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Investments

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Nvidia eyes $30B OpenAI stake, abandons $100B infrastructure pledge
market-news5 days ago

Nvidia eyes $30B OpenAI stake, abandons $100B infrastructure pledge

Nvidia is nearing a $30 billion direct stake in OpenAI, replacing its earlier $100 billion infrastructure commitment, as part of a funding round valuing OpenAI at about $730 billion pre-money. The deal would not be tied to milestones, though Nvidia could join future rounds to fulfill the original plan, with other backers including Amazon, SoftBank, and Microsoft. The move reinforces Nvidia’s AI-hardware strategy amid intense chip competition, but it has reignited talk of circular financing and could draw regulatory scrutiny as OpenAI relies on Nvidia gear for its GPT-series progress.

India targets $200B data-center push to become a global AI hub
technology7 days ago

India targets $200B data-center push to become a global AI hub

India aims to attract up to $200 billion in data-center investments over the next few years to establish itself as an AI hub, backed by a tax-holiday for data centers, a shared 38,000-GPU computing facility, sovereign AI models, and major investments from Google, Microsoft and Amazon, as it pursues infrastructure development, public-private partnerships, reskilling, broader 5G rollout, and a globally engaged, inclusive AI framework.

Japan Kickstarts $36B U.S. Investment Drive Under Trump Trade Pact
business8 days ago

Japan Kickstarts $36B U.S. Investment Drive Under Trump Trade Pact

The U.S. and Japan announced $36 billion in the first phase of a broader $550 billion investment pledge tied to tariff relief, funding energy and manufacturing projects such as a large natural gas plant in Ohio, a Gulf Coast crude oil export facility, and a Georgia synthetic diamond site. The move aims to sustain U.S.–Japan ties amid financing hurdles and domestic frictions, with more announcements expected as Tokyo seeks to demonstrate progress before Prime Minister Takaichi’s U.S. visit.

Amazon's $200B AI bet aims to lock in cloud supremacy
business10 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.

OpenAI Pulls Back on Nvidia's $100B AI Hardware Bet
business21 days ago

OpenAI Pulls Back on Nvidia's $100B AI Hardware Bet

OpenAI reportedly walked away from Nvidia’s proposed $100 billion AI hardware deal, citing Nvidia’s latest chips as not meeting its inference needs, while OpenAI moved forward with deals from AMD and others. Bloomberg later said Nvidia was nearing a $20 billion investment in OpenAI. The huge figure was a non-binding LOI, and both sides say there’s no rift, even as Nvidia’s stock declines.

Gates Foundation's fossil-fuel bets rebound to $254m in 2024
business1 month ago

Gates Foundation's fossil-fuel bets rebound to $254m in 2024

Guardian analysis shows the Gates Foundation Trust held about $254 million in fossil-fuel extractors in 2024, a nine-year high and up 21% since 2016, signaling a rebound in exposure despite Bill Gates’ 2019 pledge to divest. The trust’s 2024 holdings include Glencore, BP, Occidental Petroleum, Inpex and Equinor, with growth partly driven by stock-price moves and new stakes after earlier rapid divestment; the piece notes the tension between philanthropy and climate commitments as the portfolio remains meaningfully exposed to upstream fossil fuels.

Trump’s late-2025 bond bets draw ethics scrutiny amid Netflix–Warner deal
politics1 month ago

Trump’s late-2025 bond bets draw ethics scrutiny amid Netflix–Warner deal

President Trump’s latest financial disclosure shows he bought bonds totaling up to about $51 million (including Netflix and Discovery bonds) in the Nov–Dec 2025 window, among 191 transactions. The White House says investments are managed by independent firms with no input from Trump or his family. Ethics experts warn the holdings could pose conflicts of interest as he weighs regulatory decisions around the Netflix–Warner Bros. Discovery merger, underscoring ongoing concerns about potential conflicts for the president.

US-Taiwan tariff relief tied to a massive chip-investment pledge
business1 month ago

US-Taiwan tariff relief tied to a massive chip-investment pledge

The US agreed to cut tariffs on Taiwanese goods to 15% in exchange for at least $250 billion in new investments by Taiwanese semiconductor and tech firms in the US to expand domestic chip production, with tariff carve-outs for investing companies. Taiwan’s government would provide roughly $250 billion in financing to support these investments, building on existing subsidies and expanding facilities like TSMC’s Arizona plant, as the US seeks a stronger, self-sufficient chip supply chain amid ongoing legal and industry shifts.