Amazon faces $27B cash gap ahead of earnings, OpenAI bet excluded
Amazon's operating cash fell $27B short of equipment spending in H1 2026, with $28.7B OpenAI investment separate, per TECHi analysis.
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Anthropic's valuation surges 27% to $965B, boosting AI stock investors
Anthropic's valuation jumps 27% to $965B, benefiting investors in AI stocks like Nvidia and Alphabet.
Anthropic's $33B Amazon investment faces limits from its experimental governance structure
Anthropic's ownership includes Amazon and Alphabet, but its unique structure limits investor control, even after a $33B investment.
Jeff Dean's Discovery Loop now targets $50B valuation, just weeks after $1B raise
Discovery Loop, founded by ex-Google chief scientist Jeff Dean, seeks $50B valuation in new funding round.
Alphabet's AI Cloud Revenue Surges 82% as Oracle Eyes 31% Growth
Alphabet's Google Cloud revenue jumps 82% YoY, while Oracle targets 31% revenue growth over 5 years.
Google commits $15B to Anthropic's Texas AI data center, eyes equity stake
Google backs Anthropic's $15B Texas AI data center, supplying chips and potentially taking an equity stake in the AI startup.
BIS warns AI capex boom outpaces railways, dotcom with $730B in 2026 spending
AI investment is outpacing railways, dotcom, and every prior tech boom, with $730B in 2026 spending by hyperscalers.
Anthropic's $965B valuation gets Elon Musk's stamp of approval, boosting Amazon and Alphabet stakes
Elon Musk reverses course, calls Anthropic's Claude models the best, validating $100B+ investments from Amazon and Alphabet.
Google's Gemini 3.5 Pro delay costs Alphabet $12B in market value
Google's delay in rolling out Gemini 3.5 Pro sends Alphabet shares down, benefiting OpenAI and Microsoft in the enterprise AI race.