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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
Topics
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...
Via
Benzinga
Topics
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.
Via
Benzinga
Topics
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.
Via
Benzinga
Topics
Artificial Intelligence
Exposures
Artificial Intelligence
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.
Via
Benzinga
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Exposures
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Earnings, Acquisitions, Partnerships, Tariffs... A Lot for Investors to Think About
April 09, 2025
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World Trade
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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
Topics
Artificial Intelligence
Exposures
Artificial Intelligence
Consumer Tech News (Mar 31-Apr 4): China Plans Retaliation Against Trump's Tariffs Change, Meta To Release $1,000 Version Of Its Smart Glasses & More
April 06, 2025
White House to discuss future of TikTok before April 5 deadline; China retaliates against Trump's tariffs; Ford extends employee pricing; Apple releases new updates with emojis and features; YouTube...
Via
Benzinga
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Government
Exposures
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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
Via
Benzinga
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Artificial Intelligence
World Trade
Exposures
Artificial Intelligence
Tariff
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...
Via
Benzinga
Topics
Artificial Intelligence
Government
World Trade
Exposures
Artificial Intelligence
Political
Tariff
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
OpenAI Says It's Making ChatGPT Voice Assistant Sound More Like A Human And It Won't Interrupt As Much
March 24, 2025
OpenAI has upgraded ChatGPT's voice assistant to sound more human and interrupt users less, aiming to outpace competitors like Amazon's Alexa and viral AI startup Sesame in the rapidly evolving voice...
Via
Benzinga
Topics
Artificial Intelligence
Exposures
Artificial Intelligence
Jeff Bezos And Nvidia-Backed Perplexity AI Eyes $18 Billion Valuation In New Funding Round — Doubling In Just 4 Months
March 21, 2025
Perplexity AI, backed by Jeff Bezos and Nvidia, is reportedly raising up to $1 billion at an $18 billion valuation.
Via
Benzinga
Topics
Artificial Intelligence
Exposures
Artificial Intelligence
Masayoshi Son's SoftBank Buys Oracle-Backed Ampere For $6.5 Billion To Boost US AI Push
March 19, 2025
SoftBank has acquired Oracle-backed Ampere for $6.5 billion to strengthen its AI infrastructure strategy in the U.S., marking a major step in its broader push into Arm-based computing and large-scale...
Via
Benzinga
Topics
Artificial Intelligence
Exposures
Artificial Intelligence
SoftBank Unveils AI Model To Streamline Telecom Operations
March 19, 2025
SoftBank partnered with Nvidia Corp. The agreement was essential in enhancing the Large Telecom Model's performance.
Via
Benzinga
Topics
Artificial Intelligence
Exposures
Artificial Intelligence
Softbank's AI Data Center, Block's AI Boost, Altman's Warning, Nvidia's Valuation Drop, And Apple's Fumble: This Week In Artificial Intelligence
March 16, 2025
Tech world saw major AI developments this weekend- SoftBank's $676M data center, Block's NVIDIA implementation, Altman's warning, and Apple's AI race struggle.
Via
Benzinga
Topics
Artificial Intelligence
Exposures
Artificial Intelligence
SoftBank To Build $676 Million AI Data Center In Japan, Linked To OpenAI Partnership
March 14, 2025
SoftBank announced a deal with Sharp to acquire assets for 100 billion yen to build a large-scale AI data center, aiming to become largest investor in OpenAI.
Via
Benzinga
Topics
Artificial Intelligence
Exposures
Artificial Intelligence
Nvidia Powers OpenAI And Oracle's $100 Billion Stargate Infrastructure, First AI Data Center Set To Launch in Texas
March 07, 2025
Nvidia adds Stargate as customer, plans to fill Texas data center with 64K AI chips by 2026. OpenAI, Oracle to use Nvidia chips in 10 data halls.
Via
Benzinga
Topics
Artificial Intelligence
Exposures
Artificial Intelligence
ChatGPT Parent OpenAI's Specialized AI Agents Could Cost Up To $20 Thousand Per Month: report
March 06, 2025
OpenAI plans to charge up to $20,000 monthly for AI agents tailored for various tasks. SoftBank committed $3B in investment. MSFT stock is down 1.52%.
Via
Benzinga
Topics
Artificial Intelligence
Exposures
Artificial Intelligence
Microsoft Dodges UK Competition Crackdown Over OpenAI Deal, Watchdog Director Says Partnership Doesn't Get 'A Clean Bill Of Health'
March 05, 2025
Microsoft's $13 billion investment in OpenAI has escaped a formal merger investigation by the U.K.'s Competition and Markets Authority (CMA), but regulators warn that the partnership still raises...
Via
Benzinga
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