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85 articles
Nvidia is investing nearly $50 billion in AI labs that use its chips, with future funding commitments exceeding $500 billion. This move will contribute to roughly a quarter of the company’s business next year.
Nvidia has disclosed a $21 billion stake in SpaceX, following Elon Musk's announcement of an exclusive partnership to equip SpaceX's data centers with Nvidia's AI hardware.
This article explains how oversubscribed venture capital funds work in the AI sector, using Accel's recent India fund closing as a case study. It explores capital allocation strategies, market timing, and the importance of efficient investment management in technology investments.
Microsoft's fiscal 2026 earnings reveal a $3.2B gain from Anthropic investment, while OpenAI's performance has been more mixed. The company's AI strategy is shifting towards safety and alignment research.
Nvidia invests in Ilya Sutskever's AI lab, Safe Superintelligence, shifting its focus away from Google chips and toward safer AI development.
Google's AI spending projection has surged to $205 billion, sending shockwaves through Wall Street as investors grapple with the escalating costs of artificial intelligence development.
This explainer explores how massive AI investments in infrastructure are reshaping the U.S. economy, focusing on the role of specialized hardware, software frameworks, and computational architectures that power modern AI systems.
AMD has committed up to $5 billion to Anthropic in a major AI infrastructure deal, with plans to deploy up to two gigawatts of computing capacity using AMD's Instinct MI450-series accelerators beginning in 2027.
AMD commits up to $5 billion to Anthropic, investing in the AI startup's computing infrastructure and expanding their partnership to accelerate AI development.
Travis Kalanick's robotics company Atoms has raised $1.7B in funding led by a16z, with Uber also investing in the industrial AI venture.
OpenAI announces $750 billion infrastructure spending through 2030, equivalent to Sweden's annual GDP, signaling a major commitment to AI expansion.
Samsung is reportedly in talks to invest up to one billion euros in French AI startup Mistral, potentially valuing the company at 20 billion euros.
