Amazon and Google are winning the AI capex race — but what’s the prize?
In 2026, Amazon plans to spend $200 billion in capex. Google is just behind at $175 billion to $185 billion. It’s a lot of money! Image: Czapp Árpád / Pexels Source: TechCrunch
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Ares Assets Reach Record as CEO Sees ‘Strong’ Fundraising Ahead
Ares Management Corp.’s assets under management climbed to a record $622 billion at the end of 2026 as clients bet on private credit and secondary investments. Image: Andrea Piacquadio / Pexels Source: Bloomberg
A16z just raised $1.7B for AI infrastructure. Here’s where it’s going.
Andreessen Horowitz just raised a whopping new $15 billion in funding. And a $1.7 billion chunk of that is going to its infrastructure team, the one responsible for some of its biggest, most prominent AI investments including Black Forrest Labs, Cursor, OpenAI, ElevenLabs, Ideogram, Fal and dozens of others. A16z general partner with the infra team Jennifer Li (who oversees such investments as ElevenLabs – just valued at $11 billion); Ideagram and Fal, has a clear thesis on where the team is looking…
Nvidia’s $100 billion OpenAI deal has seemingly vanished
Two AI giants shake market confidence after investment fails to materialize. Image: Mariia Shalabaieva / Unsplash Source: Ars Technica
Waymo raises $16 billion to take its robotaxi business ‘global’
Waymo announced a $16 billion investment round aimed at bringing its robotaxi business to more US cities, as well as some overseas markets. The funding round was led by Dragoneer Investment Group, a “crossover” firm known for investing in late-stage tech companies before they go public. Waymo’s co-CEOs said in a blog post they would…
ESPN Valued at $30 Billion As Disney Reveals New Details on NFL Deal
Disney has the right to buy back the NFL’s stake beginning in July 2034, with the league holding an option to acquire more of ESPN. Image: Vlad Alexandru Popa / Pexels Source: Hollywood Reporter
The $20 Billion Silence: Why Alphabet’s Leadership Is Mute on the Apple AI Alliance
Introduction In the high-stakes world of tech earnings, what isn’t said often speaks louder than any revenue figure. This week, Alphabet Inc. executed a masterclass in strategic silence, deftly sidestepping direct questions about its monumental artificial intelligence partnership with Apple—a deal analysts whisper could be worth upwards of $20 billion annually. The conspicuous omission has…
The AI Avalanche: How Google’s Genie Triggered a $20 Billion Gaming Sector Sell-Off
Introduction The video game industry, a titan of modern entertainment, was rocked by a seismic tremor this week. A single announcement from a tech giant sent shockwaves through Wall Street, wiping billions from the market value of major game developers and engine providers. The catalyst? Google’s unveiling of Project Genie, an AI tool that has…
Trump Demands Billion-Dollar ‘Fine’ from Harvard, Escalating Feud Over Legal Settlement Narrative
Introduction A political and legal drama has taken an unexpected academic turn. Former President Donald Trump, stung by media narratives surrounding his New York civil fraud case, has set his sights on an unlikely target: Harvard University. He is now publicly demanding the Ivy League institution pay a staggering $1 billion fine, a move that…
From ‘No Money’ to Billion-Dollar Demand: Trump’s Legal Gambit Targets Harvard Endowment
Introduction A seismic shift is underway in the legal battle surrounding Donald Trump’s New York civil fraud case. Following media reports suggesting a potential settlement with no financial penalty, the former president’s legal strategy has pivoted dramatically. Now, his attorneys are launching a counteroffensive, demanding a staggering sum from an unlikely source: Harvard University. Image:…