Investment

Forbes analysis argues the market is valuing SpaceX as a future AI infrastructure and compute platform, not merely as a launch company.

A Guardian analysis charts fast-rising AI investment and adoption while warning that return expectations remain uncertain.

OpenAI is reportedly set to commit up to $1.5 billion to a new $10 billion joint venture with private equity firms to scale enterprise AI.

CoreWeave's landmark capital raise in a matter of days highlights the aggressive financing strategies fueling the AI infrastructure buildout in 2026.

Nvidia has taken a $2B stake in Marvell Technology, enabling custom AI chip integration and sparking a 13% rally in Marvell's stock price.

A new Morgan Stanley research report argues that 2026 is shaping up to be a pivotal inflection point for artificial intelligence, with frontier model capabilities accelerating rapidly enough to disrupt labor markets, enterprise software, and capital allocation strategies across industries.

Anthropic leads with $30 billion Series G at $380 billion valuation as US AI startups secure massive funding rounds, with three companies crossing $1 billion.

Andhra Pradesh announces ambitious AI data city spanning 100km radius in Visakhapatnam, securing major investments from Google, Microsoft, and Reliance to narrow AI gap with US and China.

Top 4 US hyperscalers raise combined data center spending to $600B as global capex approaches $1T milestone in 2026, driven by AI infrastructure demands.

AI competition from Anthropic's Claude sparks investor concerns about software sector sustainability, causing Microsoft and tech stocks to plunge sharply.

Venture capitalists and industry analysts warn that the AI bubble is beginning to show cracks, with sustainability concerns about OpenAI and questions about whether massive capital expenditures will deliver promised returns.

Nvidia's plan to invest up to $100 billion in OpenAI has stalled after internal concerns emerged. CEO Jensen Huang privately criticized OpenAI's business approach and expressed concerns about competition. The companies are now rethinking their partnership, with discussions including a smaller equity investment of tens of billions.

Global investment in AI infrastructure is projected to surpass $7 trillion over the next decade, spanning data centers, power systems, and semiconductor manufacturing.

Oracle announces massive AI infrastructure investment in New Mexico with 4,000 construction jobs and 1,500 permanent positions, supporting OpenAI operations.

Nvidia CEO Jensen Huang predicts the AI boom will drive the largest infrastructure buildout in human history, with an estimated $85 trillion investment over the next 15 years, creating massive job opportunities.

The release of a new AI tool from Anthropic has sent shockwaves through the software industry, causing stocks to sink as investors fear widespread disruption and a potential shift in the market landscape.

OpenAI has announced a landmark $10 billion agreement with chipmaker Cerebras to deploy 750 megawatts of AI computing power by 2028, significantly expanding its hardware infrastructure and reducing its reliance on Nvidia.