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AI Investments

Big Tech's AI Buildout Tests Investors as Capex Drains Cash Flow

Markets are pushing for clear timelines showing when massive data‑center and chip spending will convert into profit and steady free cash flow.

Google Pledges Up to $40 Billion for Anthropic, Plus 5GW of Cloud Compute

Anthropic Seals Multi‑Billion Pact With Microsoft and Nvidia, Committing $30 Billion to Azure as Backers Pledge Up to $15 Billion

SoftBank Sells Entire Nvidia Stake for $5.8 Billion to Back OpenAI and AI Infrastructure

OpenAI Signs Seven-Year, $38 Billion AWS Deal for Nvidia-Powered AI Compute

Nvidia’s $100 Billion OpenAI Deal Lifts Market Value Past $4.5 Trillion

Nvidia Deepens OpenAI Ties With 10 GW LOI and Up to $100 Billion Investment