Capex plans, strategic stakes and sovereign funds placing bets on AI infrastructure and labs.
288 articles
Businesses invested more than £11 billion in Britain’s digital infrastructure last year. The spending surge was driven by demand for data centers needed to deploy artificial intelligence.
Bloomberg Technology · 26d ago
Tencent’s second-quarter update highlights 52.8 billion yuan in capital expenditure directed toward AI. The central question is when this large investment will translate into measurable revenue and reshape the company’s profit statement.
钛媒体 · 37d ago
China's SASAC has directed central state-owned enterprises to focus investments on emerging pillar industries, large-scale equipment upgrades, and infrastructure. This initiative aims to optimize investment structures under the 15th Five-Year Plan.
36氪 · 59d ago
Longsys (Huaqin Technology) subsidiary acquired 6.26 million H-shares of JCET (Jinghe Integration) for 189 million HKD. This increases the group's total stake in JCET to 10.48%.
36氪 · 64d ago
Warren Buffett revealed he personally initiated Berkshire Hathaway's significant investment in Alphabet. He expressed regret for not entering the position earlier in the company's growth cycle.
36氪 · 65d ago
Universal Scientific Industrial (USI) announced a 50 million RMB investment in the Shanghai Shangce Xingrong Chip Fund. The fund aims to raise 800 million RMB to support the integrated circuit industry.
36氪 · 65d ago
Major public funds are aggressively increasing their stakes in Hong Kong-listed innovative drug companies. This move is driven by low valuations and the potential for AI-driven research and development breakthroughs.
36氪 · 66d ago
Underwater robotics is gaining traction, but there are significant debates regarding capital allocation and market direction. The article explores the shifting investment landscape in this specialized field.
钛媒体 · 67d ago
Data from China's National Development and Reform Commission shows a 118.4% year-over-year increase in capital investment for AI and humanoid robots. The sector is becoming a primary engine for high-quality economic growth.
36氪 · 69d ago
Zhipu AI recorded a significant net inflow of 4.33 billion HKD from southbound capital, signaling strong investor confidence in the Chinese AI model leader.
36氪 · 73d ago
The annual Sun Valley Conference, known as the 'billionaire summer camp,' is convening with top executives from Meta, OpenAI, and Google. Artificial intelligence, specifically its investment ROI and industry integration, is expected to dominate the agenda.
IT之家 · 74d ago
Shenzhen Wujie Zhihang Technology has undergone a capital increase and shareholder change. Baidu's Sanya Baichuan Zhixin Private Equity Fund is among the new investors.
36氪 · 74d ago
The embodied AI sector is experiencing a surge in investment interest. This trend signals a shift in capital allocation toward robotics and physical AI integration.
钛媒体 · 78d ago
South Korean retail investors are aggressively purchasing Chinese AI-related stocks, including semiconductor firms and robotics companies, driven by FOMO and government-backed AI infrastructure plans. This trend highlights the cross-border spillover of AI investment fervor.
虎嗅 · 78d ago
An overview of the interconnected investment and competitive landscape among AI giants like Google, Microsoft, and Nvidia, highlighting how capital flows create a 'black hole' effect in the industry.
虎嗅 · 79d ago
SoftBank is back in talks with lenders to secure a $10 billion loan using its OpenAI shares as collateral. To mitigate lender concerns over AI asset valuation, SoftBank has committed to providing repayment guarantees.
36氪 · 79d ago
Baidu's private equity fund has acquired a stake in Beijing Orbital Light Technology, a company focused on space computing infrastructure. The company's registered capital has increased following this investment.
36氪 · 81d ago
Millennium Management is establishing an internal AI laboratory to accelerate the development and application of advanced technologies within the firm.
Bloomberg Technology · 82d ago
SoftBank founder Masayoshi Son has abandoned his previous retirement plans to lead the company for at least another decade. He intends to dedicate his remaining career to the advancement of artificial intelligence.
cnBeta (Full RSS) · 87d ago
Major investment firms including BlackRock's AIP and KKR are bidding for Stack Infrastructure's Asia-Pacific data center assets. This highlights the ongoing demand for AI-ready infrastructure.
Bloomberg Technology · 87d ago
SoftBank Group founder Masayoshi Son has officially abandoned his previous plan to retire in his sixties. He intends to remain at the helm of the technology investment firm for at least another ten years to oversee its AI-focused strategy.
Bloomberg Technology · 87d ago
Global investors are pivoting their Japanese equity portfolios from traditional value stocks to AI-linked growth companies. This shift is reshaping the Japanese market-cap rankings.
Bloomberg Technology · 88d ago
Major Chinese internet companies including ByteDance, Tencent, JD Health, and Ant Group are aggressively expanding their investments into AI-powered healthcare solutions. This shift signals a broader industry move to integrate generative AI and machine learning into medical diagnostics and patient services.
Pandaily · 88d ago
China's embodied AI sector saw RMB 46 billion in investment during H1 2026. However, widespread factory deployment remains stalled due to significant data scarcity and technical immaturity.
Pandaily · 90d ago
Elise Badoy of Citigroup suggests that European markets are becoming more attractive for AI investments. The focus is shifting from infrastructure to practical implementation, where European stocks appear undervalued.
Bloomberg Technology · 95d ago
French President Emmanuel Macron is prioritizing AI funding and data center infrastructure to boost Europe's competitiveness in the global technology race.
Bloomberg Technology · 96d ago
Goldman Sachs president John Waldron notes that the record-breaking SpaceX IPO demonstrates investor willingness to fund capital-intensive AI infrastructure. The move suggests a broader trend of capital markets supporting companies critical to the AI ecosystem.
Bloomberg Technology · 99d ago
London Tech Week kicked off with significant financial commitments aimed at bolstering the UK's AI infrastructure. The focus is primarily on compute machinery to support national AI development goals.
The Next Web (TNW) · 103d ago
Elon Musk continues to influence investor sentiment through his vision for the future at a high-profile event hosted by Jamie Dimon. The discussion centered on the long-term trajectory of SpaceX.
Bloomberg Technology · 106d ago
Meituan reported a third consecutive quarterly loss but expects a US$1 billion windfall from strategic investments in frontier technologies. Key holdings include the high-growth AI firm Zhipu AI, highlighting a shift toward AI-driven business diversification.
SCMP Technology · 109d ago