WS #14203
Nvidia in talks to invest $3B in SB Energy but scales back OpenAI funding guarantee, signaling risk-aversion in AI capex. Apple building China AI model with Alibaba, becoming first Western company to offer proprietary AI in China, boosting China market prospects. Anthropic's IPO valuation hinges on $190-200B 2028 revenue forecast, signaling aggressive AI growth expectations.
AI Infrastructure Financing and Nvidia
Nvidia in talks to invest $3B in SB Energy but scales back OpenAI funding guarantee, signaling risk-aversion in AI capex.
Apple building China AI model with Alibaba, becoming first Western company to offer proprietary AI in China, boosting China market prospects.
Anthropic's IPO valuation hinges on $190-200B 2028 revenue forecast, signaling aggressive AI growth expectations.