Broadcom, Apollo, and Blackstone launched the AI XPV Platform -- $35B initial tranche targeting 20GW of global AI deployments by 2028 (AVGO -2%, BX +3.6%, APO +2.4%). Applied Digital signed a $5.2B, 15-year hyperscaler lease; total contracted backlog now ~$36B ($2.4B/yr). Needham raised Applied Digital PT to $83.