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3 Stocks Wall Street Analysts Say You Can Buy Now and Forget About Until 2036
247Wallst· 2026-02-27 22:04
his investments continue to dominate the industry. Berkshire Hathaway (NYSE:BRK-B) had $267 billion…]## Best Growth Stocks to Buy in 2026[Vandita Jadeja | Jan 13, 2026 at 10:22 AM EST 2026 is on a fresh start, and January is nearly halfway over. While we cannot slow the hands of time,…]## Will Alphabet Hit $4 Trillion Before the End of the Year?[Rich Duprey | Nov 25, 2025 at 7:30 AM EST Alphabet (NASDAQ:GOOG) (NASDAQ:GOOGL | GOOGL Price Prediction) has been on a rocket ride this year, and its market capital ...
How Amazon's massive stake in OpenAI could boost its AI and cloud businesses
CNBC· 2026-02-27 21:56
Core Insights - Amazon has announced a strategic partnership with OpenAI, involving an investment of up to $50 billion, indicating a deepening relationship between the two companies [1] - OpenAI will utilize more Amazon Web Services (AWS) infrastructure, committing to deploy 2 gigawatts of Amazon's Trainium AI chips for its new enterprise platform, Frontier [1] Group 1: Partnership Details - The partnership signifies a notable shift for Amazon, which has previously invested billions into OpenAI's competitor, Anthropic, since 2023 [2] - Amazon has established a strong relationship with Anthropic, relying on its Claude models for AI products like shopping aide Rufus and Alexa+ [3] - Despite the new partnership with OpenAI, Amazon's CEO stated that the relationship with Anthropic will remain strong and both companies will continue to have multiple partnerships [3] Group 2: Financial Commitments - OpenAI is set to spend $100 billion on AWS over the next eight years, expanding its previous $38 billion agreement from last November [4] - The partnership was announced alongside OpenAI's broader $110 billion funding round, which includes $30 billion from Nvidia and $30 billion from SoftBank [4] Group 3: Competitive Landscape - OpenAI is diversifying its partnerships beyond its long-standing relationship with Microsoft, Amazon's main cloud computing competitor [5] - Microsoft has invested over $13 billion in OpenAI since 2019 and also invested $5 billion in Anthropic last November [5] - Both OpenAI and Microsoft reaffirmed that their partnership remains strong and central, with Microsoft maintaining exclusive licenses and access to OpenAI's intellectual property [5]
OpenAI Raises $110B From Amazon, Nvidia, Others | Bloomberg Tech 2/27/2026
Youtube· 2026-02-27 21:47
>> "BLOOMBERG TECH" IS LIVE FROM COAST-TO-COAST WITH CAROLINE HYDE IN NEW YORK AND ED LUDLOW IN SAN FRANCISCO. CAROLINE: THIS IS "BLOOMBERG TECH . OPENAI" RAISES 110 BILLION DOLLARS UP AT $730 BILLION. ANTHROPIC'S DISPUTE WITH THE PENTAGON INTENSIFIES AND BLOCK PLANS TO CUT CLOSE TO HALF OF ITS ENTIRE WORKFORCE IN IT THE COMPANY DESCRIBES AS A BET ON AI.WE CHECK IN ON THE MARKETS THAT HAVE A LOT MORE TO DIGEST THAN JUST AI ON THE DAY. WE ARE OFF BY .4%. NASDAQ INVESTORS TRYING TO NAVIGATE A PRETTY BRUTAL MO ...
MWC 2026: Amdocs and AWS Announce Multi-Year Strategic Collaboration to Accelerate AI-Driven Telecom Modernization
Accessnewswire· 2026-02-27 21:10
Collaboration combines Amdocs' aOS agentic operating system for telecom with AWS's AI and cloud technologies to empower service providers to transform operations and deliver smarter customer experiences. JERSEY CITY, NJ / ACCESS Newswire / February 27, 2026 / Amdocs (NASDAQ:DOX), a leading provider of software and services to communications and media companies, today announced a multi-year strategic collaboration with Amazon Web Services (AWS) to advance AI-driven modernization across the telecommunications ...
Peter Lynch's Protégé Calls OpenAI's $110 Billion Funding Round 'Borderline Criminal' - Here's Why - Amazon.com (NASDAQ:AMZN)
Benzinga· 2026-02-27 19:51
George Noble, a hedge fund manager and former assistant to legendary Fidelity investor Peter Lynch, is sounding the alarm on OpenAI‘s blockbuster $110 billion fundraise — calling the deal structure “borderline criminal” and warning it “can’t end well.”Noble posted his analysis on X on Friday, shortly after OpenAI CEO Sam Altman announced the raise from Amazon.com Inc. (NASDAQ:AMZN) , Nvidia Corp. (NASDAQ:NVDA) and SoftBank Group Corp. (OTC:SFTBY) .The Numbers Behind the WarningNoble didn’t mince words on th ...
亚马逊强调“AI 宕机”为“人祸” 专家提醒共性风险
Xin Lang Cai Jing· 2026-02-27 19:29
"当平台提供具备高度自主性的Agentic AI时,应承担安全设计与风险提示义务。试图仅以用户配置失误 来豁免技术提供方责任,忽视了平台作为服务提供者在风险预防中的主体作用。"中国政法大学教授、 联合国高级人工智能咨询机构专家、《人工智能法(学者建议稿)》起草专家组牵头专家张凌寒在接受 《中国经营报》记者采访时指出,从法学和治理角度看,平台将责任完全归于"用户错误",难以完全站 得住脚。 自家AI编码助手在处理客户系统时,自主决策"删除并重建整个环境"为最优方案,并导致宕机13小时? "媒体或许可以用'核弹安全决策'作为例子,提示预防这类风险的重要性。"曾供职于某国内顶级安全机 构的前官员王安(化名)向记者表示,在当前激烈的AI竞争压力下,"几乎可以断言,还会有下一次类 似事件,甚至可能导致更具灾难性的后果"。 类似事件已非首次 据《金融时报》援引四名知情人士(包括AWS高级员工)消息,AWS工程师曾要求Kiro对系统进行优 化,后者评估后直接执行了"删除并重建"操作。而按照正常流程,Kiro需要经过两人审批才能推送变 更;涉事工程师疑似赋予其过于宽泛的权限,导致其绕过审批并直接执行。 中经记者 郝成 北京报 ...
OpenAI Raises $110 Billion to Build Global AI Infrastructure
PYMNTS.com· 2026-02-27 18:56
Funding Overview - OpenAI has raised $110 billion in new funding from Amazon, Nvidia, and SoftBank, marking one of the largest private capital raises in technology history [1][2] - The funding round includes $50 billion from Amazon, $30 billion from Nvidia, and $30 billion from SoftBank Group [2] User Base and Market Position - OpenAI now serves over 900 million weekly active users, including more than 50 million paying consumer subscribers and over 9 million business users [2] Strategic Focus - The funding is part of OpenAI's broader effort to industrialize artificial intelligence, emphasizing the need to expand compute capacity, lower inference costs, and build durable global infrastructure [3] - OpenAI is entering a phase where scaling laws, data center investment, and chip supply chains will significantly influence competitive advantage [3] Infrastructure Commitments - Amazon Web Services will become the exclusive third-party cloud provider for OpenAI's Frontier program, with potential infrastructure agreements totaling $100 billion over eight years [7] - OpenAI will utilize dedicated inference and training capacity on Nvidia's next-generation systems, increasing its reliance on specialized AI hardware [7] Future Projections - OpenAI's compute spending could approach $600 billion by 2030 as models grow larger and usage expands across consumer and enterprise markets [8] - Access to capital and long-term infrastructure agreements are becoming increasingly strategic assets in the AI race [8] Competitive Landscape - OpenAI's consumer momentum remains strong, with ChatGPT leading global consumer AI usage and higher-priced subscription tiers being rolled out to convert usage into recurring revenue streams [9] - Competition is intensifying, with Anthropic's valuation climbing to $380 billion amid increasing enterprise demand for AI systems, indicating that large language model providers are competing on research, distribution, pricing, and ecosystem partnerships [10]
UniCredit says it has dropped EU court case against ECB over Russia
Reuters· 2026-02-27 18:51
SummaryCompaniesUniCredit did not exit Russia after Ukraine war beganIt brought court case over ECB's order it quits RussiaFiled request to drop the case after interaction with ECBMILAN, Feb 27 (Reuters) - Italy's UniCredit (CRDI.MI), opens new tab in January withdrew an appeal lodged with the European Union General Court against a European Central Bank request that it exit Russia, a document published on Friday showed.The ECB formally warned UniCredit about Russia-related risks in April 2023, following up ...
A Growing Danger Investors Ignore At Their Peril
Seeking Alpha· 2026-02-27 18:46
Live Chat on The Biotech Forum sees frequent discussion of specific covered call trades. To see what covered call trades I am currently executing along with a model portfolio of attractive biotech stocks, just initiate your free trial into The Biotech Forum by clicking HERE .There are several major investor concerns around the current market. One should be valuation levels, which are exceedingly stretched, viewed from a historical lens. Tariffs are another significant worry, given tariff policies are extrem ...
OpenAI's record funding is essentially everyone against Google in the AI race
Business Insider· 2026-02-27 18:33
Core Insights - OpenAI was founded to create competition against Google in the AI sector, which Google has dominated for over 25 years [1] - OpenAI raised a record $110 billion, with significant investments from major competitors of Google [2] Investment Landscape - Amazon is investing $50 billion in OpenAI, positioning itself as a major competitor to Google in cloud computing and product search [2][3] - Nvidia has committed $30 billion to OpenAI, enhancing its competitive stance against Google in the AI chip market [6] - Microsoft remains a significant stakeholder in OpenAI, owning over 20% despite not participating in the latest funding round [8] Competitive Dynamics - Amazon's investment allows it to leverage OpenAI's technology and develop custom AI models, enhancing its cloud services [4][5] - Nvidia's partnership with OpenAI focuses on utilizing advanced computing capacity to improve AI model training and inference [7] - Microsoft continues to compete with Google across various sectors, including cloud computing and business software, with OpenAI being a strategic asset [9][10]