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All articles tagged with #ai investments

Altman's Winning Streak Hits Reality as OpenAI's Ambitions Expand
technology22 days ago

Altman's Winning Streak Hits Reality as OpenAI's Ambitions Expand

A Forbes profile frames Sam Altman as a master at getting what he wants, a dynamic underscored by OpenAI's public friction with Nvidia and a revenue/partnership model backed by Microsoft, Nvidia, and others. The company has pursued a wide range of bets—AI wearables with Jony Ive and hundreds of investments—while insiders warn this pace risks losing focus. With Nadella disputing near-term AGI and concerns about cash burn by 2027, Altman may finally face 'no' as he pushes ahead.

via Gizmodo|
#ai-investments#forbes-profile#nvidia
AI hype cools as Nvidia and Oracle warn on bets
technology23 days ago

AI hype cools as Nvidia and Oracle warn on bets

Nvidia and Oracle are signaling warning signs for the AI boom: Oracle plans to raise up to $50 billion in 2026 through debt and equity to fund cloud AI growth, while Nvidia’s planned up to $100 billion OpenAI investment appears to be stalled amid concerns about profitability and OpenAI’s competitiveness. Analysts say rising compute costs and flat revenue per gigawatt could squeeze AI infrastructure profits, possibly slowing big‑ticket AI bets.

via MarketWatch|
#ai-investments#artificial-intelligence#nvidia
US Stock Market Closes 2025 on a High Note Amid Volatility
business1 month ago

US Stock Market Closes 2025 on a High Note Amid Volatility

The US stock market closed 2025 on a high note despite a volatile year marked by trade tensions and economic uncertainties, with major indices like the S&P 500 and Nasdaq reaching record highs driven by strong earnings and AI investments. Analysts predict another strong year in 2026, though concerns about overvaluation, policy risks, and leadership changes at the Federal Reserve could introduce volatility.

via BBC|
#2025#ai-investments#business
Oracle Stock Drops Amid Data Center Funding Disputes and AI Concerns
business2 months ago

Oracle Stock Drops Amid Data Center Funding Disputes and AI Concerns

Oracle's stock fell nearly 5% after a report suggested a $10 billion data center project was in limbo due to stalled talks with Blue Owl Capital, though Oracle denied the report and stated the project is on schedule. The project aims to serve OpenAI in Michigan, amid broader concerns about Oracle's heavy investments in AI and its impact on stock performance. Despite recent declines, Oracle remains a key player in AI infrastructure, but its stock has been volatile due to fears over its large debt and investment strategies.

via Investor's Business Daily|
#ai-investments#blue-owl-capital#business
SoftBank Offloads $5.8 Billion Nvidia Stake Amid OpenAI Push
business3 months ago

SoftBank Offloads $5.8 Billion Nvidia Stake Amid OpenAI Push

SoftBank's shares dropped up to 10% after selling its entire $5.8 billion stake in Nvidia, citing the need to fund future AI investments, which spooked investors amid concerns of a potential AI industry bubble. Despite strong quarterly results driven by OpenAI, SoftBank is shifting its focus towards AI ventures, including stakes in OpenAI and other tech firms, as it navigates market volatility and aims to become a major player in AI infrastructure.

via Bloomberg.com|
#ai-investments#business#nvidia
SoftBank cashes out $5.8B Nvidia stake ahead of AI investments
business3 months ago

SoftBank cashes out $5.8B Nvidia stake ahead of AI investments

SoftBank sold its entire Nvidia stake for $5.83 billion to fund its AI projects and investments, highlighting its strategy to capitalize on AI growth while managing liquidity for new ventures like data centers and chip design acquisitions. The sale reflects SoftBank's focus on expanding its AI ecosystem amid debates about potential investment bubbles in the tech sector.

via Bloomberg.com|
#ai-investments#business#masayoshi-son
Meta Faces Stock Decline Amid AI Spending and Leadership Praise
business3 months ago

Meta Faces Stock Decline Amid AI Spending and Leadership Praise

Meta's Q3 earnings were strong with revenue growth and high margins, but a stock sell-off was triggered by concerns over increased capital expenditures and AI-related investments. The author believes the dip presents a buying opportunity, citing the company's accelerating user growth, AI-driven engagement, and attractive valuation, asserting that Meta's long-term growth remains intact despite short-term market fears.

via TipRanks|
#ai-investments#business#long-term-growth
The Growing Impact of AI Spending on Big Tech and the Economy
business3 months ago

The Growing Impact of AI Spending on Big Tech and the Economy

Big Tech stocks, especially the Magnificent 7, are heavily investing in AI, with demand outstripping supply and projected AI capital expenditure reaching 94% of operating cash flow by 2026. While companies like Meta, Google, Microsoft, and Apple are expanding AI capabilities, Meta faces scrutiny for its high spending relative to revenue, highlighting the risks of overinvestment and potential debt reliance if demand doesn't meet expectations.

via Axios|
#ai-investments#big-tech#business
business3 months ago

OpenAI's Strategic Deals Drive Its Multibillion-Dollar Growth

The article discusses Nvidia's strategic use of circular and complex deals to fuel its growth, including investments in AI and GPU companies, which may create a bubble similar to past financial bubbles. It highlights concerns about the sustainability of such practices, the role of market hype, and the potential for long-term industry shifts driven by AI advancements and infrastructure investments.

via Hacker News|
#ai-investments#business#circular-deals