#AIInvestment
Total 9 articles
Agentic AI doesn't just think harder—it runs longer, loops more, and consumes vastly more power. Here's how that's forcing a fundamental redesign of data centers and energy infrastructure.
Cisco just posted record quarterly revenue and cut 4,000 jobs on the same day. It's not a contradiction — it's a template spreading across Big Tech.
Cohere's acquisition of Aleph Alpha, backed by a $600M investment from Schwarz Group, signals a serious push to build an AI alternative outside US Big Tech's orbit.
PRISM by Liabooks
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OpenAI is courting private equity firms to co-found an enterprise AI venture. It's not just a funding round — it signals a potential break from Microsoft and a direct assault on the corporate AI market.
Peter Thiel's Founders Fund is closing a $6B growth fund less than a year after its last one. With stakes in both OpenAI and Anthropic, the firm is making a structural bet on AI — not just picking winners.
When $660 Billion Screamed, a Subtitle Won. Big Tech's AI spending war vs. K-drama's quiet victory reveals the week's paradox.
Jeong Jin Lee
Microsoft, Meta, Amazon, and Google plan $470B in AI investments for 2026, up from $350B in 2025. Bubble concerns mount as investors demand proof of profitability.
PRISM by Liabooks
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Tech giants are flooding the bond market with unprecedented borrowing to fund AI ambitions, creating new systemic risks that could reshape financial markets forever.
Behind Davos AI investment debates, Jensen Huang's China New Year diplomacy, end of 50-year panda diplomacy, three cracks in digital trust. This week's question: Who and what can we trust?
Jeong Jin Lee