Antitrust

AI Markets

OpenAI’s $852B Valuation Tests the Limits of AI Investment Logic

A $122B funding round backed by Amazon, Nvidia, and SoftBank marks the largest AI bet on record—but profitability remains years away and enterprise adoption lags.

8 min read ·
AI Markets

Warren, Blumenthal Open Antitrust Probe Into Nvidia’s $20 Billion Groq Deal

Senators allege licensing structure was designed to evade merger review while consolidating Nvidia's 80% market dominance in AI accelerators.

8 min read ·
AI Geopolitics

Super Micro Co-Founder Charged in $2.5 Billion GPU Smuggling Case as Nvidia Faces Dual Regulatory Assault

First major criminal prosecution under AI chip export controls reveals systematic compliance failures at a core infrastructure vendor, compounding pressure on Nvidia's China business and $20 billion Groq acquisition.

8 min read ·
AI Markets

Microsoft threatens legal action over Amazon’s $50B OpenAI cloud deal

Dispute over API exclusivity could redefine cloud vendor rights in AI partnerships as Microsoft claims breach of Azure-only hosting terms.

8 min read ·
Markets Technology

Google Offers Epic $800M Partnership to Settle Antitrust Case, Drawing Regulatory Skepticism

Proposed settlement would slash Play Store fees to 9-20% and open Android to rival app stores, but FTC and judge question whether deal serves broader market interests.

8 min read ·
Markets

UK Watchdog Opens Data-Sharing Probe Into Hilton, Marriott, and IHG

Competition and Markets Authority investigates whether hotel giants exchanged sensitive pricing information through CoStar's STR analytics platform.

8 min read ·
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.

9 min read ·
Technology

Google to Test Rival Search Engine Visibility in EU Under DMA Pressure

Search giant prepares to display competitors by default in European results as €9.71 billion in prior fines loom and Digital Markets Act enforcement intensifies.

9 min read ·