#ai-investment

#ai-investment

A much-delayed report shows the U.S. economy grew a robust 4.3% between July and September, fueled by consumer spending. STEVE INSKEEP, HOST: In July through September, the U.S. economy grew faster than economists had predicted. LEILA FADEL, BYLINE: That's according to a delayed report from the Commerce Department on GDP, the gross domestic product. The report is nearly two months late because of the government shutdown.

In 2025, AI became officially unavoidable: It had been lurking in the background before, as early adapters experimented with it. But this year, companies invested more than $202 billion in AI, a 75% increase from $114 billion invested in 2024. Major tech companies fought bitterly over AI talent, offering astronomical pay packages. There was a groundswell of demand for talent, and unsurprisingly this spread to the demand for AI,

When the company reported Q3 earnings on Oct. 30, it beat on the top and bottom lines, with EPS of $1.95 vs. an estimated $15.7, and revenue of $180.17 vs. $177.80 estimated. Meanwhile, revenue from Amazon Web Services was $33 billion and revenue from advertising was $17.7 billion. Concerns about the company's enormous AI CapEx remain, but after the Q3 earnings call, the stock was rewarded by bullish investor sentiment, hitting its first record high since February 2025.

But some analysts are starting to worry about how much of that growth is concentrated in AI.A recent note from Pantheon Macroeconomics said that private fixed investment-a measure of how much companies are spending-"is rising only due to AI-related spending." Analyst Oliver Allen published a chart this morning showing that all other private fixed investment is actually in decline: "Capex intentions remain depressed, suggesting investment outside of AI-linked sectors remains weak," he told clients in a note seen by Fortune.

Every year since 2010, I've posted an article about what trend I expect to dominate the next twelve months. Throughout the 2010s, these forecasts usually focused on emerging technologies or new currents in management thinking. But around 2020, that began to shift. The annual trends increasingly centered on how we cope with change rather than the change itself. Last year my trend was "The Coming Realignment."

Larry Ellison, executive chair and chief technology officer, founded Oracle Corp. ( NYSE: ORCL) in 1977. Recently, it has become a tech behemoth, largely because of its key position in the burgeoning artificial intelligence (AI) business. His net worth, according to the Bloomberg Billionaire list, is $283 billion, which makes him the second-richest person in the world. That net worth has risen by $91 billion since the start of the year, largely because of Oracle's success.

Amazon's $35bn investment will build on the $40bn already invested in India - establishing the company as "the largest foreign investor" in India, the company said in a statement. A key component of it will go into local cloud and AI infrastructure. Microsoft's fresh commitment follows a $3bn investment announced by the company earlier this year.

It wouldn't be the first time in the history of this industry that there would be a correction, and that's fine, you know. So we would adjust, and we would be just fine in the end. But I don't see it at this point in time. Right now, I don't see any signs of a slowdown based on the projects that are in the market right now and the conversations and the plans that we're talking about with our customers," he said.

Skates later told Business Insider that Amplitude leaders used AI tools like Cursor to "lead from the front." Executives worldwide are developing expansive, costly AI initiatives. Amplitude CEO Spenser Skates says a lot of the industry's buy-in is thanks to Sam Altman. Skates cofounded the publicly traded analytics company, which he said has about 800 employees. On the " Lightcone Podcast," Skates acknowledged that some engineers were skeptical of their company leaders' rapid adoption of AI.

Microsoft and Nvidia are investing $5 billion (€4.3 billion) and $10 billion (€8.6 billion) respectively in Anthropic. The creator of Claude has committed to spending $30 billion on cloud services with Microsoft. The deal reduces OpenAI's dependence on the AI industry. The AI sector is seeing a shift in the balance of power. For years, Microsoft was closely linked to ChatGPT creator OpenAI through substantial investments and collaboration. Microsoft is now investing up to $5 billion in Anthropic, while chipmaker Nvidia is committing up to $10 billion. Both parties are committing to the next round of financing for the ChatGPT competitor.

The launch of ChatGPT by OpenAI in November 2022 marked a turning point in the AI landscape, igniting the broader AI boom. This generative AI tool demonstrated practical applications for everyday users, from content creation to coding assistance, sparking massive public interest and investment. Tech giants poured billions into AI development, while startups flooded the ...

Masayoshi Son isn't known for half measures. The SoftBank founder's career has been studded with brow-raising bets, each one seemingly more outrageous than the last. His latest move is to cash out his entire $5.8 billion NVIDIA stake to go all-in on AI, and while it surprised the business world on Tuesday, it maybe should not. At this point, it's almost more surprising when the 68-year-old Son doesn't push his chips to the center of the table.

The amount of money being spent on artificial intelligence is astronomical. Investors have lavished the top tech companies and startups alike with hundreds of billions of dollars - so much so, in fact, that an estimated 92 percent of US GDP growth now comes from AI. If trends continue in 2026, conservative estimates peg the spending from just the "largest technology firms" at $550 billion.

The company's chief executive, Johan Svanstrom, said AI was "becoming absolutely central" to the running of the business and its plans for the future. But investors were less enthusiastic, and Rightmove's shares had sunk by more than a quarter at one point on Friday. Rightmove announced plans to invest 60m over the next three years and a large part of this investment will focus on AI.