#nvidia-investment

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fromBusiness Insider
5 days ago

Jensen Huang says a $100 billion investment in OpenAI is 'probably not in the cards'

Just for everybody's update, we finalized our agreement. We're going to invest $30 billion in OpenAI. This might be the last time we'll have the opportunity to invest in a consequential company like this.
Artificial intelligence
#photonics-technology
from24/7 Wall St.
5 days ago
Tech industry

Coherent, Lumentum, and AAOI Jump in Premarket Trading Wednesday

Optical and photonics stocks rebounded Wednesday as NVIDIA's $4 billion investment signals photonics technology is critical for solving AI data center interconnect bottlenecks.
fromThe Verge
1 week ago
Tech industry

Nvidia's spending $4 billion on photonics to stay ahead of the curve in AI

Nvidia invests $2 billion each in Lumentum and Coherent to develop photonics technology for AI data centers, improving energy efficiency and data transfer speeds through optical components.
Tech industry
from24/7 Wall St.
5 days ago

Coherent, Lumentum, and AAOI Jump in Premarket Trading Wednesday

Optical and photonics stocks rebounded Wednesday as NVIDIA's $4 billion investment signals photonics technology is critical for solving AI data center interconnect bottlenecks.
Tech industry
fromThe Verge
1 week ago

Nvidia's spending $4 billion on photonics to stay ahead of the curve in AI

Nvidia invests $2 billion each in Lumentum and Coherent to develop photonics technology for AI data centers, improving energy efficiency and data transfer speeds through optical components.
Tech industry
fromTheregister
1 week ago

Nvidia burns $4B to light up US photonics manufacturing

Nvidia invests $4 billion in Coherent and Lumentum with multibillion-dollar purchase commitments to secure silicon photonics technology for datacenter networking infrastructure.
fromTechzine Global
2 weeks ago

Nvidia nears $30 billion investment in OpenAI

Nvidia is in talks about a possible investment of up to $30 billion in OpenAI. The negotiations are part of a new financing round that could value the AI developer at around $730 billion before new investments. This would make it one of the largest private capital rounds ever in the technology sector. This is according to CNBC. According to insiders, this potential investment is separate from the previously announced collaboration between Nvidia and OpenAI in the field of infrastructure.
Artificial intelligence
fromTelecompetitor
1 month ago

AI adoption among telcos may taper off in 2026: Report

STL Partners predicts one AI-related growth area among telcos but warns of a slower adoption or pullbacks in three others. First, the AI optimism: Telcos will increasingly adopt voice-based AI, analysts believe. Already, some of the biggest global telcos are using embedded voice assistance in AI channels for enterprise customers. In 2026, telcos are likely to adopt voice technologies for customer calls as well. Immediate benefits could include live translation and integration of digital assistance services.
Artificial intelligence
from24/7 Wall St.
1 month ago

Why Applied Digital Surged After Nvidia Bet $2 Billion on CoreWeave

Applied Digital ( NASDAQ:APLD ) has posted strong gains in 2026, rising nearly 68% year-to-date. The company has largely shaken off the concerns from last year over its heavy debt load used to finance rapid AI data center expansion. Yesterday, its stock surged more than 14%, closing at $41.35 per share, and Nvidia ( NASDAQ:NVDA ) deserves credit for the gain. Debt Remains a Growing AI Headwind
Business
Business
from24/7 Wall St.
1 month ago

Market Movers: Affirm Upgraded to a Buy Rating

Affirm and CoreWeave shares rose on BNPL market growth and Nvidia's $2 billion investment expanding AI data center capacity, prompting analyst upgrades.
#intel
fromBusiness Matters
3 months ago

Revolut surpasses Barclays in value after Nvidia-backed deal puts fintech at $75bn

Revolut has overtaken Barclays in valuation after securing a $75 billion price tag in a major secondary share sale backed by Nvidia, cementing its position as Europe's most valuable private tech company and the standout success story of Britain's fintech sector. The deal - largely involving staff selling portions of their holdings - marks a dramatic jump from Revolut's $45 billion valuation last year. It now exceeds the market capitalisation of Barclays (£55.7bn / $73bn), as well as other UK banking giants including Lloyds and NatWest.
Miscellaneous
Artificial intelligence
from24/7 Wall St.
3 months ago

Nebius Stock Keeps Falling. Here's Why You Should Be a Buyer

Nebius Group rapidly expanded AI-focused power capacity with Nvidia backing, driving huge revenue growth but facing near-term margin pressure after disappointing quarterly results.
#nokia
Artificial intelligence
fromWIRED
4 months ago

Meta, Google, and Microsoft Triple Down on AI Spending

Microsoft expects AI capital spending to increase sequentially and anticipates fiscal year 2026 capex growth to exceed fiscal year 2025.
#openai
fromZDNET
5 months ago
Artificial intelligence

OpenAI accelerates Project Stargate with 5 new AI data centers across the US

fromZDNET
5 months ago
Artificial intelligence

OpenAI accelerates Project Stargate with 5 new AI data centers across the US

Venture
fromwww.theguardian.com
5 months ago

Leading UK tech investor warns of disconcerting' signs of AI stock bubble

Rapid, large valuation jumps for OpenAI and Anthropic and Nvidia's financial involvement indicate potential AI market overheating and investor concern.
#ai-infrastructure
fromBusiness Insider
5 months ago
Artificial intelligence

Sam Altman wants to build 1 gigawatt of 'AI infrastructure' a week - enough to power 876,000 households a year

fromBusiness Insider
5 months ago
Artificial intelligence

Sam Altman wants to build 1 gigawatt of 'AI infrastructure' a week - enough to power 876,000 households a year

fromwww.theguardian.com
5 months ago

UK startup Wayve begins testing self-driving tech in Nissan cars on Tokyo's streets

British startup Wayve has begun testing self-driving cars with Nissan in Japan ahead of a 2027 launch to consumers, as the company said it was in talks for a $500m investment from the chip-maker Nvidia. Wayve, based in London, said it had installed its self-driving technology on Nissan's electric Ariya vehicles and tested them on Tokyo's streets, after first agreeing a deal with the Japanese carmaker in April.
Artificial intelligence
fromKotaku
5 months ago

Treyarch Co-Founder Going To Prison After Flying Drone Into Plane

In January, Peter Tripp Akemann flew a drone into a large firefighting aircraft that was helping to stop the horrible Palisades fire in the area around Los Angeles. The damage took the aircraft out of commission for a period of time. In February, Akemann pleaded guilty to the crime. And on Monday, Akemann was sentenced by U.S. District Judge Michael W. Fitzgerald to serve 14 days in federal prison, followed by 30 days of home arrest.
Video games
Artificial intelligence
fromWIRED
5 months ago

Jensen Huang Has Gone Nano Bananas!

Nvidia's CEO praises Gemini's Nano Banana, cites its rapid adoption, and announces major UK datacenter investments tied to projected multi‑billion dollar revenues.
Artificial intelligence
fromFortune
6 months ago

Nvidia CEO Jensen Huang sent research reports on Sundays to SoundHound's CEO for feedback-an unusual ritual that helped grow the $5 billion AI firm

A decade-long mentorship and regular research exchanges with Jensen Huang helped transform SoundHound from a Stanford dorm idea into a $5.4 billion AI voice company.
Venture
fromwww.mercurynews.com
6 months ago

Nvidia's venture arm invests in Honeywell's Quantinuum

Nvidia's venture arm joined a $600 million round valuing Quantinuum at $10 billion, deepening Nvidia's quantum computing ecosystem involvement.
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