AI
OpenAI Closes Record $110 Billion Round at $730 Billion Valuation
Amazon, Nvidia, and SoftBank lead largest private funding in history as AI infrastructure arms race accelerates.
Rightmove CEO Calls AI an Opportunity, Not a Threat, as Portal Faces £2bn Wipeout
Johan Svanstrom positions UK's dominant property platform as an adapter rather than victim of disruption—but investors remain unconvinced after shares fell 45%.
AI Investment Shifts Beyond Nvidia as Capital Spending Hits $650 Billion
Analysts track infrastructure expansion and evolving market dynamics as hyperscalers pour record capital into AI buildout.
CoStar Launches Homes AI as Real Estate Bets on Domain-Specific Intelligence
CEO Andy Florance positions voice-enabled assistant as data-moat play against generic AI tools—and a wedge against Zillow, Redfin in proptech arms race.
Rajan Dismisses AI Doomsday Scenario for India’s $224 Billion IT Sector
Former RBI chief calls disruption real but manageable, pushes back on Citrini Research forecast warning of economic collapse by 2028.
Microsoft Deploys Copilot Tasks to Transform Busywork Into Background Automation
Cloud-based AI agents now execute multi-step workflows autonomously, intensifying Microsoft's competition with OpenAI and Anthropic in the enterprise productivity race.
CoreWeave Posts $452 Million Loss as AI Infrastructure Costs Surge
Nvidia-backed cloud operator's fourth-quarter loss nearly ninefold larger than prior year, exposing capital intensity pressures as sector grapples with profitability questions.
Anthropic CEO Rejects Pentagon’s Final AI Ultimatum
Dario Amodei holds firm on safeguards as Friday deadline approaches, marking first major refusal of unrestricted military access to frontier models.
Anthropic Rejects Pentagon’s Final Offer, Escalates AI Standoff Hours Before Deadline
The AI company refused to drop guardrails against mass surveillance and autonomous weapons despite threats of contract cancellation and blacklisting.
Howard Marks: AI Will Eliminate Most Fund Managers, But the Greatest Investors Will Thrive
Oaktree's co-chairman argues artificial intelligence excels at pattern recognition from historical data—which is precisely why it will fail where elite investors succeed.
Snowflake’s 30% Growth and ‘Magical’ AI Moment Challenge Market Skepticism on Enterprise Spending
CEO Ramaswamy's Q4 earnings beat signals robust AI demand as investors question the sustainability of tech infrastructure buildouts
Tech Stocks Shed $1.3 Trillion as AI Spending Paradox Triggers Market Repricing
Nvidia rallies on blockbuster earnings while broader sector bleeds—investors demand proof that $700 billion capex surge will generate returns.