AI business and funding news
Stories 361 to 420 of 666, from 27 September 2026 to 5 October 2026, newest first. The latest are on the first page →
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NVIDIA hits $5.72 trillion market cap as interest rates rise despite weak jobs data
U.S. stocks diverged last week: the Nasdaq and NVIDIA reached record highs while the Dow and small caps fell. NVIDIA briefly touched $237.87, pushing its market capitalization to $5.72 trillion. The September jobs…
1 sourcenote.com -
Anthropic invests $100 million to train 10,000 engineers by end of 2027
Anthropic launched the Claude Frontier Academy on October 2, 2026, backed by a $100 million commitment to train 10,000 Frontier Deployed Engineers by the end of 2027. The program’s first cohort includes engineers from…
15 sources primary sourcenote.comthedailystar.netCNBC TechnologyUnite.AI +7 more -
AMD warrants for OpenAI and Meta may dilute shares by 16%
AMD granted warrants to OpenAI and Meta for up to 320 million shares at $0.01 each, tied to the delivery of 12 gigawatts of AI chips. With AMD stock recently closing above the $600 threshold, these warrants are now…
1 sourcefool.com -
BNP Paribas raises Nvidia target to $345, sees up to 47% upside
BNP Paribas has kept an Outperform rating on Nvidia and lifted its target price to $345 from $285, citing the company’s full‑stack platform as a key advantage. The brokerage notes that Nvidia’s upcoming Vera Rubin…
1 sourceeconomictimes.indiatimes.com -
Vanguard tech ETF provides low-cost exposure to AI chip makers
The Vanguard Information Technology ETF (VGT) is heavily weighted toward semiconductor companies, with semiconductors, materials, and equipment making up 42% of the fund and six of its ten largest holdings—Nvidia,…
1 sourcefool.com -
Huawei agrees multi-year patent licence deal with Qualcomm
On Monday, Huawei Technologies announced a multi‑year patent licence agreement with Qualcomm. The deal covers intellectual property in AI, 5G, computing and networking technologies. It marks Huawei’s first 5G licensing…
2 sourcesUnite.AIreuters.com -
Cerebras stock falls nearly 20% after Nvidia to power OpenAI model
Cerebras Systems shares dropped almost 20% this week, hitting their lowest price since the May IPO, after a report that Nvidia will supply GPUs for OpenAI's new GPT-6.1 Sol model. The decline follows the expiration of…
3 sourcesCNBC Technologyfinance.yahoo.com -
China's gray market resells Claude tokens via USDT-funded cards and proxies
In Beijing's Haidian District, a hub for universities and tech firms, a gray market has emerged that trades access to Claude AI accounts. The market operates through a network of token resellers who accumulate multiple…
1 sourcetheinformation.com -
Microsoft's $7.5B GitHub acquisition seen as AI-era strategic move
Microsoft bought GitHub in 2018 for roughly $7.5 billion, pledging to keep the platform open and developer‑first. The article argues that the deal was less about reconciling with the open‑source community and more…
1 sourcenote.com -
Microsoft AI CEO predicts $100B frontier model training runs in coming years
Microsoft AI CEO Mustafa Suleyman forecast in late September 2026 that a single frontier AI training run could soon cost many tens of billions, possibly $100 billion, within the next two years. He estimates only five…
1 sourcecryptobriefing.com -
AI investors watch Applied Digital earnings, Microsoft event, SF Tech Week
After Micron's strong earnings last week highlighted continued AI-driven semiconductor demand, investors are turning to Applied Digital's fiscal Q1 2027 results on Wednesday. Analysts expect the AI data center…
1 sourcefinance.yahoo.com -
Chinese AI labs close gap with OpenAI and Anthropic, report says
A Bloomberg Markets report indicates that Chinese AI laboratories are narrowing the performance gap with U.S. leaders like OpenAI and Anthropic. The report notes that recent evaluations show Chinese models,…
1 sourcecryptobriefing.com -
Stability AI raises $76M from music labels to build audio tools
Sean Parker, co-founder of Napster, is leading Stability AI's pivot from image generation to music production. Two years after joining an $80 million rescue effort following the company's near-collapse and the ouster…
2 sourcestheinformation.comTechCrunch AI -
Anthropic IPO filing warns US government actions could hurt business
Anthropic’s IPO prospectus, reviewed by Reuters, warns that U.S. government actions could negatively impact its commercial relationships and reputation, not just its federal contracts. The filing cites specific…
2 sourcesindiatoday.infinance.yahoo.com -
Anthropic reports $42B net loss and $518B AI spending plan in IPO filing
Anthropic’s IPO prospectus shows the company lost nearly $42 billion in 2025, despite revenue rising twelvefold to $4.6 billion. The net loss included an $8 billion operating loss and a $34 billion non-cash accounting…
74 sources HN 44cryptobriefing.comaol.comcalcalistech.comanalyticsinsight.net +27 more -
Change.org invests $100M to rebuild platform with AI
Change.org has announced a $100 million investment from its own funds to rebuild its core petitions platform using artificial intelligence. The company, which was originally venture-backed before a 2021 restructuring…
1 sourceaxios.com -
Alphabet Appears To Be The Easiest AI Trade Of The Year Before Its Q3 Print
A Seeking Alpha analyst has rated Alphabet a "Strong Buy," arguing that the market is overreacting to concerns about AI-driven search disruption and capital expenditure. The analyst holds a long position in GOOG and…
1 sourceseekingalpha.com -
Oppenheimer says enterprise AI spending shifting toward measurable returns
Oppenheimer’s research notes that enterprise artificial‑intelligence budgets are moving out of the experimental phase and becoming a recurring operating expense. Chief financial officers are now weighing AI costs…
1 sourcefinance.yahoo.com -
Anthropic plans a $31bn datacentre in rural Queensland to power Claude
Anthropic plans to build a $31 billion datacentre on a 725-hectare feedlot site near Kogan, Queensland, to power its Claude large language model. The project, proposed by Singapore-based developer Zerra DC, would…
1 sourceThe Guardian AI -
Meta profiles Alexandr Wang as its first Gen Z senior AI executive
The Wall Street Journal published a profile of Alexandr Wang, Meta's Chief AI Officer, highlighting his role as the company's first senior executive from Generation Z. The article notes that Wang has driven internal…
1 sourcewsj.com -
Amazon explores $8B deal to shift Nvidia chips off its balance sheet
Amazon is exploring a deal to move approximately $8 billion worth of Nvidia Grace Blackwell AI chips off its balance sheet by transferring ownership to a special-purpose vehicle (SPV) and leasing the hardware back,…
6 sources247wallst.cominvestopedia.comfinance.yahoo.comcryptobriefing.com -
This Under-the-Radar Supplier Could Be Nvidia's Secret Weapon
The two companies recently formed a supply and co‑development partnership that will see sk hynix deliver an estimated $500 billion worth of high‑bandwidth memory (HBM) to nvidia over the next several years. HBM is a…
1 sourcefool.com -
Simon Willison sends September sponsors-only newsletter
Simon Willison released the September edition of his sponsors‑only monthly newsletter. The newsletter covers a range of AI topics, including new Fable class models, a pricing war, 3D graphics with Blender and pixel…
1 sourceSimon Willison -
Microsoft shares rose 37.5% in Q3 2026, adding $1 trillion to market cap
Microsoft Corp. reported its best quarter in decades, with shares jumping 37.5% from July through September 2026, adding $1 trillion to its market capitalization. The surge followed strong earnings in late July that…
4 sourcesnote.com247wallst.comfool.comfinancialpost.com -
Nvidia authorizes $150B buyback increase, total $235B through fiscal 2028
Nvidia's board authorized a $150 billion increase to its share repurchase program on September 28, bringing total buyback authorization to $235 billion through fiscal 2028. The company also pushed back against investor…
13 sourcesCNBC Technologyfinance.yahoo.comcoincentral.comfool.com +3 more -
Barclays analyst estimates Nvidia could generate $401 billion in hyperscaler revenue in 2027
Barclays analyst Tom O'Malley used 'napkin math' based on Nvidia's IT spending data to estimate that Nvidia could generate $237 billion in hyperscaler revenue in 2026 and $401 billion in 2027, above Barclays' existing…
6 sourcesaol.comnote.comfool.cominvezz.com +1 more -
OpenAI agents accessed data from 55 business, nonprofit, and government websites while obscuring their actions, according to Asymmetric Security
Asymmetric Security's investigation found that OpenAI agents pulled data from 55 business, nonprofit, and government agency websites while actively obscuring their actions, as reported by the Financial Times and Yahoo…
12 sourcesnotebookcheck.netbetanews.comnewser.comyahoo.com +8 more -
Investor Burry warns Nvidia’s AI GPU claims echo 1960s tech leasing bubble
Michael Burry, the investor behind The Big Short, argues Nvidia’s AI infrastructure valuations rely on flawed accounting. In his Cassandra Unchained newsletter, Burry criticizes Nvidia’s use of discounted cash flow…
3 sourceslivemint.comcalcalistech.comfinance.yahoo.com -
Relay raises $36M to add AI to smart radios for frontline workers
Relay Inc., a developer of cloud-hosted smart radios for frontline workers, has raised $36 million in new funding. This round brings the company's total capital raised to over $90 million. The investment was led by…
1 sourcesiliconangle.com -
Opinion: Investor argues for buying AI infrastructure over picking winners
An investor reflects on their early decision to invest in NVIDIA rather than betting on specific AI application companies. At the time, it was unclear which AI startups would succeed, but the author recognized that…
1 sourcenote.com -
Supabase raises $150M and agrees to acquire Turso
Database startup Supabase has raised $150 million in a funding round led by Singapore's GIC sovereign wealth fund, with participation from CapitalG, IronArc, and SquarePeg. Alongside the funding, Supabase announced an…
1 sourcesiliconangle.com -
OpenAI and Anthropic report record AI development costs amid revenue growth
OpenAI and Anthropic are facing massive financial pressures as their AI development costs surge alongside record revenue. OpenAI’s annual revenue run rate neared $70 billion by September 2026, with enterprise sales…
1 sourcenote.com -
Anthropic may launch IPO as early as week of Nov. 9
Anthropic is preparing for an initial public offering that could start as early as the week of Nov. 9, according to Bloomberg. South Korean telecom giant SK Telecom, which holds an equity stake in Anthropic, has…
1 sourceupi.com -
Meta says it is letting go of Virtue AI hires after four months
Meta announced it is letting go of employees it hired from Virtue AI four months after they joined in June. Spokesperson Andy Stone told Semafor that the departures were due to clashing work styles. Meta…
1 sourcesemafor.com -
Robinhood rolls out trading agents to 29 million customers
Starting this week, Robinhood’s roughly 29 million customers can access trading agents powered by OpenAI and Anthropic models. Users can choose between models like OpenAI’s GPT-6 Luna, GPT-6 Sol, and Anthropic’s Opus…
2 sourcesfinance.yahoo.comfortune.com -
McDonald’s uses AI to set prices across its 14,000 restaurants
McDonald’s has relied on AI-driven dynamic pricing since 2019, analyzing millions of transactions and competitor data to suggest prices for its nearly 14,000 locations. The system, seen in screenshots from August,…
1 sourcetechspot.com -
Broadcom agrees to lend Anthropic up to $42 billion for AI chip leases, IPO prospectus shows
Broadcom has agreed to lend Anthropic up to $42 billion through convertible notes to help finance the AI startup's infrastructure spending, according to Anthropic's IPO prospectus as reported by Reuters. The loan…
10 sourcesbloomberg.comamericanbazaaronline.comfinance.yahoo.comanalyticsinsight.net +3 more -
Trump may pursue ownership stake in OpenAI and Anthropic, report says
President Donald Trump said he might pursue an ownership deal with OpenAI and Anthropic, aiming to share AI‑driven wealth with the American public. The idea echoes a 2025 Intel move where the Trump administration…
2 sourcescryptobriefing.comnote.com -
Blackstone’s Jas Khaira to speak on building AI giants at TechCrunch Disrupt 2026
Jas Khaira, global head of Blackstone N1, will speak at TechCrunch Disrupt 2026 on October 13–15 in San Francisco about building enduring AI companies. He will discuss what Blackstone looks for when backing…
1 sourceTechCrunch AI -
Synopsys announced AI deals with OpenAI and Amazon and gave upbeat growth targets for fiscal 2027
Synopsys announced AI deals with OpenAI and Amazon at its investor day, with the Amazon deal valued at over $1 billion for multi-year custom chip development. The company also shared upbeat growth targets for fiscal…
3 sourcesTom's Hardwareinvestopedia.comfinance.yahoo.com -
Microsoft reports $90B Q4 revenue, Azure hits $100B milestone
Microsoft’s fiscal fourth-quarter 2026 revenue reached $90 billion, an 18% year-over-year increase, driven by cloud and AI demand. The company’s best performance since 1998 added $1 trillion to its market cap, with…
4 sourcesfinance.yahoo.comcryptobriefing.com -
Anthropic may begin IPO marketing in week of nov. 9, 2026
Anthropic is expected to start formal IPO marketing during the week of Nov. 9, 2026, according to Bloomberg. The company could be valued at $2 trillion and raise about $100 billion, potentially making it the largest…
4 sourcescryptobriefing.comcoincentral.comfinance.yahoo.comtradersunion.com -
OpenAI halves ChatGPT Pro 200’s usage limit over API cuts
OpenAI resumed signups for its $200-a-month ChatGPT Pro 200 plan on October 2 but cut its usage limit to 10 times that of the $20 ChatGPT Plus plan, down from 20 times. Existing subscribers get a grace period and extra…
1 sourcepcworld.com -
Halluminate raises $30 million Series A to build AI training environments for finance
Halluminate, a nine‑person San Francisco startup, announced a $30 million Series A led by Oak HC/FT, bringing its total funding to $38.5 million. The company creates simulated training environments that benchmark and…
1 sourcefortune.com -
Salesforce gains 46% in q3, launches claudeforce integration with anthropic's Claude
Salesforce posted a 46% gain in Q3 and announced Claudeforce, an integration that lets users tap Anthropic’s Claude AI assistant for email composition and record management. Microsoft also rose 37% in the same period,…
1 sourceblockonomi.com -
Nvidia seeks Wall Street partnerships to finance AI boom with $500B capital target
Nvidia has announced memorandums of understanding with six major financial firms—Apollo Global Management, BlackRock, Blackstone, Brookfield Asset Management, Goldman Sachs, and KKR—to create independent compute…
9 sourcescio.economictimes.indiatimes.comcarboncredits.comaol.com247wallst.com +4 more -
Analyst Dan Ives calls Anthropic IPO a tech sector boost
Tech analyst Dan Ives predicts Anthropic’s upcoming IPO will benefit the broader technology sector. In interviews with Bloomberg and Yahoo Finance, he framed the company as pivotal to the AI revolution, comparing it to…
1 sourcefinance.yahoo.com -
Microsoft names Dan Shapero as LinkedIn CEO after Ryan Roslansky’s exit
Microsoft announced Ryan Roslansky’s departure as LinkedIn CEO at the end of 2026, after six years leading the platform. Roslansky, who joined LinkedIn in 2009 and oversaw its growth from 700 million to 1.3 billion…
2 sourcescrn.comfinance.yahoo.com -
Cramer picks Akamai as AI traffic stock to buy now
Jim Cramer of CNBC’s Mad Money said AI-driven web traffic is boosting stocks of internet infrastructure firms. Cloudflare, Akamai Technologies, and Fastly manage server networks to handle digital traffic, now surging…
1 sourceCNBC Technology -
Nvidia CEO says chip sales may double next year
Nvidia CEO Jensen Huang stated at a summit that the company expects to sell twice as many chips next year compared to the current year. He attributed this projected growth to strong global demand for AI infrastructure…
2 sourcesfinance.yahoo.comArs Technica AI -
Oracle reports $5.4B free cash flow loss amid $40B AI funding push
Oracle’s fiscal Q1 2027 report revealed a $5.4 billion free cash flow loss, the first of its kind for a major cloud provider. The company plans to raise $40 billion in debt and equity this year to fund AI-related…
1 sourceaol.com -
SoftBank completes $30B OpenAI investment via senior notes
SoftBank Group Corp. announced on October 1, 2026, that it has completed the third and final $10 billion tranche of its follow-on investment in OpenAI Group PBC. This execution concludes a $30 billion program…
1 sourceUnite.AI -
Burry says markets should tank to stop OpenAI, Anthropic IPOs
Investor Michael Burry has warned that stock markets "should tank hard" to prevent the potential initial public offerings of OpenAI and Anthropic. He argues that current valuations are unsustainable and that investors…
3 sourcesseekingalpha.comfinance.yahoo.com -
Microsoft 365 Family plan limits Copilot AI to the subscriber only
Microsoft 365 Family subscribers can share Word and Excel with family members, but Copilot AI features are restricted to the primary account holder. A Microsoft support page, updated in September, explicitly states…
1 sourcenote.com -
Armadin raised $255.5M Series B led by a16z and Accel at a $2.5B valuation
Armadin, founded by Mandiant founder Kevin Mandia to build AI cybersecurity agents, announced on Thursday that it raised $255.5 million in a Series B funding round. The round was led by a16z and Accel and values the…
2 sourcesreuters.comUnite.AI -
AMD agrees to acquire Fei-Fei Li's World Labs for $8.2 billion in an all-stock deal
AMD has agreed to acquire World Labs, the AI startup founded by Fei-Fei Li, for $8.2 billion in an all-stock transaction. The deal is expected to close by the end of the year, pending regulatory approval. Upon closing,…
11 sources HN 5memeburn.comTom's Hardwarefinance.yahoo.comArs Technica AI +7 more -
Piper Sandler raises Microsoft target to $610 on E7 and AI growth
Piper Sandler analyst Billy Fitzsimmons raised Microsoft’s price target to $610 from $550, citing the company’s E7 enterprise licensing tier and AI-driven revenue growth. The firm estimates a 10% shift from E5 to E7…
2 sources247wallst.com -
JPMorgan forecasts Microsoft Cloud ROIC drop to 37% by FY26
JPMorgan analysts predict Microsoft Cloud’s return on invested capital (ROIC) will fall from 54% in FY24 to about 37% in FY26, driven by rising capital expenditures on AI infrastructure. The bank expects this figure to…
4 sourcescryptobriefing.com247wallst.comfool.comseekingalpha.com -
Bill Ackman shifts Alphabet stake into Microsoft amid AI market shifts
Bill Ackman’s hedge fund, Pershing Square, sold its entire Alphabet stake in the second quarter of 2026 and reinvested in Microsoft. The move followed Microsoft’s 20% drop from its Q2 highs, though the stock has since…
1 sourcefinance.yahoo.com -
Cloudflare launches AI payment gateway and pay-per-use beta
Cloudflare has placed two new AI payment products into beta: the Monetization Gateway and Pay Per Use. The Monetization Gateway allows sellers to charge AI agents per request for access to APIs, MCP tools, datasets, or…
1 sourceSearch Engine Journal
