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OpenAI Secures $110B Funding Round Backed by Amazon, Nvidia, SoftBank
business1 hour ago

OpenAI Secures $110B Funding Round Backed by Amazon, Nvidia, SoftBank

OpenAI announced an unprecedented $110 billion funding round led by Amazon ($50B) with Nvidia and SoftBank contributing $30B each, valuing the company at about $730B. The capital supports aggressive growth, including scaling computing power, talent, and products, with OpenAI projecting about $115B in spend over the next four years after $13B in revenue in 2025. The company reports over 900 million weekly active users and more than 50 million paying subscribers, and aims to shift more revenue from consumer tools to business customers. The deal highlights a circular AI funding model where investors supply compute and then win future business, with Nvidia chips remaining central and new partnerships with AMD, Broadcom, Cerebras, and Amazon for AWS-powered initiatives. A potential IPO may come later, but profitability remains a hurdle amid fierce competition.

via The New York Times|
#ai-funding#amazon#business
Market Crash Playbook: Microsoft, Alphabet, and Amazon
investing3 days ago

Market Crash Playbook: Microsoft, Alphabet, and Amazon

Analyst Keithen Drury argues that in a market downturn, Microsoft, Alphabet, and Amazon are well-positioned to survive and rebound thanks to durable segments: Microsoft’s Office suite and cloud services should remain essential, Alphabet’s advertising will recover after a slowdown, and Amazon’s AWS cloud business provides durable revenue even as core commerce slows.

via The Motley Fool|
#alphabet#amazon#cloud-computing
Laser-etched glass aims to store data for millennia
technology9 days ago

Laser-etched glass aims to store data for millennia

Microsoft Cambridge researchers refined long-term data storage by encoding data as voxel patterns inside glass with a femtosecond laser. A 12 cm² piece of fused silica (~2 mm thick) can hold about 4.84 TB, read by automated microscopy and ML decoding, with write speed up to 65.9 million bits per second using four synchronized beams. The deformations are predicted to last over 10,000 years at room temperature, though the approach targets cloud-scale use rather than consumer devices due to cost and questions about future access to reading technology.

via The Guardian|
#archival-preservation#cloud-computing#data-storage
Amazon's $200B AI bet aims to lock in cloud supremacy
business12 days ago

Amazon's $200B AI bet aims to lock in cloud supremacy

Amazon plans to spend about $200 billion in 2026, largely to expand AWS’s AI data centers, even as AWS market share slides to a multiyear low of 28% despite 24% revenue growth and thinning margins. The costly push is seen as essential to stay competitive with Microsoft and Google and to capitalize on a projected AI data-center boom, aided by Amazon’s Trainium/Inferentia chips and Bedrock, which together aim to deliver long-term returns in a market expected to grow ~35.5% annually through 2034.

via The Motley Fool|
#ai#amazon#aws
AI Capex Wave Expands the Winner Circle Beyond Nvidia
technology13 days ago

AI Capex Wave Expands the Winner Circle Beyond Nvidia

A roughly $700 billion AI infrastructure capex wave from hyperscalers like Amazon, Alphabet, Meta, and Microsoft has Nvidia underperforming relative to the spend, while suppliers such as Broadcom, Micron, Lumentum, and Bloom Energy have posted strong gains. The AI buildout spans chips, memory, optical components, and AI-powered power infrastructure, signaling multiple winners beyond Nvidia as the sector expands.

via 24/7 Wall St.|
#ai-infrastructure#cloud-computing#hyperscalers
Amazon's Dip Sets Up a Potential 2026 Rally
business18 days ago

Amazon's Dip Sets Up a Potential 2026 Rally

Amazon posted solid Q4 results with revenue beating estimates and AWS momentum, but a higher capex forecast of $200B for 2026 caused a ~6% stock drop. The piece argues this is a classic overreaction, noting AWS backlog of $244B, 24% AWS growth, 22% ad revenue rise, and strong e-commerce execution, with CEO Andy Jassy emphasizing monetizing capacity. With these structural strengths and moats, the author anticipates a meaningful rebound in 2026.

via The Motley Fool|
#advertising#amazon#aws
Amazon's AI Push Could Signal a Once-in-a-Decade Buy Opportunity
business19 days ago

Amazon's AI Push Could Signal a Once-in-a-Decade Buy Opportunity

Amazon’s plan to spend about $200B company-wide, with a focus on AWS to meet surging AI demand, coincides with strong AWS growth (24% revenue gain and over $35B AWS revenue) and a total revenue above $213B. The stock fell on the capex guidance, but the article argues Amazon’s e-commerce moat and AWS leadership suggest the dip could be a once-in-a-decade buying opportunity, albeit with ongoing AI-spending risk and demand uncertainty.

via The Motley Fool|
#ai#amazon#aws
Which Dirt-Cheap AI Titan Wins: Meta or Microsoft?
business20 days ago

Which Dirt-Cheap AI Titan Wins: Meta or Microsoft?

The piece argues that despite high AI stock valuations, Meta Platforms and Microsoft are dirt-cheap, high-quality AI leaders. Meta leverages a massive user base, ad revenue, and a dividend while pursuing AI tools for apps and ads; Microsoft benefits from cloud-driven AI growth and a broad AI infrastructure stack. Valuations around 22x for Meta and 24x for Microsoft are highlighted, with the author ultimately favoring Microsoft as the better single buy today due to stronger AI-driven revenue prospects and a relatively attractive forward multiple, while still acknowledging Meta as a solid option.

via The Motley Fool|
#ai-investing#business#cloud-computing
AI Compute Boom Triggers Mega-Capex Wave Led by Amazon’s $200B Plan
technology21 days ago

AI Compute Boom Triggers Mega-Capex Wave Led by Amazon’s $200B Plan

A global surge in AI infrastructure spending is accelerating, led by Amazon’s plan to invest about $200 billion in capex this year. This beacon of demand is lifting data-center and neoscaler players, stipulating higher chip and memory prices as hyperscalers and cloud providers like Google, Microsoft, and others expand capacity. Memory prices have surged 28–35% in early 2026, reinforcing the push for suppliers like Nvidia, Broadcom, AMD, Micron, and Sandisk, while cloud backlogs across AWS, Google, and Microsoft total about $1.1 trillion. Analysts expect 2026 capex to rise roughly 50% for the big four (Amazon, Alphabet, Microsoft, Meta), underscoring a sustained AI hardware boom and reshaping the supply chain for the year ahead.

via Sherwood News|
#ai#amazon#capital-expenditure
Microsoft’s AI bets wipe out $357B in a day despite solid earnings
business25 days ago

Microsoft’s AI bets wipe out $357B in a day despite solid earnings

Microsoft posted strong Q2 results (revenue up 17%, cloud revenue above $50B, Copilot with 15M paid users) but a surge in capital spending and a large portion of OpenAI‑related RPO raised concerns about near-term profitability, triggering a stock drop of up to 12% and erasing about $357B in market value—the largest single-day dollar loss in its history. Analysts are divided on whether AI investments will pay off quickly or require more time and cost discipline, even as enterprise AI demand appears to be expanding.

via GeekWire|
#ai#business#cloud-computing
IBM's Mainframes Get a Real-Time AI Makeover
technology25 days ago

IBM's Mainframes Get a Real-Time AI Makeover

IBM’s mainframe unit posted its best Q4 in over 20 years, with the z17 AI-accelerated system delivering real-time inferences (up to 450 billion per day, ~1 ms latency) and driving a 61% YoY revenue gain; IBM is also marketing Spyre accelerators and foresees enterprise AI workloads shifting toward private data centers or clouds, underpinning a forecast of at least 5% total revenue growth in 2026 and stronger free cash flow as mainframes remain a core pillar of its AI strategy.

via The Motley Fool|
#ai#cloud-computing#ibm