>>> These French gems who already left France to succeed in the United States -

https://x.com/24hPujadas/status/2095197842407071767/video/1?s=48

These French gems who already left France to succeed in the United States

Traduction en anglais de la retranscription :

Pierre Barbin:
Yes, the list is impressive — these men and women you may not all know.
Olivier Pomel, 49, and Alexis Le-Quoc. Their company, Datadog, specialized in digital monitoring, is listed on the New York Stock Exchange and is now valued at $85 billion.
Bertille Bayart, this is how you sum it up.
Clément Delangue, 36, Julien Chaumond, 42, Thomas Wolf, 42. Their company, Hugging Face, in the field of artificial intelligence, has just been acquired for nearly $13 billion.
This company specializes in quantum computing. [Pasqal, featuring among others Alain Aspect, Nobel Prize in Physics, Antoine Browaeys, Georges-Olivier Reymond, Christophe Jurczak…]
We know the phrase: well done to them — and too bad for us.
David Pujadas (or studio follow-up):
Because Marine Tondelier, Manu Aubry or Éric Coquerel are not the ones creating these companies.
In the United States, capital is abundant, the culture of risk is unmatched, and that is essential for entrepreneurs.
Why do these talents come and settle in France? Well, we must not confuse two different things.
Number of millionaires: France gained more than 35,000 in one year, but that still remains lower than Germany.


French
Voici une retranscription aussi fidèle que possible du texte parlé dans la vidéo (segment « Les faits rien que les faits » de Pierre Barbin dans 24h Pujadas du 2 septembre 2026), reconstituée à partir des sous-titres visibles, des incrustations à l’écran et du contenu présenté.

Pierre Barbin :
Oui, la liste est impressionnante, ces hommes et ces femmes que vous ne connaissez peut-être pas tous.
Olivier Pomel, 49 ans, et Alexis Le-Quoc. Leur entreprise, Datadog, spécialisée dans la surveillance numérique, est cotée à la Bourse de New York et valorisée aujourd’hui à 85 milliards de dollars.
Bertille Bayart, vous résumez les choses ainsi.
Clément Delangue, 36 ans, Julien Chaumond, 42 ans, Thomas Wolf, 42 ans. Leur société, Hugging Face, dans le domaine de l’intelligence artificielle, vient d’être rachetée près de 13 milliards de dollars.
Cette entreprise est spécialisée dans l’informatique quantique. [Pasqal, avec notamment Alain Aspect, prix Nobel de physique, Antoine Browaeys, Georges-Olivier Reymond, Christophe Jurczak…]
On connaît la formule : bravo à eux, et encore tant pis pour nous.
David Pujadas (ou enchaînement du plateau) :
Parce que Marine Tondelier, Manu Aubry ou Éric Coquerel ne sont pas ceux qui créent ces entreprises.
Aux États-Unis, le capital est abondant, la culture du risque est inégalée, et ça, c’est essentiel pour les entrepreneurs.
Pourquoi ces talents viennent-ils s’installer en France ? Alors, il ne faut pas confondre deux choses.
Nombre de millionnaires : la France en a gagné plus de 35 000 en un an, mais cela reste moins élevé que l’Allemagne.

La vidéo dure un peu moins de 4 minutes et illustre principalement les exemples de Datadog (Olivier Pomel et Alexis Lê-Quôc), Hugging Face (Clément Delangue, Julien Chaumond et Thomas Wolf) et Pasqal (quantique), en s’appuyant sur la chronique de Bertille Bayart dans Le Figaro (« Bravo à eux. Tant pis pour nous »).
Les sous-titres de la vidéo sont partiels et parfois coupés ; c’est la version la plus complète qu’on puisse établir à partir des éléments disponibles.

>>> US After Hours Summary: SNOW +20.9%, NTSK +10.5%, FIVE +6.2%, AVGO +1.5% hig

After Hours Summary: SNOW +20.9%, NTSK +10.5%, FIVE +6.2%, AVGO +1.5% higher on earnings; NTAP -8.4%, HPE -4.5% lower on earnings; RARE -45.3% on Phase 3 miss

After Hours Gainers:

Companies trading higher in after hours in reaction to earnings/guidance: SNOW +20.9%, CHPT +18.5%, NTSK +10.5%, WOOF +9.1%, AGX +7.7%, FIVE +6.2% (also authorizes $600 mln share repurchase program), PVH +2.4%, AVGO +1.5%
Companies trading higher in after hours in reaction to news: NYXH +15.2% (ACCESS U.S. study meets primary safety and efficacy endpoints), MIR +2% (CFO insider purchase), NET +0.8% (adds support for Cursor Cloud Agents on Sandboxes), GNW +0.8% (expands repurchase program by $500 mln), MSFT +0.1% (to transition to two reporting segments; reaffirms Q1 guidance)

After Hours Losers:

Companies trading lower in after hours in reaction to earnings/guidance: MEI -17.6%, NTAP -8.4%, PHR -7.6%, HPE -4.5% (also expands Oracle collaboration for potential multi-year AI data center networking deployment), GOLD -3.4%, AI -1.8%

Companies trading lower in after hours in reaction to news: RARE -45.3% (Phase 3 Aspire misses primary, key secondary endpoints in Angelman syndrome), HRZN -1.9% (provides $15 mln senior credit facility to Bioness Medical), MTRX -1.9% (awarded FEED contract for America First Refining's Brownsville storage tank farm), HSY -1.1% (names new CFO), SHEL -0.5% (completes ARC Resources acquisition), KR -0.4% (names former WMT exec as Chief Store Operations Officer), COST -0.1% (August comps)

The Information : The Two New Executives Steering KKR’s $10 Billion AI Infrastru

The Two New Executives Steering KKR’s $10 Billion AI Infrastructure Bet

The Takeaway
  • KKR’s $10 billion AI venture Helix names two senior executives.
  • Former Equinix and AES executives to lead data centers and power at Helix.
  • Helix has explored acquiring existing developers to build out AI infrastructure.

KKR’s new $10 billion AI venture, Helix Digital Infrastructure, has made its first two senior hires under CEO Adam Selipsky, the former Amazon Web Services chief, a person with knowledge of the moves said.

The venture, which counts Nvidia among its backers, has tapped Jonathan Lin, former chief business officer at data center operator Equinix, to run data center strategy and execution. Kleber Costa, previously chief commercial officer of the clean energy business at power company AES, will lead Helix’s power and energy operations, the person said.

The moves come as data center developers, tech firms and investors are all competing for executives who know how to build and run large-scale computing and power infrastructure. The two new hires started in their roles this week as executive vice presidents reporting directly to Selipsky, who ran AWS until mid-2024, the person said.

Launched by KKR earlier this year, Helix is aiming to invest in and develop infrastructure for large AI cloud customers. Besides Nvidia, the firm’s other big backers include power producer Vistra Energy and the Kuwait Investment Authority.

Helix has pitched itself as a single point of contact for big cloud providers that might otherwise have to navigate a fragmented market of smaller developers to secure compute and power in one package. Rather than developing big data center and power projects from scratch, Helix leaders have said they want to move quickly in part by acquiring existing developers that have stalled due to lack of financing or power connections.

Helix is looking to acquire data center assets that require more capital than their current investors can provide, or whose backers want to return cash to limited partners. The firm as of late June had already drawn up a short list of acquisition targets, The Information previously reported.

The two new hires will help Helix put that capital to work. At Equinix, Lin helped deploy over $30 billion into data center development and worked on more than $10 billion worth of mergers and acquisitions transactions, the person familiar with the move said. Lin was among the five senior executives whose pay Equinix disclosed in its latest proxy, receiving nearly $7 million in total compensation for 2025.

Both AES and Equinix have the deep connections with big cloud providers that Helix will need to grow its business.

Equinix, one of the world’s largest data center operators, is structured as a real estate investment trust and publicly traded on the Nasdaq. It operates more than 280 data centers located in 77 markets, renting space where customers can run their computing operations. Customers including enterprises and cloud companies often take advantage of the fact that they can operate space within the same data center, speeding up connections.

AES, for its part, has signed multiple gigawatts of power agreements with major tech companies such as Amazon, Microsoft and Google, including a 20-year power purchase agreement with Google announced in February tied to a new data center in Texas.

The company is set to go private—in March, a group of investors, including BlackRock’s Global Infrastructure Partners and EQT, announced it would buy AES for $10.7 billion. That deal is expected to close later this year or early in 2027.

In a Sept. 1 LinkedIn post announcing his departure from AES, Costa said he helped the firm’s U.S. and clean power business scale fivefold to over 20 GW of “renewables, energy storage and natural gas under operations or construction.”

The Information : Why SoftBank Is Rushing SB Energy to the Public Markets

Why SoftBank Is Rushing SB Energy to the Public Markets

People used to complain that some private tech companies waited too long to go public. Thanks to the AI boom, now we’ve got tech companies going public with hardly any operating business at all. The latest example of that is SB Energy, a SoftBank-controlled solar and battery power firm that filed to go public on Tuesday.

SB Energy proudly proclaims, in big text early on in its IPO filing, that it is “Building World-Class Data Center and Power Infrastructure.” The key word there is “Building.” In much smaller print, nestled within vast reams of text extolling the virtues of its approach to AI data centers, is this phrase: “No data center capacity is currently in operation.” The only revenue SB Energy currently generates—a total of $213.5 million last year—came from solar and battery power generation projects. And assuming it builds the data centers it is planning over the next couple of years, SB Energy will only have one outside customer—OpenAI.

So far, to fund its data center ambitions, SB Energy has borrowed several billion dollars and raised equity from, among others, OpenAI and Nvidia. (The AI chip giant is also providing a financial backstop to SB Energy’s biggest data center project, located in Ohio, in case OpenAI can’t pay its bills.) You might wonder why SB Energy is going public right now. After all, its parent is a public company—why sell stock in such an early-stage subsidiary? No prizes for guessing the answer: SoftBank needs the money. The Japanese investment conglomerate is on an AI spending spree, raising money however it can, by either selling assets or borrowing against them. (Remember, SoftBank has borrowed money to invest in OpenAI and now plans to borrow more money using its OpenAI shares as collateral!)

Is SB Energy something any investor should touch? For sure, its marketing pitch—that it focuses first on getting power lined up for its data center projects rather than treating power as an afterthought—is perfectly timed for this moment. Elon Musk has been banging the drum lately about the energy crisis facing the data center industry, pointing out in a virtual appearance at a G20-related event on Tuesday that the tech industry faces a “crisis of power,” which will lead to a shortage of the power required to turn on chips next year. In that scenario, data centers developers whose projects already have power connections will be ahead.

But there’s plenty of reason to be wary of SB Energy. It’s hardly confidence-inspiring that the campus nearest to completion—by the end of this year—is one in Travis, Texas, that an affiliate of SoftBank itself will be leasing. SoftBank has announced plans to launch its own neocloud, by the way, so that’s presumably the purpose of this campus. (SB Energy also has to pay 1% of its gross profit to SoftBank as royalties under a trademark deal, which won’t help its profitability.)

Then there’s SB Energy’s dependence on OpenAI. SB has three other data center campuses under development, the biggest of which hasn’t even begun construction, that OpenAI will lease. (SB has land for a couple of other projects, but those are in too early a stage to have customers lined up yet.) And to think some investors have complained about CoreWeave’s reliance on a handful of customers!

In that sense, SB Energy is simply another way for SoftBank to support OpenAI. If investors want exposure to AI, they can buy into Nvidia, or OpenAI when it goes public (expected next year) or—if appetite for risk is unlimited—SoftBank itself. What does SB Energy really offer?2Musk’s MarketingMusk’s Marketing

>>> Commerce Secretary Howard Lutnick CNBC interview

Commerce Secretary Howard Lutnick CNBC interview: Semiconductor tariffs are being considered; there will be a targeted tariff policy

Mr. Lutnick said:
  • Semiconductor tariffs are being considered; there will be a targeted tariff policy on semiconductors (SMH, INTC, AMD, AVGO, ASML, ARM, TSM, NVDA)
  • AI companies will come to G-20 to discuss AI.
  • Data centers do not use a significant amount of water; that is "propaganda" coming from adversaries designed to slow us down.
  • The U.S. is building the greatest AI models.
  • Canada added "crazy" items to the tariff deal at the last minute.
  • The U.S. was treated very disrespectfully by Canada.
  • Canada was trying to blow up the deal for political reasons; says it is "embarrassing."
  • If Ontario were the 51st state, it would be last in pre-capita GDP.
  • Imports came flooding in after the Supreme Court struck down IEEPA tariffs, which negatively impacted GDP by 1.6%.
  • All the tariffs will be back in place over the next couple of weeks.
  • Once the tariffs are back in place, there will be more revenue coming in.
  • He believes the bond market will stabilize.
  • The Trump administration has $1.2 trillion in commitments to build semiconductors in America.
  • Taiwan will announce investment in America next week.