Barclays is investing hundreds of millions of dollars in artificial intelligence infrastructure, raising its return on tangible equity target to above 14% through 2028 from a prior goal of over 12% by…
AI companies Anthropic and OpenAI have surpassed major consumer brands like Starbucks and McDonald’s in annual revenue, reaching approximately $120 billion combined, according to an Axios report. Anth…
China has commenced mass production of deep ultraviolet (DUV) chipmaking tools, intensifying a sell-off in AI and semiconductor stocks as market participants reassess the global competitive landscape.…
A potential slowdown in the AI investment boom is emerging as capital spending shifts, with UBS estimating global AI investments will reach $500 billion in 2026. CNBC reported that investors are rotat…
Asian markets fell sharply as AI-linked anxiety triggered a tech selloff, with South Korea's KOSPI and Japan's Nikkei suffering steep losses amid concerns over capital requirements and valuation press…
Twenty-five major tech firms, including Nvidia, Microsoft, and Meta, signed an open letter on July 24 urging the US government not to impose premature restrictions on open-weight AI models developed b…
Amazon invested $13 billion in Anthropic to support the development of open-weight AI models, deepening their strategic partnership and boosting Anthropic's competitive position against rivals like Op…
Nvidia has poured over $40 billion into AI infrastructure commitments in 2026, including a $2 billion additional stake in GPU buyer CoreWeave, fueling debate over whether demand is organic or artifici…
Nvidia is increasing investments in AI with commitments exceeding $40 billion in 2026 alone, including a $30 billion investment in OpenAI, raising concerns among skeptics that the strategy could artif…
Anthropic's Claude Fable 5 and OpenAI's GPT-5.5 Pro each generated verified solutions to an unsolved number theory problem involving the absolute Galois group of the 2-adic numbers, marking the second…
Brent crude oil fell below $100 to $92.82 per barrel amid Middle East supply disruptions affecting the Strait of Hormuz and the Red Sea, creating uncertainty for Big Tech's $725 billion in AI capital …
Anthropic's shared conversation feature on Claude inadvertently allowed Google to index sensitive user data, including at least one cryptocurrency wallet key, over the weekend of July 26-27. Reddit us…
Anthropic CEO Dario Amodei disputes claims that releasing open-weight AI models enhances safety, arguing that once frontier model weights are released, developers lose the ability to revoke access or …
Nvidia is in advanced talks to provide around $250 billion in financing guarantees for OpenAI's planned 10-gigawatt data center in southern Ohio, with separate chip purchases up to $350 billion potent…
Investor demand for AI-related corporate bonds has dropped sharply, with order cover ratios falling from nearly 5x in February 2026 to below 2x by July 2026, according to Apollo Global Management. The…
Cracks in AI-related bonds are becoming more apparent as Meta and Microsoft prepare to announce their earnings on July 29, with the bond market seeing weaker demand and wider spreads amid concerns abo…
TPG is in exclusive talks to acquire Netrality Data Centers from Macquarie Asset Management in a deal valued between $2 billion and $3 billion, which would rank among the largest data center transacti…
OpenAI CEO Sam Altman is traveling to Washington to meet Treasury Secretary Scott Bessent and Commerce Secretary Howard Lutnick as early-stage discussions advance on a proposed 5% equity stake for the…
Microsoft CEO Satya Nadella warned on June 14 that businesses relying on a single AI provider risk losing their competitive edge and proprietary knowledge, advocating for multi-model AI strategies and…
Amazon, Alphabet, Meta, Microsoft, and Oracle have collectively issued approximately $121 billion in new corporate bonds in 2025 to fund AI infrastructure, pushing their total debt to an estimated $35…