#AI Investment

d-Matrix CEO warns AI bubble fears are slowing investment despite growing demand for inference chips. What's really blocking the next wave of AI funding?

Peak XV raises $1.3B for AI and cross-border investments as competition intensifies. What this signals for the future of venture capital strategy.

Nvidia explores $30B investment in OpenAI at $730B valuation. Separate from infrastructure deal, this pure equity play reshapes AI power dynamics. What it means for investors.

Nvidia and OpenAI abandon their ambitious $100 billion deal in favor of a more modest $30 billion investment, signaling a strategic shift in AI partnership dynamics.

Google increases bond offering to over $30B to fund AI expansion. Analysis of what Big Tech's debt surge means for investors and markets.

Alphabet issues $20 billion in bonds to fund AI investments despite holding over $110 billion cash. Big Tech's AI arms race intensifies as investors question returns.

Google raises $20 billion through bond sales to fund AI infrastructure, while acknowledging for the first time that AI could threaten its core advertising business. What this means for investors and advertisers.

Google's parent company prepares 100-year sterling bond issuance to fund AI investments. Analysis of ultra-long-term financing strategy in competitive tech landscape.

Amazon's massive 2026 capex guidance of $200 billion sent shares tumbling as investors question the company's strategy of sacrificing cash flow for AI dominance.

AI investments are shifting from a gold rush mentality to selective funding as investors demand proof of profitability and differentiation. What this means for startups and the broader AI ecosystem.

Microsoft, Amazon, Meta and other tech giants lost over $1 trillion in market cap as massive AI spending plans spooked investors. The AI gold rush may have hit its first major reality check.

Amazon's massive $200B capex projection triggers 11% stock drop, raising questions about AI investment bubble and Big Tech spending spree sustainability.