#ai-investment

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Business
fromFortune
12 hours ago

AI is a 'euphoric' bubble and you should buy into it, Wells Fargo analyst urges | Fortune

AI investment is too large to ignore, so investors should ride momentum despite potential future breaking points.
#microsoft
fromTNW | Insights
1 day ago
Artificial intelligence

Nadella feared Microsoft would become 'the next IBM' as $92B OpenAI return projection revealed at trial

Tech industry
from24/7 Wall St.
1 week ago

Microsoft Falls 5% Despite Q3 Beat: Why $190 Billion in AI Spending Has Investors Worried

Microsoft shares fell 5% despite strong Q3 earnings due to concerns over a $190 billion AI capital expenditure pledge for 2026.
fromEntrepreneur
2 weeks ago
Retirement

For the First Time, Microsoft Is Offering Voluntary Retirement to 7% of Its Workforce - Here's Why

Artificial intelligence
fromComputerworld
2 weeks ago

Microsoft to offer voluntary retirement buyouts to about 7% of the US workforce

Microsoft is offering voluntary retirement buyouts to 8,750 employees as part of its first program of this kind in response to AI investment pressures.
Retirement
fromTNW | Future-Of-Work
2 weeks ago

Microsoft's first voluntary retirement offer is a buyout dressed as a benefit

Microsoft is offering voluntary retirement to 7% of its US workforce, targeting senior directors and below, amid significant layoffs and a hiring freeze.
Artificial intelligence
fromTNW | Insights
1 day ago

Nadella feared Microsoft would become 'the next IBM' as $92B OpenAI return projection revealed at trial

Microsoft invested $13B in OpenAI as a survival hedge, fearing it would become irrelevant in the AI era if it did not control the platform.
Tech industry
from24/7 Wall St.
1 week ago

Microsoft Falls 5% Despite Q3 Beat: Why $190 Billion in AI Spending Has Investors Worried

Microsoft shares fell 5% despite strong Q3 earnings due to concerns over a $190 billion AI capital expenditure pledge for 2026.
Retirement
fromEntrepreneur
2 weeks ago

For the First Time, Microsoft Is Offering Voluntary Retirement to 7% of Its Workforce - Here's Why

Microsoft is offering early retirement to 7% of its US workforce as it invests heavily in AI infrastructure.
Artificial intelligence
fromComputerworld
2 weeks ago

Microsoft to offer voluntary retirement buyouts to about 7% of the US workforce

Microsoft is offering voluntary retirement buyouts to 8,750 employees as part of its first program of this kind in response to AI investment pressures.
Retirement
fromTNW | Future-Of-Work
2 weeks ago

Microsoft's first voluntary retirement offer is a buyout dressed as a benefit

Microsoft is offering voluntary retirement to 7% of its US workforce, targeting senior directors and below, amid significant layoffs and a hiring freeze.
fromTechCrunch
1 day ago

Anthropic warns investors against secondary platforms offering access to its shares | TechCrunch

Any sale or transfer of Anthropic stock, or any interest in Anthropic stock, offered by these firms is void and will not be recognized on our books and records.
Venture
Tech industry
fromThe Motley Fool
1 day ago

Alphabet vs. Microsoft: What Recent Revenue Trends Reveal | The Motley Fool

Alphabet and Microsoft show strong year-over-year revenue growth driven by AI investment and major platform advantages.
Artificial intelligence
fromMarTech
1 day ago

CMOs are buying AI that their organization isn't ready for | MarTech

CMOs invest heavily in AI, but most marketing organizations lack mature AI readiness capabilities to scale AI into measurable business processes.
Artificial intelligence
fromEntrepreneur
2 days ago

This $2 Billion Company Cut Employee 401(k) Benefits to Pay for AI. It Won't Be the Last.

TTEC suspended its 401(k) employer match through 2026 to fund AI certifications, tools, training, and automation, with possible resumption in 2027.
Venture
fromTNW | Nvidia
3 days ago

NVIDIA tops $40bn in AI equity bets in 2026

NVIDIA is making large AI equity investments, often via warrants and structured commitments, to ensure GPU-based compute capacity is built around its hardware.
Marketing tech
fromThe Motley Fool
5 days ago

Why Are Some Investors Excited About Meta Platforms After Its Q1 Earnings? | The Motley Fool

Meta’s 33% revenue growth reflects AI-driven improvements in ad performance and engagement, enabling value extraction from existing users rather than relying on user growth.
fromtheregister
1 week ago

Arctic Wolf kicks 250 employees out of the pack to save money for AI

"We recently made an organizational restructuring to better align the company's structure and investments with our long‑term strategy. While these decisions are difficult, they position Arctic Wolf to operate more efficiently, continue investing in our Superintelligence platform and Agentic SOC, and deliver strong value to customers."
Tech industry
#openai
Artificial intelligence
fromTechzine Global
2 weeks ago

OpenAI is underperforming relative to its own expectations

OpenAI faces pressure due to unmet user growth and revenue targets, raising concerns about financial sustainability and future infrastructure investments.
Artificial intelligence
fromTechzine Global
2 weeks ago

OpenAI is underperforming relative to its own expectations

OpenAI faces pressure due to unmet user growth and revenue targets, raising concerns about financial sustainability and future infrastructure investments.
#amazon
Business
from24/7 Wall St.
1 week ago

Amazon's Free Cash Flow Just Collapsed From $26 Billion to $1.2 Billion. The Market Barely Blinked.

Investors are accepting negative free cash flow due to strong operating cash flow and significant infrastructure investments in AI and technology.
fromFortune
1 week ago
Tech industry

Amazon's cloud sales are growing the most in 15 quarters. Investors sent the stock down on AI capex fears | Fortune

Business
from24/7 Wall St.
1 week ago

Amazon's Free Cash Flow Just Collapsed From $26 Billion to $1.2 Billion. The Market Barely Blinked.

Investors are accepting negative free cash flow due to strong operating cash flow and significant infrastructure investments in AI and technology.
Tech industry
fromFortune
1 week ago

Amazon's cloud sales are growing the most in 15 quarters. Investors sent the stock down on AI capex fears | Fortune

Amazon reported strong profit and sales growth in Q1, driven by a 28% increase in its cloud computing unit.
Artificial intelligence
fromArs Technica
3 weeks ago

Anthropic gets $5B investment from Amazon, will use it to buy Amazon chips

Amazon invests an additional $5 billion in Anthropic, raising total investment to $13 billion, to support Claude AI models with more computing resources.
Artificial intelligence
fromnews.bitcoin.com
3 weeks ago

Amazon Invests $5 Billion More in Anthropic, Secures 10-Year AWS Deal Worth $100 Billion

Amazon invested $5 billion in Anthropic, raising total investment to $13 billion, with a $100 billion commitment to AWS over 10 years for Claude model training.
Artificial intelligence
fromEngadget
3 weeks ago

Amazon will invest up to $25 billion in Anthropic in a broad deal

Amazon invests $5 billion in Anthropic, with potential for $20 billion more, while Anthropic commits to $100 billion in AWS technologies over the next decade.
European startups
fromTNW | Google
1 week ago

Three months after raising $30bn, Alphabet taps the euro market again

Alphabet is expanding its corporate borrowing program with a new six-tranche euro-denominated debt offering, following a previous $30bn raise.
Venture
fromwww.businessinsider.com
1 week ago

From 'brutal competitors' to collaborators: Investing giants are cozying up to rivals to fund AI and infrastructure

Investment in AI and its infrastructure is driving collaboration among major financial players, highlighting a shift from competition to partnership.
London startup
fromTechRepublic
1 week ago

UK Government Announces Plans to Grow National AI Infrastructure

The UK Government is investing in AI hardware infrastructure and establishing international standards for AI deployment.
Tech industry
fromYahoo News
1 week ago

What Silicon Valley layoffs hide about the future of the job market

Tech giants are cutting jobs while investing heavily in AI, raising questions about efficiency and future workforce needs.
Venture
fromTNW | Investors-Funding
1 week ago

Blackstone wants $1.75bn for the first AI-era data-centre REIT

Blackstone Digital Infrastructure Trust will list on the NYSE as BXDC, providing direct investment access to newly built data centers leased to hyperscalers.
fromwww.theguardian.com
1 week ago

Key Starmer adviser held 16 undisclosed meetings with top US tech bosses

Varun Chandra discussed regulatory changes, AI and Donald Trump's second administration with tech corporations during confidential meetings between October 2024 and October 2025.
UK politics
Venture
fromwww.businessinsider.com
1 week ago

Warren Buffett's exit as CEO doesn't mean Berkshire is going all in on AI, Greg Abel says

Warren Buffett and Greg Abel prioritize cautious investment in AI, focusing on genuine value rather than following trends.
Business intelligence
fromZDNET
1 week ago

Moving from AI pilots to business-wide value requires a superhighway - how to ramp up

Companies must invest in quality data and shared workflows to scale agentic AI and achieve business-wide value.
#meta
Tech industry
from24/7 Wall St.
1 week ago

Meta's $135 Billion AI Budget Could Buy Ford, GM and Chrysler Combined

Meta's AI spending is projected at $135 billion, underpinned by record profitability and significant revenue growth.
Tech industry
fromTechCrunch
2 weeks ago

Meta is still burning money on AR/VR | TechCrunch

Meta has lost $83.5 billion on Reality Labs over 21 quarters, averaging $4 billion in losses each quarter.
Tech industry
fromTNW | Future-Of-Work
2 weeks ago

Meta cuts 8,000 jobs and cancels 6,000 open roles as $135B AI spending reshapes the company from the inside

Meta is laying off 8,000 employees and cancelling 6,000 open roles to focus on AI investments.
Remote teams
fromwww.businessinsider.com
2 weeks ago

Meta is laying off 10% of its entire staff next month. Read the full memo it just sent.

Meta plans to lay off about 10% of its workforce, affecting approximately 7,800 employees, to run the company more efficiently.
Artificial intelligence
fromFortune
1 week ago

Half of Google's and Amazon's 'blowout AI profits' came from a stake in Anthropic-not from their actual business | Fortune

U.S. tech companies are investing heavily in AI, with $130.65 billion in capital expenditures in Q1 2026, significantly impacting profits.
Venture
from24/7 Wall St.
1 week ago

$1 Trillion in AI Capex Is Coming. Here Are 5 Stocks That Will Feast on the Buildout

Hyperscalers are on track to spend over $1 trillion on capex annually, driven by AI demand and significant revenue growth from major tech companies.
#venture-capital
Venture
fromComputerworld
1 week ago

AI venture funding to shoot up this year as bubble looms

Investment velocity for AI in 2026 is fast, with venture capitalists eager to capitalize on potential opportunities.
Venture
fromTNW | Investors-Funding
1 month ago

Air Street Capital's $232m fund is now Europe's biggest solo GP raise

Air Street Capital's third fund at $232 million signifies a shift in European venture capital towards solo general partners.
Venture
fromComputerworld
1 week ago

AI venture funding to shoot up this year as bubble looms

Investment velocity for AI in 2026 is fast, with venture capitalists eager to capitalize on potential opportunities.
Venture
fromTNW | Investors-Funding
1 month ago

Air Street Capital's $232m fund is now Europe's biggest solo GP raise

Air Street Capital's third fund at $232 million signifies a shift in European venture capital towards solo general partners.
#big-tech
Business
fromFortune
1 week ago

The $665 billion question: Will Big Tech's AI gamble pay off? | Fortune

Big Tech plans to invest $665 billion in AI this year, significantly increasing from previous spending levels.
fromwww.businessinsider.com
1 month ago
Business

5 of tech's biggest names have together seen nearly $200 billion wiped off their fortunes this year as AI fever cools

Five Big Tech leaders have lost nearly $200 billion in net worth due to declining stock prices and geopolitical tensions.
Business
fromFortune
1 week ago

The $665 billion question: Will Big Tech's AI gamble pay off? | Fortune

Big Tech plans to invest $665 billion in AI this year, significantly increasing from previous spending levels.
Business
fromwww.businessinsider.com
1 month ago

5 of tech's biggest names have together seen nearly $200 billion wiped off their fortunes this year as AI fever cools

Five Big Tech leaders have lost nearly $200 billion in net worth due to declining stock prices and geopolitical tensions.
Tech industry
fromTNW | Finance
1 week ago

Q1 2026 Big Tech earnings: $650 billion in AI capex and compute constraints

Google Cloud and AWS reported significant growth, while Meta's capex increase led to a drop in shares amid concerns over AI investment returns.
Venture
fromwww.businessinsider.com
1 week ago

Anthropic investors are being swarmed by desperate buyers. Some are getting very creative.

Investors are aggressively pursuing shares in Anthropic due to its rapid growth and demand for its AI technology.
#tencent
European startups
fromInfoWorld
2 weeks ago

Former OpenAI research scientist launches new AI model for Tencent

Tencent has updated its Hunyuan AI model, enhancing capabilities in reasoning and coding, while increasing its AI investment to over $5 billion this year.
European startups
fromComputerworld
2 weeks ago

Former OpenAI research scientist launches new AI model for Tencent

Tencent has updated its Hunyuan AI model, enhancing capabilities in reasoning and coding, while increasing its AI investment to over $5 billion this year.
European startups
fromInfoWorld
2 weeks ago

Former OpenAI research scientist launches new AI model for Tencent

Tencent has updated its Hunyuan AI model, enhancing capabilities in reasoning and coding, while increasing its AI investment to over $5 billion this year.
European startups
fromComputerworld
2 weeks ago

Former OpenAI research scientist launches new AI model for Tencent

Tencent has updated its Hunyuan AI model, enhancing capabilities in reasoning and coding, while increasing its AI investment to over $5 billion this year.
#google
#tech-layoffs
Tech industry
fromFortune
2 weeks ago

More than 90,000 tech workers have been laid off this year. But here's why companies like Microsoft are offering voluntary buyouts instead | Fortune

Tech companies are laying off employees while investing heavily in AI, with Microsoft offering voluntary buyouts to reduce workforce without traditional layoffs.
Tech industry
fromIntelligencer
2 weeks ago

The Downgrading of the American Tech Worker

Tech layoffs are widespread as companies shift focus to AI, raising concerns about job security and efficiency for remaining employees.
Tech industry
fromFortune
2 weeks ago

More than 90,000 tech workers have been laid off this year. But here's why companies like Microsoft are offering voluntary buyouts instead | Fortune

Tech companies are laying off employees while investing heavily in AI, with Microsoft offering voluntary buyouts to reduce workforce without traditional layoffs.
Tech industry
fromIntelligencer
2 weeks ago

The Downgrading of the American Tech Worker

Tech layoffs are widespread as companies shift focus to AI, raising concerns about job security and efficiency for remaining employees.
#workforce-reduction
Tech industry
fromTNW | Meta
2 weeks ago

Meta cuts 8,000 jobs and Microsoft offers first-ever buyouts as Big Tech converts payroll into AI capital expenditure

Meta and Microsoft are cutting 23,000 jobs combined to invest in AI infrastructure, not due to financial distress.
Tech industry
fromTNW | Meta
2 weeks ago

Meta cuts 8,000 jobs and Microsoft offers first-ever buyouts as Big Tech converts payroll into AI capital expenditure

Meta and Microsoft are cutting 23,000 jobs combined to invest in AI infrastructure, not due to financial distress.
European startups
fromFortune
3 weeks ago

'They're sweating': Why Japanese giants are pouring money into Silicon Valley startups | Fortune

Japanese companies are increasing investments in AI to avoid falling behind global competitors.
Artificial intelligence
fromTNW | China
3 weeks ago

Stanford AI Index 2026: China narrows US lead to 2.7% while spending 23x less on AI investment

The performance gap between American and Chinese AI models has narrowed to 2.7%, despite the US investing significantly more in AI.
Venture
fromTNW | Investors-Funding
3 weeks ago

Sequoia raises $7 billion for its biggest-ever late-stage fund

Sequoia Capital has raised $7 billion for its expansion strategy fund, reflecting a significant shift in late-stage venture investing due to AI.
London startup
fromwww.theguardian.com
3 weeks ago

Liz Kendall urges UK public to embrace AI as government makes first 500m fund investment

The UK government is investing in AI to create jobs and address global challenges despite concerns about job disruption and cybersecurity risks.
Business
from24/7 Wall St.
4 weeks ago

AI + Yield: The Dividend Growth Stock That's Flying Under the Radar

Investors seeking dividends in AI should consider International Business Machines and Qualcomm for potential yields and capital appreciation.
Europe news
fromFortune
4 weeks ago

With global oil supplies weeks away from systemic shortages, Trump teases an end to the war | Fortune

Oil prices dropped to $95 per barrel despite the closure of the Strait of Hormuz, as traders anticipate a quick resolution to the conflict.
#nvidia
Venture
from24/7 Wall St.
1 month ago

NVIDIA Just Made Another Big Bet-Are You Still Paying Attention?

Nvidia invested $2 billion in Marvell Technology, continuing its trend of significant investments in the AI sector.
Venture
from24/7 Wall St.
1 month ago

NVIDIA Just Made Another Big Bet-Are You Still Paying Attention?

Nvidia invested $2 billion in Marvell Technology, continuing its trend of significant investments in the AI sector.
Business
fromFortune
1 month ago

So... What Are We Doing With AI?' Innovating in an Age of Caution | Fortune

CEOs face pressure to demonstrate AI investment results while balancing short-term performance and innovation risks.
Venture
fromTechCrunch
1 month ago

The AI gold rush is pulling private wealth into riskier, earlier bets | TechCrunch

Family offices are increasingly investing directly in AI startups, bypassing traditional venture capital due to the urgency of the AI boom.
Venture
from24/7 Wall St.
1 month ago

Wealth Manager: "Hard to See a World Where You're Not Investing in AI" Buy These Dips Now

Investing in AI is essential for long-term growth, with major companies significantly increasing their capital expenditures and revenues.
Toronto startup
from24/7 Wall St.
1 month ago

Bloomberg: Tesla's AI dreams don't change reality, cars still pay the bills

Tesla's Q1 2026 vehicle deliveries fell short of expectations, highlighting challenges in the automotive sector despite excitement over future technologies.
Media industry
fromwww.morningstar.com
1 month ago

Communication Services: Alphabet and Meta's Moats Remain Despite Escalating AI Investments

Alphabet and Meta maintain strong positions despite AI investment risks, with ad revenue growth expected to continue due to improved targeting and user engagement.
Business
from24/7 Wall St.
1 month ago

Micron Just Hit a Ceiling. Here's the Most Likely Path From Here

Micron's impressive quarterly earnings led to a stock reversal, highlighting the challenges of maintaining investor enthusiasm in a high-expectation market.
#job-cuts
fromIndependent
1 month ago
European startups

HubSpot invests 40m in Dublin to build AI ahead of 'SaaS-pocalypse'

HubSpot plans to invest €40m in AI to enhance product development amid industry job cuts due to AI advancements.
European startups
fromIndependent
1 month ago

HubSpot invests 40m in Dublin to build AI ahead of 'SaaS-pocalypse'

HubSpot plans to invest €40m in AI to enhance product development amid industry job cuts due to AI advancements.
Marketing tech
fromExchangewire
1 month ago

Singapore's AI Investment: What Does Marketing Stand to Gain?

Singapore's strategic investment in AI positions it as a leader in the technology sector, transforming economic calculations for businesses.
European startups
fromAxios
1 month ago

Global trade grew in 2025 despite Trump tariffs, two reports show

China is shifting exports from the U.S. to Europe and emerging markets amid a surge in AI-related imports.
Venture
fromTechCrunch
1 month ago

Jeff Bezos reportedly wants $100 billion to buy and transform old manufacturing firms with AI | TechCrunch

Jeff Bezos seeks $100 billion to acquire and automate industrial companies using AI technology through Project Prometheus.
UK politics
fromwww.independent.co.uk
1 month ago

Reeves tells AI entrepreneurs to come to the UK' as she unveils new institute

The UK Chancellor announced a £500 million fund and new AI economics institute to attract entrepreneurs and position Britain as a leader in artificial intelligence development within the G7.
UK politics
fromBusiness Matters
1 month ago

Rachel Reeves unveils 2bn AI push to make UK fastest adopter in G7

The UK government is investing £2 billion to accelerate AI adoption across sectors, positioning Britain as the fastest G7 adopter to drive economic growth and global competitiveness.
#meta-layoffs
Artificial intelligence
fromThe Verge
1 month ago

Meta is reportedly laying off up to 20 percent of its staff

Meta plans to lay off approximately 20 percent of its workforce to offset massive spending on AI infrastructure and data centers.
Artificial intelligence
fromThe Verge
1 month ago

Meta is reportedly laying off up to 20 percent of its staff

Meta plans to lay off approximately 20 percent of its workforce to offset massive spending on AI infrastructure and data centers.
Business
from24/7 Wall St.
2 months ago

What If You Had Invested $1,000 in Oracle or Salesforce 10 Years Ago?

Oracle's pivot to AI cloud infrastructure generated superior returns over a decade, while Salesforce's aggressive expansion and valuation correction have underperformed the S&P 500 despite AI platform gains.
Healthcare
fromTNW | Startups-Technology
2 months ago

French insurtech Alan hits 5B valuation

Alan, France's first independent health insurer in 30 years, raised €100M at €5B valuation and achieved operational profitability in France while expanding to one million members across four countries.
Marketing
fromThedrum
2 months ago

'Bullish' marketing industry plans to boost spending power in 2024, new data shows

Over 70% of UK marketing leaders plan to increase digital budgets in 2024, with significant spending growth directed toward AI, websites, SEO, and content marketing.
Artificial intelligence
fromFuturism
2 months ago

Amazon Staffers Learning Hard Lesson as Company Cuts Robotics Jobs

Amazon is cutting jobs in its robotics division while increasing capital expenditures for AI data centers, indicating cost reduction from pandemic-era overhiring rather than an AI-driven pivot.
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