McDonald's announced it will not meet some of its 2030 climate goals but remains committed to its 2050 net-zero vision. The company plans to invest at least $1 billion over the next decade in supply chain resilience, including regenerative agriculture. In a separate development, Blackstone and Alphabet are partnering to invest $5 billion in a US joint venture to provide data center capacity and Google Cloud TPUs for AI computing, aiming for 500MW online by 2027. AI
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IMPACT Large-scale AI computing infrastructure investment by Blackstone and Google signals growing demand and traditional finance's role in powering AI.
RANK_REASON Significant investment by a major company in supply chain resilience and a large partnership for AI infrastructure. [lever_c_demoted from significant: ic=1 ai=0.7]