Nvidia's $63 billion stock portfolio is a map of its own supply chain
The chipmaker's 13F filing shows it now owns big pieces of the companies it sells to, builds with, and depends on
Investment articles
Nvidia's $5 billion Intel bet is now worth nearly $25 billion, and its SpaceX stake isn't far behind
A new SEC filing reveals a massive web of Nvidia's AI infrastructure investments
Anthropic is heading toward the largest IPO ever, at a possible $2 trillion valuation
Investors expect Anthropic's annualized revenue to reach $100-$120 billion by year's end
Flock's biggest investor also backs a company that can rewrite camera footage
Andreessen Horowitz backs both Flock Safety and camera-hacking firm Toka
Google records its first negative free cash flow since going public as its AI spending explodes
Alphabet also disclosed a $99 billion paper gain from equity investments
TSMC plans include at least four more 2nm fabs in $100 billion Arizona expansion
The investment could eventually bring the Arizona campus to 10 fabs and two advanced packaging plants
Big Tech's $8 trillion AI bet is making consoles, cars, and electricity more expensive for everyone else
The cost of artificial intelligence is now showing up in the inflation data
Bitcoin is down nearly 50% and the debate over its value is heating up again
Bitcoin peaked at $123,000 in July 2025. It's now trading at around $66,000
US government could take a stake in OpenAI as Trump explores AI equity plan
OpenAI's Public Wealth Fund proposal could give Americans a stake in AI-driven growth
The US government is spending $2 billion on quantum computing, while taking stock in the companies it funds
IBM gets $1 billion, with the rest spread across eight firms under the Chips Act
Google's AI bet is paying off: Alphabet posts $94.7 billion Q1 revenue, AI demand outpaces supply
Alphabet rides AI surge as revenue and profit crush expectations
Meta to cut 8,000 jobs to bankroll its AI ambitions
The cuts come as Meta ramps up spending on compute, AI agents, and multibillion-dollar partnerships
Uber commits up to $1.25 billion in Rivian to deploy 10,000 robotaxis
Rivian's upcoming R2 SUV will anchor the fleet
Oracle prepares new round of layoffs while doubling down on AI infrastructure
A $2.1 billion restructuring budget signals deeper workforce cuts
Oracle is spending billions on AI data centers as cash flow turns negative
Meanwhile, Wall Street is happy thanks to the company's latest quarterly results on cloud revenue
One in four CEOs say AI is a bubble but will continue investing
One in five CEOs also expect job cuts this year
Editor's take: The more money companies spend on AI, the larger fears grow that this is a bubble ready to burst. But for most CEOs, it's more important to be seen spending big on the technology than taking a more cautious approach.
Nvidia says its investments in OpenAI and Anthropic are likely its last
The chipmaker signals a strategic "retreat" from circular investments shaping the AI boom
Could the Trump administration rerun the TikTok playbook on Fortnite?
Tencent may be forced to give up investments in US game companies like Riot and Epic Games
OpenAI lands record $110 billion investment backed by Nvidia, Amazon, and SoftBank
Sovereign funds and tech giants anchor historic AI capital raise
Goldman Sachs says AI's impact on the US economy was "basically zero" last year
Rumblings of an AI bubble continue to fester
Suddenly Toto's most valuable business isn't toilets, but chipmaking ceramics
Japanese toilet maker's advanced ceramics have become a key piece of cryogenic etch in AI memory fabs
Maryland is betting billions that quantum computing is closer than we think
IonQ, Microsoft, and the governor are all-in on a technology many say is years away
Trump administration considers linking chip tariff exemptions to TSMC's US investment expansion
TSMC's US bet may shield Amazon, Google, Microsoft from new chip tariffs
Satya Nadella argues that Microsoft's AI bet is paying off as Copilot usage nearly triples
Let's rename everything "Copilot"
Nvidia has overtaken Apple as TSMC's largest customer, Jensen Huang says
Jensen eyes a trillion-dollar AI future