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SoftBank Books $3.6 Billion Profit On Arm, ByteDance Gains While AI Bets Face Trade Policy Hurdles
May 13, 2025
SoftBank reports 10.2% growth in net sales, driven by Arm Holdings' 38.3% rise. Vision Fund investments turn a profit, plans $100B AI infrastructure venture.
Via
Benzinga
Topics
Artificial Intelligence
Exposures
Artificial Intelligence
'AI Is Eating Search' Google Rival Perplexity CEO Arvind Srinivas Says As Dan Nile Predicts 'Agents' To Take Future Share Amid Alphabet, Apple Stock Fall
May 08, 2025
Market giants Alphabet Inc. and Apple Inc. saw their stocks tumble Wednesday after reports suggested Apple may be reconsidering its lucrative search partnership with Google, with artificial...
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Benzinga
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Artificial Intelligence
Exposures
Artificial Intelligence
Jeff Bezos-Backed Perplexity AI Outperforms Apple's Siri And ChatGPT In iOS Voice Assistant Comparison, CEO Aravind Srinivas Says
May 07, 2025
A recent comparison of iOS voice assistants suggests Perplexity AI may be gaining ground against established competitors, according to the startup's CEO, as the race to dominate the AI assistant market...
Via
Benzinga
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Artificial Intelligence
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Artificial Intelligence
OpenAI To Slash Microsoft Revenue Share By 2030: Report
May 07, 2025
OpenAI plans to cut Microsoft's revenue share from 20% to 10% by 2030, signaling a major shift in their high-profile AI partnership.
Via
Benzinga
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Artificial Intelligence
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Artificial Intelligence
Microsoft-Backed OpenAI To Snap Windsurf For $3 Billion To Strengthen AI Coding Power: Report
May 06, 2025
OpenAI to buy Windsurf for $3 billion, could help MSFT-backed OpenAI compete in AI-driven coding market. Stays nonprofit after investor concerns.
Via
Benzinga
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Artificial Intelligence
Exposures
Artificial Intelligence
OpenAI Reverses Course As Sam Altman Says Nonprofit Will Remain In Control Amid Elon Musk's Lawsuit And Investor Pushback
May 06, 2025
OpenAI, led by Sam Altman, has decided to retain nonprofit control over its for-profit operations, scaling back its transition to a public benefit corporation amid legal pressure and investor demands.
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Peter Lynch Once Revealed Existence Of A One Liner So Loved By Warren Buffett That The Oracle Of Omaha Called Him To Borrow It: 'The One Line He Picked...Has Been The Greatest Mistake'
April 30, 2025
Peter Lynch, former manager of the Fidelity Magellan Fund and one of the most respected investors of the 20th century, once confessed that his greatest investing error was selling successful stocks too...
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Benzinga
'Godfather Of AI' Geoffrey Hinton Backs Elon Musk In Fight Against OpenAI's Restructuring: 'I'd Like To Stop Them From Completely Gutting It'
April 29, 2025
AI pioneer Geoffrey Hinton has joined critics urging regulators to block OpenAI's restructuring, warning it could undermine the company's original mission to develop AGI for the public good.
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Benzinga
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Artificial Intelligence
Exposures
Artificial Intelligence
OpenAI Supercharges ChatGPT With Smart Shopping Tool—No Ads, No Commissions
April 29, 2025
OpenAI launched an ad-free shopping search feature within ChatGPT, offering users curated product suggestions to challenge Google's dominance in search and expand its AI-powered services.
Via
Benzinga
Sam Altman Admits ChatGPT New Upgrade Made It Too Sycophantic And Annoying: OpenAI CEO Says 'Working On Fixes ASAP'
April 27, 2025
OpenAI CEO Sam Altman admitted recent GPT-4o updates made the AI "too sycophant-y and annoying," promising fixes this week and hinting at future personality customization options.
Via
Benzinga
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Artificial Intelligence
Exposures
Artificial Intelligence
Nvidia's Jensen Huang Meets Japanese PM To Discuss AI's Growing Energy Needs
April 21, 2025
Japan's AI ambitions discussed with Nvidia CEO Huang and PM Ishiba. Japan investing in advanced semiconductor tech with Softbank, TSMC, and ASML.
Via
Benzinga
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Artificial Intelligence
Exposures
Artificial Intelligence
Facing Heat From China's DeepSeek And US Rivals, OpenAI CEO Sam Altman Launches Codex CLI: 'A Coding Agent That Runs On Your Computer'
April 18, 2025
OpenAI launched its new open-source coding agent, Codex CLI, alongside its advanced AI models o3 and o4-mini, as part of a strategic push to remain competitive amid rising pressure from rivals like...
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Benzinga
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Artificial Intelligence
Exposures
Artificial Intelligence
OpenAI And SoftBank's Stargate Considers Major UK Investment To Fuel AI Growth
April 17, 2025
Stargate considers investing in UK for global AI infrastructure. UK gov't plans to boost AI industry, OpenAI and SoftBank raise $100B for projects.
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Benzinga
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Artificial Intelligence
Exposures
Artificial Intelligence
Former OpenAI CTO Mira Murati Targets Record-Breaking $2 Billion Seed Round For New AI Startup
April 11, 2025
Mira Murati is reportedly seeking a record-breaking $2 billion seed round for her new AI startup, Thinking Machines.
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Benzinga
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Artificial Intelligence
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Artificial Intelligence
Nvidia-Backed Recursion Pharma Soars After-Hours As FDA Eyes AI Over Animal Testing For Drugs: Retail Traders Elated
April 10, 2025
Recursion is a clinical-stage biotech firm using AI, machine learning, and automation to accelerate drug discovery.
Via
Stocktwits
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Animal Testing
Artificial Intelligence
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Animal Testing
Artificial Intelligence
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Elon Musk Sued By Sam Altman-Led OpenAI Over 'Harassing' Tactics: ChatGPT Maker Alleges Tesla CEO 'Tried Every Tool' Available To Cause Harm
April 09, 2025
OpenAI has countersued Elon Musk, accusing him of using harassment tactics and an unsolicited bid to disrupt its transition to a for-profit model, which is crucial for its $40 billion funding round.
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Benzinga
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OpenAI Eyes $500 Million Deal To Acquire Jony Ive And Sam Altman's AI Hardware Startup: Report
April 08, 2025
OpenAI is reportedly in talks to acquire the AI hardware startup io Products, co-founded by Jony Ive and Sam Altman, in a deal worth around $500 million.
Via
Benzinga
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Artificial Intelligence
Exposures
Artificial Intelligence
Microsoft Halts Data Center Expansions Due To Semiconductor Tariff Concerns, AI Overcapacity Fears
April 04, 2025
Microsoft has paused data center development and negotiations in multiple locations, citing tariff announcements and concerns of AI computing overcapacity
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Benzinga
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World Trade
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Trump's Reciprocal Tariffs Threaten To Derail Big Tech's Billion-Dollar AI Infrastructure Plans, Analyst Singles Out This OpenAI-Linked Project As Likely To Get Hit
April 04, 2025
President Donald Trump's new reciprocal tariffs on tech imports are threatening to disrupt Big Tech's multi-billion-dollar AI infrastructure projects, including the $500 billion Stargate initiative, by...
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Benzinga
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World Trade
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Chip Equipment Maker ASML To Boost Japan Workforce 5x Amid Global Race For Advanced Semiconductor Tech
April 03, 2025
ASML to quintuple Japan-based maintenance staff for machines, as Japan boosts its semiconductor technology position through investments and expansions.
Via
Benzinga
Chip Giants Arm, Qualcomm Target Alphawave To Capture AI Success Like Broadcom
April 02, 2025
British chip designer Arm Holdings explored acquiring semiconductor IP supplier Alphawave, but backed out due to discussions with SoftBank and Qualcomm. Arm expects 50% data center CPU market share by...
Via
Benzinga
Topics
Artificial Intelligence
Supply Chain
Exposures
Artificial Intelligence
Supply Chain
SoftBank Weighs $16.5 Billion Loan That Could Back OpenAI's $40 Billion Raise: Report
April 01, 2025
SoftBank considers $16.5B loan for US AI ambitions, may help lead $40B funding round in OpenAI, valuing it at $300B. Japan's AI project also continues.
Via
Benzinga
Topics
Artificial Intelligence
Exposures
Artificial Intelligence
OpenAI Finalizes $40 Billion Funding Round, Valuing Company At $300 Billion With Backing From SoftBank And Microsoft
April 01, 2025
OpenAI has secured a $40 billion funding round, raising its valuation to $300 billion, with major investments from SoftBank, Microsoft.
Via
Benzinga
Sam Altman-Led OpenAI Releases Open-Weight AI Model With Reasoning Capabilities As DeepSeek And Meta Taste Success
March 31, 2025
OpenAI CEO Sam Altman announced the release of a new open-weight language model with reasoning capabilities, set to be the first since GPT-2, offering developers the ability to fine-tune the model for...
Via
Benzinga
Topics
Artificial Intelligence
Exposures
Artificial Intelligence
Arm Aims for 50% Data Center CPU Market Share by 2025, Challenging Intel and AMD
March 31, 2025
Arm Holdings expects data center CPU market share to reach 50% by 2025, with its energy-efficient technology appealing to cloud companies and boosting revenue.
Via
Benzinga
Nvidia-Backed Scale AI Reportedly Eyes $25 Billion Valuation In Tender Offer Amid Explosive Demand For Labeled Data And Machine Learning Tools
March 29, 2025
Scale AI, backed by tech giants like Nvidia, Amazon, and Meta, is reportedly targeting a $25 billion valuation in a new tender offer, nearly doubling its previous valuation as demand for labeled data...
Via
Benzinga
Topics
Artificial Intelligence
Exposures
Artificial Intelligence
SoftBank Looks At Investing $1 Trillion For US AI Push With Robot-Run Industrial Parks
March 28, 2025
SoftBank plans to invest over $1 trillion in AI industrial parks in the US, with CEO Masayoshi Son discussing the idea with OpenAI and Oracle.
Via
Benzinga
Topics
Artificial Intelligence
Exposures
Artificial Intelligence
Microsoft Plans Proprietary AI To Power Business Software And Reduce OpenAI Dependence: Report
March 27, 2025
Microsoft exploring development of own high-performance AI platform to complement OpenAI and add value to its business software.
Via
Benzinga
Topics
Artificial Intelligence
Exposures
Artificial Intelligence
SoftBank May Want To Outdo Microsoft With $40 Billion Investment in OpenAI's Latest Funding Round
March 27, 2025
ChatGPT parent OpenAI finalizing $40 billion funding round led by SoftBank Group Corp with Magnetar Capital, Coatue Management, Founders Fund, and Altimeter Capital Management as investors, valuing the...
Via
Benzinga
Google's Ad Dominance Faces Challenge As Perplexity Introduces Answer Modes, Aravind Srinivas Advocates 'Native Transactions'
March 26, 2025
Perplexity is intensifying competition in the artificial intelligence search market, challenging Alphabet Inc.'s dominance. Perplexity CEO Aravind Srinivas stated on X Tuesday that "Native transactions...
Via
Benzinga
Topics
Artificial Intelligence
Exposures
Artificial Intelligence
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