Company
Japanese multinational conglomerate and investment holding company led by Masayoshi Son, known for its Vision Fund and stakes in firms like Arm and OpenAI.
CoreWeave, which has never turned a profit and carries about $50 billion of debt per LSEG, has seen its shares and bonds tumble. An explainer links the slide to a wider tech selloff, though IG's Axel Rudolph puts the doubt in funding.
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JPMorgan says the dip buyers and short covering behind July's chip bounce after a 21% SOX drop are missing in October. Strategists led by Nikolaos Panigirtzoglou do not expect a rapid rebound in AI infrastructure or memory stocks, according to Crypto Briefing's summary of the October 14 report.
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OPay's F-1 shows lending overtook payments as its top income source in H1 2026, with revenue up 137% to $467 million. Earlier reports put the November NYSE debut near $4 billion, about 22 times annualised profit.
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Tencent is planning an offshore bond sale of up to $5 billion, Bloomberg reported, after a roughly $4.7 billion deal in June. Together the two would raise up to $9.7 billion, about 1.2 quarters of its reported June AI capex.
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Exponential View puts annualized AI revenue at $276bn, enough to cover 182% of the yearly cost of data-center capital already in service. The tally finds today's build covered and the hurdle rising with every dollar committed from here.
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Cmit, the LSE-led City taskforce, has asked Chancellor John Healey for pension tax breaks, including a dividend credit costing up to £742m a year. The measures aim to draw pension and ISA money into UK shares over years to 2042, so a board choosing between London and New York this year would still list into today's market.
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Tiger Global's early OpenAI stake carries about $5 billion in paper gains, two outlets reported. Crypto Briefing values the stake with OpenAI at $500 billion, about a third of the $1.4 trillion now in talks, and at that price the gain offsets about 28% of Tiger's $18 billion loss in 2022.
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Seven & i's quarterly profit fell as its Japanese stores weakened and high fuel prices lifted its North American 7-Eleven chain. Overseas store profit rose 19% and Japan's fell 14%, Quartz reported, so most of the group's operating profit now comes from a unit it has yet to list.
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Dario Amodei's pacing framework only slows US labs by as much as their lead over Chinese ones allows. Whether it binds on anyone's capex depends on a decision in Beijing. Beijing has now made it.
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OpenAI is in early talks to raise $30 billion at about $1.4 trillion, Bloomberg reported, 64% above its $852 billion valuation in March. The price lifts the stakes of SoftBank, Nvidia and Amazon on paper, while reports put the revenue run rate behind it anywhere from $40 billion to $70 billion.
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OpenAI, Meta and Apple launched personal AI agents within four weeks of each other, priced from free to $500 a month. Identical developer token prices from Google and OpenAI support the view that daily habits now decide the contest, though the adoption data so far is thin.
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Anthropic is aiming for a November IPO after its draft prospectus showed an operating loss of about $8 billion on $4.6 billion of revenue last year. OpenAI is staying private until 2027, so Anthropic's listing puts a frontier lab's finances in front of public investors first.
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Campuses in Texas and Ohio are pursuing up to 27 gigawatts between them, against an average draw of about 36 gigawatts for all US data centers in 2025. For buyers of that capacity, the open budget line is the new-generation cost Indiana lawmakers want developers to share.
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Matt Mullenweg's 84% vote returned him to control of Automattic 33 hours after its board put him on leave. For businesses on WordPress.com, WooCommerce or Tumblr, that vote is the governance they are buying into, whoever he names to the board.
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Oracle sent Project Jupiter's developer a force majeure notice that lets it delay payments if the New Mexico campus misses its 2028 target. The site's gas pipeline and air permit are both still pending, so capacity plans built on that date need a fallback.
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Ten-year Treasury yields near 5.17%, the highest since 2007, raise the cost of the $4.1 trillion in AI debt JPMorgan expects through 2030. Oracle fell 7% this week as CoreWeave rose almost 8%, a split that follows Oracle's campus news more than rate exposure.
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Oracle shares fell more than 6% on Thursday after it sent a force majeure notice to Blue Owl over Project Jupiter, its New Mexico AI data center. The notice protects Oracle's cash if the site runs late and makes its 2028 date the one lenders and investors now watch.
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The guarantee that made a $500bn Ohio campus financeable is under half its old size, three weeks after the market marked Nvidia down 5% for offering it.
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Four raises worth $7.7 billion landed in one week, and the largest is not a fund with an exit clock. Thrive's roll-up vehicle sold roughly a sixth of itself at a $12 billion valuation.
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The head of data centers has left, the brief has been divided, and the part growing fastest is leasing capacity that somebody else already paid to build.
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