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37 stories taggedAI investment · page 2 of 3.

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AI Business

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.

3 min read
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AI Business

Armenia Just Opened the Biggest AI Computing Hub in the Former Soviet Region

A company called Firebird has switched on a large AI factory in Armenia, backed by Nvidia and CoreWeave, with plans to expand across Central Asia and beyond.

3 min read
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AI Business

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.

3 min read
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AI Business

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.

3 min read
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AI Business

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.

4 min read
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AI Business

SpaceX Reports Record Revenue but Shocks Investors With $16 Billion AI Spending Bill

The rocket company beat earnings expectations by a wide margin, then watched its share price drop 10 percent after revealing it spent nearly $16 billion on AI infrastructure in a single quarter.

3 min read
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AI Business

Chinese chip firm CXMT soars 466% on debut, rattling Western AI investors

A single stock market listing in Shanghai sent shockwaves through the global chip industry last week. Here is what happened and why it matters.

3 min read
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AI Business

A 24-Year-Old's AI Hedge Fund Just Lost $35 Billion. Here's How It Happened.

Situational Awareness LP bet everything on artificial intelligence stocks, called it obvious, and watched its value collapse from $45 billion to $10 billion in a matter of weeks.

4 min read
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AI Business

Jim Cramer Says Nvidia's AI Financing Deals Smell Like the Dot-Com Bubble

The veteran market commentator is not predicting a crash, but he sees a worrying pattern: a chip giant lending money to the very customers buying its chips.

4 min read
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AI Business

Microsoft made more from Anthropic in one quarter than from OpenAI all year

A fresh set of earnings figures shows Microsoft's bet on Anthropic is paying off fast, while its older stake in OpenAI had a rough three months.

4 min read
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AI Business

FTSE 100 hits four-month high as investors pull money from AI and chip stocks

London's main stock index climbed to its best level since February while Asian semiconductor shares fell sharply. Here is what is driving the shift and what it means for ordinary investors.

3 min read
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AI Business

AI's Money Problem: Google's Ballooning Costs Spook Investors Across the Whole Industry

Google just admitted it will spend up to $205 billion this year, more than it previously said it would spend at the high end. That miscalculation is rattling investors, and the pressure is spreading to every major AI company.

4 min read
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AI Business

Apple hits $5 trillion as investors ditch AI stocks

The iPhone maker briefly topped a $5 trillion market value on Tuesday, becoming only the second company in history to hit that mark, as money poured out of AI and chip stocks into perceived safer bets.

3 min read
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AI Business

AI Chip Stocks Tumble as Investors Worry About the Cost of the AI Boom

Samsung and SK Hynix each lost more than 10% of their value in a single day, dragging South Korea's stock market to a three-month low, as doubts grow about how AI companies will pay for their massive data centre build-outs.

2 min read
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AI Business

Nvidia Reveals a 9.3% Stake in Nebius, and the Stock Jumps 7%

The chip giant is backing Europe's fastest-growing AI cloud company with real money. Here is what that means and why investors are paying attention.

3 min read
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