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Investments

All articles tagged with #investments

world16 days ago

Iran War Tests Gulf Money Pledges to Back U.S. Investments

As the Iran conflict persists, Gulf monarchies warn they may repatriate or slow hundreds of billions pledged for U.S. projects, threatening capital for U.S.-based startups, investment firms, and large companies that rely on sovereign-wealth funding; the disruption to oil revenue and tourism is prompting leaders to rethink commitments, likely slowing new investments in the short term, though some analysts say pledges will endure albeit at a slower pace. Defense and energy firms could still benefit as Gulf states rebuild and bolster defenses, but the overall funding landscape remains uncertain for months to years.

Nvidia’s Huang hints $30B OpenAI bet could be the last before OpenAI goes public
technology1 month ago

Nvidia’s Huang hints $30B OpenAI bet could be the last before OpenAI goes public

Jensen Huang said Nvidia’s $30 billion investment in OpenAI could be its last before OpenAI goes public, with its $10 billion stake in Anthropic also likely final; the $100 billion OpenAI deal may not materialize as OpenAI moves toward an IPO. The round includes commitments from Amazon and SoftBank, while Nvidia expands OpenAI’s capacity on its Vera Rubin systems and is developing a new inference-focused chip for OpenAI.

Trump Bets Big on Texas Growth With Energy Wins and Private Investment
politics1 month ago

Trump Bets Big on Texas Growth With Energy Wins and Private Investment

President Trump travels to Corpus Christi to trumpet a Texas-led revival under GOP leadership, highlighting lower energy costs, substantial tax relief for families, rising wages and jobs, and a flood of private investments (Google, Nvidia, Apple, TI, Lilly, MP Materials, and more) alongside rural health funding — all framed as proof of economic expansion and stronger borders, with assertions of enforcement against illegal immigration improving safety and affordability in the state.

Nvidia eyes $30B OpenAI stake, abandons $100B infrastructure pledge
market-news1 month ago

Nvidia eyes $30B OpenAI stake, abandons $100B infrastructure pledge

Nvidia is nearing a $30 billion direct stake in OpenAI, replacing its earlier $100 billion infrastructure commitment, as part of a funding round valuing OpenAI at about $730 billion pre-money. The deal would not be tied to milestones, though Nvidia could join future rounds to fulfill the original plan, with other backers including Amazon, SoftBank, and Microsoft. The move reinforces Nvidia’s AI-hardware strategy amid intense chip competition, but it has reignited talk of circular financing and could draw regulatory scrutiny as OpenAI relies on Nvidia gear for its GPT-series progress.

India targets $200B data-center push to become a global AI hub
technology1 month ago

India targets $200B data-center push to become a global AI hub

India aims to attract up to $200 billion in data-center investments over the next few years to establish itself as an AI hub, backed by a tax-holiday for data centers, a shared 38,000-GPU computing facility, sovereign AI models, and major investments from Google, Microsoft and Amazon, as it pursues infrastructure development, public-private partnerships, reskilling, broader 5G rollout, and a globally engaged, inclusive AI framework.

Japan Kickstarts $36B U.S. Investment Drive Under Trump Trade Pact
business1 month ago

Japan Kickstarts $36B U.S. Investment Drive Under Trump Trade Pact

The U.S. and Japan announced $36 billion in the first phase of a broader $550 billion investment pledge tied to tariff relief, funding energy and manufacturing projects such as a large natural gas plant in Ohio, a Gulf Coast crude oil export facility, and a Georgia synthetic diamond site. The move aims to sustain U.S.–Japan ties amid financing hurdles and domestic frictions, with more announcements expected as Tokyo seeks to demonstrate progress before Prime Minister Takaichi’s U.S. visit.

Amazon's $200B AI bet aims to lock in cloud supremacy
business1 month ago

Amazon's $200B AI bet aims to lock in cloud supremacy

Amazon plans to spend about $200 billion in 2026, largely to expand AWS’s AI data centers, even as AWS market share slides to a multiyear low of 28% despite 24% revenue growth and thinning margins. The costly push is seen as essential to stay competitive with Microsoft and Google and to capitalize on a projected AI data-center boom, aided by Amazon’s Trainium/Inferentia chips and Bedrock, which together aim to deliver long-term returns in a market expected to grow ~35.5% annually through 2034.

OpenAI Pulls Back on Nvidia's $100B AI Hardware Bet
business2 months ago

OpenAI Pulls Back on Nvidia's $100B AI Hardware Bet

OpenAI reportedly walked away from Nvidia’s proposed $100 billion AI hardware deal, citing Nvidia’s latest chips as not meeting its inference needs, while OpenAI moved forward with deals from AMD and others. Bloomberg later said Nvidia was nearing a $20 billion investment in OpenAI. The huge figure was a non-binding LOI, and both sides say there’s no rift, even as Nvidia’s stock declines.

Gates Foundation's fossil-fuel bets rebound to $254m in 2024
business2 months ago

Gates Foundation's fossil-fuel bets rebound to $254m in 2024

Guardian analysis shows the Gates Foundation Trust held about $254 million in fossil-fuel extractors in 2024, a nine-year high and up 21% since 2016, signaling a rebound in exposure despite Bill Gates’ 2019 pledge to divest. The trust’s 2024 holdings include Glencore, BP, Occidental Petroleum, Inpex and Equinor, with growth partly driven by stock-price moves and new stakes after earlier rapid divestment; the piece notes the tension between philanthropy and climate commitments as the portfolio remains meaningfully exposed to upstream fossil fuels.

Trump’s late-2025 bond bets draw ethics scrutiny amid Netflix–Warner deal
politics2 months ago

Trump’s late-2025 bond bets draw ethics scrutiny amid Netflix–Warner deal

President Trump’s latest financial disclosure shows he bought bonds totaling up to about $51 million (including Netflix and Discovery bonds) in the Nov–Dec 2025 window, among 191 transactions. The White House says investments are managed by independent firms with no input from Trump or his family. Ethics experts warn the holdings could pose conflicts of interest as he weighs regulatory decisions around the Netflix–Warner Bros. Discovery merger, underscoring ongoing concerns about potential conflicts for the president.

US-Taiwan tariff relief tied to a massive chip-investment pledge
business2 months ago

US-Taiwan tariff relief tied to a massive chip-investment pledge

The US agreed to cut tariffs on Taiwanese goods to 15% in exchange for at least $250 billion in new investments by Taiwanese semiconductor and tech firms in the US to expand domestic chip production, with tariff carve-outs for investing companies. Taiwan’s government would provide roughly $250 billion in financing to support these investments, building on existing subsidies and expanding facilities like TSMC’s Arizona plant, as the US seeks a stronger, self-sufficient chip supply chain amid ongoing legal and industry shifts.