#AI investment
47 stories taggedAI investment · page 2 of 4.

Wall Street Wants to Turn Nvidia Chips Into a New Asset Class. Here's Why That's Complicated.
Six of the world's biggest financial firms are joining Nvidia to bundle $500 billion in chip financing. The pitch is that GPUs are now investable assets like buildings or bonds. The catch: Nvidia's own CEO said something very different about chip lifespans just last year.

NVIDIA Will Back a $600 Billion AI Computing Deal with OpenAI Anchored by a 20-Year Ohio Campus
The chipmaker is guaranteeing portions of lease and power costs at a giant data centre site in Portsmouth, Ohio, where OpenAI will run what NVIDIA says could eventually hold 1.5 million of its processors per generation.

Groq raises $350 million after ditching its own chips for Nvidia's
Once an Nvidia rival, the startup is now an Nvidia customer. Here is what happened and what it means for the cloud companies racing to run your AI.

Microsoft's AI Chip Count May Not Add Up, Investigation Finds
A Guardian investigation claims there is a gap between what Microsoft says about its AI computing power and the number of advanced chips it actually has running. Here is what that means and why it matters.

Arm Co-founder: AI Will Create More Value Than Any Tech Wave Before It, But Expect a Bumpy Ride
Hermann Hauser helped build the chip technology inside almost every smartphone on earth. His verdict on AI is bullish and cautious in equal measure.

Databricks wanted to raise $1 billion. Investors offered $15 billion. It took $5 billion.
The AI data company closed a $5 billion funding round at a $190 billion valuation after a leaked news report triggered a flood of investor calls it never asked for.

Nvidia's $500 Billion Data Center Plan Is Really About Keeping Old Chips Valuable
Six of Wall Street's biggest names have pledged up to $500 billion to build AI data centers. The headline number is striking. The real story is how Nvidia is betting its own money that its chips hold their worth over time.

Anthropic investors expect a $2 trillion valuation when the AI company goes public
Half a dozen backers told the Financial Times they believe the Claude-maker could debut on public markets at a figure that would surpass SpaceX and break the record for the largest IPO in history.

Nvidia Is Assembling a $500 Billion War Chest to Finance the AI Build-Out
The chipmaker has recruited six of Wall Street's biggest money managers to help its customers pay for data centres, power contracts and the specialised chips AI runs on.

OpenAI-backed Thrive Holdings raises $2 billion to wire AI into everyday businesses
Thrive Holdings buys traditional firms, sends in AI experts, and now wants to tackle the paperwork that slows down building roads, data centres, and power plants.

Accel Raises $550 Million for India in Weeks, Betting AI Will Power the Country's Next Startup Wave
The venture firm closed its new India fund while more than half its previous fund sat unspent, signalling unusually strong investor confidence in Indian AI applications and enterprise software.

Armenia Just Opened the Biggest AI Computing Hub in the Former Soviet Region
Firebird has switched on a large AI factory in Armenia, backed by Nvidia and CoreWeave, with plans to expand across Central Asia and beyond.

Battered AI Hedge Fund Situational Awareness Bets $400 Million on Chip Startup Source Foundry
Despite selling off half its assets last month, the fund founded by a former OpenAI researcher has now put a total of $500 million into a Stanford-born startup trying to make chip manufacturing faster and cheaper.

SoftBank's Intel bet pays off big, but OpenAI goes quiet on the books
The Japanese investment giant posted a $2.2 billion profit for the June quarter, well above forecasts. A huge gain on Intel shares did the heavy lifting. OpenAI, which SoftBank has pumped $55 billion into, added nothing this time.

Big Tech's AI bets are making corporate profits look much bigger than they are
Microsoft, Amazon and Alphabet booked billions in paper gains from their stakes in Anthropic, OpenAI and SpaceX. Strip those out and earnings growth looks a lot more ordinary.