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30 articles about investing in AI news
Thrive Capital's $10 Billion AI War Chest Signals New Era for Venture Investing
Josh Kushner's Thrive Capital has raised over $10 billion in its largest fund ever, positioning the OpenAI backer to aggressively expand investments in artificial intelligence applications and infrastructure. This massive capital infusion arrives as the AI landscape undergoes significant shifts in technology, business models, and competitive dynamics.
Nvidia Invests $2B in Marvell for NVLink Fusion Interconnect
Nvidia is investing $2 billion in Marvell Technology to deepen their partnership on NVLink Fusion, a new interconnect architecture for scaling AI clusters beyond current limits.
AI Fine-Tuning: Why the Technique Matters More Than Which Model You Pick
Sanket Parmar argues that fine-tuning shapes model behaviour for your domain more than base model selection. The article emphasizes that investing in adaptation yields better returns than chasing the latest foundation model.
Nvidia Invests $2B in Marvell to Expand NVLink Fusion Chip Partnership
Nvidia is investing $2 billion in Marvell Technology to deepen their partnership on NVLink Fusion, a chip-to-chip interconnect crucial for scaling AI training clusters. This strategic move aims to secure supply and accelerate development of high-bandwidth links between GPUs and custom AI accelerators.
Citadel's Ken Griffin Calls AI Investment 'Not Worth It', Output 'Garbage'
Billionaire hedge fund CEO Ken Griffin stated that investing in AI is 'not worth it' and that much of its output is 'garbage'. This critique from a major financial player highlights a growing skepticism about AI's tangible returns.
Nvidia Bets $4 Billion on Photonics to Power Next-Generation AI Infrastructure
Nvidia is investing $4 billion in photonics companies Lumentum and Coherent to develop optical technologies for AI data centers. This strategic move aims to overcome bandwidth bottlenecks and energy constraints as AI models grow exponentially in size and complexity.
Google's $1.9 Trillion Vertical Integration Strategy: Building an AI Empire from Chips to Power Grid
Google is investing $1.9 trillion over the next decade to control every layer of the AI stack, from custom TPU chips to power infrastructure. This vertical integration strategy creates a competitive moat that could reshape the entire AI industry landscape.
US Bets $145M on AI Apprenticeships to Build Next-Generation Tech Workforce
The US government is investing $145 million in apprenticeship programs for AI, semiconductors, and nuclear energy, signaling a shift toward treating AI work as a skilled trade rather than exclusively academic. The initiative aims to train workers through on-the-job programs without requiring advanced degrees.
Open-Weight Models Trail Frontier AI by Four Months: EpochAI
EpochAI finds open-weight models trail frontier closed-source models by four months, a small gap reflecting rapid catch-up.
Google and Blackstone Launch TPU Venture, Challenging Nvidia Dominance
Google and Blackstone launched a TPU venture, financing AI infrastructure outside the hyperscale cloud model. Enterprise buyers get a standalone alternative to Nvidia-dominated GPU clusters.
SemiAnalysis: Perplexity Slack Bot Beats Claude in Internal Trial
SemiAnalysis found Perplexity's Slack bot beats Claude in internal trial. 96% token budget goes to Anthropic, but usage may shift.
MLX CUDA Backend Passes All Tests, Closing Apple GPU Gap
MLX CUDA backend passes all tests, enabling NVIDIA GPU support. Milestone bridges Apple Silicon and CUDA ecosystems for ML workloads.
Meta's $27B Louisiana Data Center: Rural Economics vs AI Scale
Meta invests $27B in rural Louisiana AI data center, creating 2,000 construction jobs. Part of $60B+ 2025 infrastructure spend.
Coherent Q3 FY 2026: AI Optical Revenue Hits $1.2B as Data Center Buildout
Coherent Q3 AI optical revenue hit $1.2B, up 45% YoY, as 800G transceiver demand from hyperscalers drives growth. Total revenue $1.6B.
OpenAI Open-Sources Datacenter Networking Tech
OpenAI open-sourced its datacenter networking tech (Tectonic filesystem, custom stack) to challenge Google Cloud's proprietary AI infrastructure and set an open standard.
Anthropic's 220K GPU Cluster: $5B Compute Bet Revealed
Anthropic reportedly has 220K NVIDIA GPUs and 310MW, implying a >$5B compute cluster, 3x OpenAI's largest.
Meta Building Agentic AI Tool for 3B+ Users, Sources Say
Meta building agentic AI assistant for 3B+ users powered by Muse Spark model. Aims to rival OpenClaw. No timeline disclosed.
PJM Reports 220GW Grid Requests, Google-Backed AI Processes Queue
PJM received 811 projects totaling 220GW in first reformed cycle using Google-backed Tapestry's agentic AI, reducing queue backlog from 300GW to 170GW.
Big Tech Earnings: Google Has the Cleanest AI Story, Says Analyst
A market analyst argues Alphabet has the strongest fundamental AI story among Big Tech earnings today, driven by Cloud and TPUv8 demand. Microsoft has the easiest beat-and-run setup due to a beaten-down stock, while Meta and Amazon face higher expectations after recent gains.
Time's First AI A-List: Alibaba, ByteDance, Zhipu AI Make Cut
Time magazine named Alibaba, ByteDance, and Zhipu AI among its first AI-specific top 10 list, alongside six US companies and France's Mistral AI. The recognition highlights China's growing global influence through open-source models and consumer AI apps.
Microsoft World-R1: RL Aligns Text-to-Video with 3D Physics
Microsoft's World-R1 framework applies reinforcement learning with feedback from pre-trained 3D foundation models to align text-to-video outputs with physical 3D constraints, improving structural coherence without modifying the underlying video diffusion architecture.
R³AG: A New Routing Framework That Matches Queries to Retriever
R³AG is a novel routing framework that dynamically selects the optimal retriever for each query in RAG systems, considering not just relevance but also how well the retrieved document helps the generator produce correct answers. It uses contrastive learning to model query-specific preferences, consistently outperforming existing methods on knowledge-intensive tasks.
RedParrot: Semantic Caching Speeds Up NL-to-DSL for Business Analytics by
Xiaohongshu researchers propose RedParrot, a framework that caches normalized structural patterns of natural language queries to bypass expensive LLM pipelines, achieving 3.6x speedup and 8.26% accuracy improvement on enterprise datasets.
OpenAI Drops AGI Clause with Microsoft Ahead of IPO
OpenAI has removed the AGI clause from its Microsoft partnership, ending restrictions that limited Microsoft's access to future AGI systems. The move, reported ahead of OpenAI's anticipated IPO, suggests OpenAI may be preparing to announce AGI milestones.
OpenAI-Microsoft Deal: Loosens Ties, Boosts Azure AI Revenue
A new deal between OpenAI and Microsoft reduces Microsoft's grip on OpenAI while significantly boosting Azure AI revenue, with no profit-sharing for Microsoft on OpenAI's earnings.
China Blocks Meta's $2B Manus Acquisition Over AI Tech Transfer Fears
China blocked Meta's $2 billion acquisition of agentic AI startup Manus, citing concerns over foreign investment and transfer of strategic AI technology to the US. The move signals Beijing's sharper stance on AI sovereignty and intensifies the US-China tech rivalry.
Moore Threads Q1 Revenue Up, Building 100K-GPU AI Cluster
Moore Threads reports Q1 2026 revenue growth and confirms progress building a 100,000-GPU cluster for AI training, signaling growing domestic AI infrastructure in China despite US export controls.
Hinton Rebrands AI Hallucinations as 'Confabulations'
Geoffrey Hinton redefines AI hallucinations as 'confabulations,' arguing that intelligence reconstructs reality into plausible stories rather than storing facts like a database.
Nvidia Trains Billion-Parameter LLM Without Backpropagation
Nvidia demonstrated training a billion-parameter language model using zero gradients or backpropagation, eliminating FP32 weights entirely. This could dramatically reduce memory and compute costs for LLM training.
Google to Invest Up to $40 Billion in Anthropic
Google will invest up to $40 billion in Anthropic: $10B immediate, $30B tied to performance milestones, plus 5GW of TPU compute capacity by 2027. The deal mirrors Amazon's earlier $25B commitment and reinforces the circular compute-for-equity pattern dominating AI infrastructure spending.