Breakingviews

Tencent, the $513 billion tech giant, could leap from AI laggard to leader, according to a Breakingviews analysis, thanks to booming gaming and advertising cash flow that rivals lack. The report comes…

Nvidia is financially backing massive data center projects, including a $500 billion campus in Ohio, with roughly $600 billion in total financing tied to OpenAI and SoftBank's plans, a strategy dubbed…

A Breakingviews report warns that the anticipated wave of AI mega-IPOs, including SpaceX, OpenAI, and Anthropic, expected to generate over $160 billion in primary capital, could threaten jobs in the v…