Updates on AI Investment

Every AI story we track on AI Investment: 93 stories so far, each summarized in our own words and linked to the publisher that reported it.

Pulled from 125 sources

Today's stories

SK Hynix Leveraged Funds to Be Delisted in US as AI Rally Cools

Bloomberg

This week

Behind the Scenes, Meta’s Board Is Battling With Mark Zuckerberg Over His Out-of-Control AI Spending

Futurism
Finance12 min read

In AI, it’s a tale of two diverging investor classes

SiliconANGLE

Meta Creates New Class C Stock To Fund AI Ambitions And Keep Zuckerberg In Charge

Forbes

Anthropic’s Financial Situation May Explain Why Dario Amodei Looks So Terrified All the Time

Futurism

AI isn't having much of an effect on company profits — which is putting more scrutiny on why bosses should pay for it

TechRadar

Why Anthropic can't afford to delay its IPO

Axios

"Power is probably the forever bottleneck": Grid delays threaten the AI race.

Axios

The cost of AI adoption: can businesses turn investments into returns?

ET AI (The Economic Times)

This month

Anthropic Revenue Hits $16.8 Billion in Quarter Before IPO

Covered by 3 sources

Meta was prepared to write an up to $200 billion AI check before knowing whether its model would work

Business Insider
Finance2 min read

AI boom lifts China, India as global trade growth accelerates, IMF says

ET AI (The Economic Times)

Priya Saiprasad, General Partner at Touring Capital – Interview Series

Unite.AI

Europe’s startups had their best quarter in 4 years, Crunchbase data shows

The Next Web

OpenAI and Anthropic Face Rising Price Pressure From Big AI Users

Covered by 2 sources

The Great AI Reset: 2027 Isn't A Spending Story—It's A Recalibration Story

Forbes
Finance5 min read

Anthropic’s IPO and Our Collective Leap Of Faith

Big Technology

Trump, Big AI go all-in together

Axios

Carlyle Warns Private Credit AI Push Runs Concentration Risk

Bloomberg

He’s Completely Terrified of AI—and He’s About to Make Billions Off It

The Wall Street Journal

Data-Center Bet Makes ESDS One of India’s Best New Listings

Bloomberg

AI spend per employee slumped at top firms in August — summer doldrums or a warning sign?

TechCrunch
Chips & Compute5 min read

OpenAI's entanglements with a data center company go on display in a new filing

Business Insider

Ukraine's ousted pro-tech defense minister is launching a new company backed by Palantir's Alex Karp

Business Insider

Meta projected spending up to $10bn a year on Anthropic’s AI models

The Next Web
AI Research4 min read

CEO Jensen Huang went on an AI deal spree in August. Nvidia plans to invest $18 billion more this fiscal year.

Business Insider

Anthropic’s best AI model struggles to attract users as cheaper tools thrive

Simon Willison's Weblog

Nvidia is in talks to back Perplexity at more than $30bn

The Next Web
Finance3 min read

Anthropic is targeting an IPO the size of the largest ever

The Next Web

Anthropic’s revenue passed OpenAI’s for the first time last quarter

The Next Web

Anthropic’s revenue run rate tops $65bn, a source says, but a run rate is not revenue

The Next Web
Chips & Compute3 min read

Semiconductor Giants Are Busy Backing Startups This Year

Crunchbase

Alibaba sells its Lingxi games arm to fund an all-in bet on AI

The Next Web
Finance40 min read

Don't Look Up

Where's Your Ed At
Finance3 min read

AI Investors Are Suddenly Quaking in Their Boots

Futurism
AI Research1 min read

Intel plans $15B stock offering to fund AI expansion

Anadolu Agency English
AI Research3 min read

A DeepMind exec finally said what the trillion-dollar AI spend is for: machines that improve themselves.

The Next Web

Jon Gray says impatience about AI returns is 'a little misplaced'

Business Insider

The AI trade now runs on borrowed money, and the lenders are repricing it

Hacker News

Amazon and Apple just told us more about their AI plans - here are three things we learned

BBC

Meta Struggles With Limited Returns on Its AI Spending, Social Media Legal Woes

Gizmodo
Finance3 min read

Traders price an outsized Microsoft move as AI capex scrutiny mounts

The Next Web

AI boom drives an 80% surge in foreign investment bids for Thailand

The Next Web

Google Free Cash Flow Turns Negative Due to Massive AI Spend

Gizmodo

Masayoshi Son says AI will cost $5tn a year by 2040, and calls bubble talk absurd

The Next Web

Zuckerberg Admits That AI Is Not Working Out the Way He Imagined

Futurism

South Korea plans a ‘future response fund’ built on its AI chip tax windfall

The Next Web
Agents2 min read

Mark Zuckerberg tells staff that AI agents haven’t progressed as quickly as he’d hoped

Covered by 2 sources
Finance3 min read

What Went on at This Meeting of Powerful Central Bankers Won’t Ease Your Mind About an AI Bubble

Covered by 2 sources

OCBC to lift annual tech spending above $771mn as new CEO doubles down on AI

The Next Web

Visa says AI investment and digital commerce are carrying the global economy

The Next Web

DeepSeek’s $7.4bn raise is one symptom of China’s AI cash surge

The Next Web

The BIS warns an AI bust could hit credit markets as hard as the 2008 financial crisis

The Next Web

General Atlantic wants to back China’s Kling AI at $18bn. Beijing is telling its AI firms to refuse US money.

The Next Web
Showing the 60 most recent of 93 stories on AI Investment