The onetime king of chips now needs help from the customer who ditched it for in-house silicon. If Apple bites, Intel could get a lifeline and investors might finally see a path out of years of stagnation. Nvidia, SoftBank, and the US government have also made huge investments in Intel this year, banding together to not let the company die (I guess?).

JPMorgan’s deal with Plaid shows a similar survival instinct. The bank revealed it fields nearly 2 billion third-party data requests a month, with only 13% actually triggered by customers. Instead of fighting fintechs, JPMorgan is locking in partnerships that make it indispensable to the ecosystem.

Even the quieter corners of tech are seeing consolidation. CVC just bought a majority stake in Namecheap for $1.5 billion, betting that domain registrars and hosting providers are the digital plumbing no one can live without. Here’s the thread: legacy players are teaming up with disruptors, and the companies that own the pipes (whether chips, data, or domains) are the ones worth watching.

Oracle’s new role in securing TikTok’s US algorithm looks like a political headline, but it’s just as much a story of infrastructure. By overseeing a rebuilt recommendation engine, Oracle positions itself as the quiet toll collector on one of the most valuable pieces of software in the country. Oracle is cementing itself as a utility for the AI era.

OpenAI’s $500 billion Stargate project in Texas makes the scale of this shift obvious. The Abilene site already hums with Oracle Cloud racks and Nvidia chips, with five more mega-sites planned across the Midwest and Southwest. Nvidia even cut a $100 billion check to backstop the buildout, showing how the chipmaker is using its balance sheet to keep the AI boom alive.

Private equity is piling in too. KKR and Blackstone just dropped $17 billion into Sempra’s natural gas infrastructure to keep these data centers powered. So the AI trade has evolved beyond just chips. It’s about the companies building, powering, and securing the physical backbone of the digital economy, and who controls the flow of data through it.

This episode of The Best One Yet runs through exclusivity as a business model, geopolitics masquerading as deal-making, and how downsizing is quietly winning in consumer menus.

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Till next time,
— Brandon and Blake