Capex plans, strategic stakes and sovereign funds placing bets on AI infrastructure and labs.
288 articles
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
SoftBank Group is set to overtake Toyota as Japan's most valuable firm. This shift highlights the massive market impact of the global AI investment boom.
Bloomberg Technology · 110d ago
The upcoming IPO of Chinese memory chip leader Changxin Technology has revealed that eight major brokerages hold significant equity stakes, signaling a shift in how brokerages are valued through 'tech-innovation attributes'.
虎嗅 · 112d ago
Powerlaw Corp., a closed-end fund holding stakes in SpaceX and OpenAI, is listing on the Nasdaq. The move provides retail investors access to high-profile private tech companies without raising new capital.
Bloomberg Technology · 115d ago
SoftBank Group shares reached a record high in Tokyo, driven by market anticipation of a potential OpenAI IPO. SoftBank serves as a key investment proxy for both OpenAI and Arm.
The Next Web (TNW) · 117d ago
SoftBank Group Corp. shares reached a record high driven by investor optimism regarding potential IPOs for OpenAI and SB Energy Corp.
Bloomberg Technology · 117d ago
Huawei's investment arm, Hubble, continues to aggressively fund the semiconductor and deep-tech ecosystem. Recent investments include companies specializing in optical semiconductors and 3D printing technology.
36氪 · 117d ago
This guide provides a comprehensive breakdown of 11 semiconductor index funds. It covers index composition, style, and performance metrics to help investors navigate the sector.
钛媒体 · 118d ago
A group of industry experts from Surf Air, SpaceX, and xAI are launching a blank check company. The SPAC aims to acquire and take a private space-sector company public to capitalize on growing industry demand.
Bloomberg Technology · 122d ago
SoftBank Group reported a record-breaking net profit of over 5 trillion yen. CFO Yoshimitsu Goto emphasized that the company's investment strategy is diversified beyond its significant OpenAI holdings.
ITmedia AI+ (日本) · 128d ago
SoftBank Group Corp. reported a surprise quarterly profit rise.
Bloomberg Technology · 129d ago
Elon Musk's Terafab project plans $55B SpaceX investment in a Texas semiconductor fab, potentially expanding to $119B total. This could majorly benefit Intel and chip equipment firms.
36氪 · 130d ago
SoftBank founder Masayoshi Son is in talks for a major AI data center project in France. He plans to unveil it with President Macron soon.
Bloomberg Technology · 131d ago
Rumors indicate Alibaba's investment talks with AI firm DeepSeek collapsed over financing terms. This reflects Alibaba's selective approach to AI investments amid intensifying competition.
钛媒体 · 132d ago
Tianyang Technology invests 4 billion yuan in computing power rental despite million-level adjusted net profit and massive 2025 losses. High-end compute faces shortages while low-end is oversupplied.
钛媒体 · 133d ago
Court files from Musk's lawsuit against Altman expose Microsoft's early OpenAI investment concerns: fear of overcommitting funds and OpenAI defecting to Amazon. In 2017, after OpenAI's robot beat Dota 2 pros, Altman pitched expanded funding to Nadella.
cnBeta (Full RSS) · 133d ago
Dongtu Tech and partners established Hubei Intelligent Robot Industry Development Co. with 350 million RMB capital.
36氪 · 133d ago
TikTok is investing US$25 billion in data infrastructure in Thailand, its largest ever in Southeast Asia. Funds will add servers and expand storage/processing in Bangkok, Samut Prakan, and Chachoengsao.
SCMP Technology · 135d ago