Appendix
Contradictions (1)
Meta reportedly says Manus will have no continuing Chinese ownership/China operations, while Manus previously announced a partnership with Alibaba’s Qwen team.
Open Questions (5)
🔴 What are the full transaction terms and closing conditions for Meta–Manus (including governance, data residency, and any national-security mitigation)?
🔴 Will US regulators or Congress review the Meta–Manus deal given Manus’ China origins and prior investor base, and what remedies might be required?
🔴 For GridFree AI’s South Dallas project, what permits, emissions controls, and interconnection agreements are required to deploy 5 GW of gas generation on the stated timeline?
🟡 Is Nvidia’s AI21 acquisition actually imminent (term sheet/LOI), and would it be structured as a product acquisition or primarily an acquihire?
🟡 How will SoftBank’s fully funded $40B OpenAI investment be allocated between model R&D and infrastructure (e.g., Stargate), and on what timetable?