Core Viewpoint - Nvidia is reportedly finalizing a $30 billion investment in OpenAI, which is part of a larger $100 billion funding round aimed at significantly increasing OpenAI's valuation to $830 billion [2][3]. Group 1: Investment Details - Nvidia's investment of $30 billion is expected to be used primarily for purchasing Nvidia chips, raising concerns about the circular nature of the deal [4][5]. - The investment is part of OpenAI's broader strategy to secure $100 billion in funding from multiple sources, including SoftBank and Amazon [3]. Group 2: Financial Projections - OpenAI is projected to incur a loss of $14 billion in 2026, despite expectations of revenue soaring to $100 billion by 2029 [7][9]. - Nvidia, as of February 2026, holds a market capitalization of nearly $4.6 trillion, significantly surpassing Apple by approximately $700 billion [9]. Group 3: Market Sentiment - The ongoing investment and the scale of funding have led to speculation about the sustainability of the AI bubble, with critics questioning the actual demand for such large investments [8]. - The perception of the AI industry has been negatively impacted by issues such as RAM shortages, which have been exacerbated by OpenAI's operational strategies [8].

>> THIS IS BLOOMBERG TECH. COMING UP, OPENAI IS CLOSE TO FINALIZING THE FIRST PHASE OF A NEW FUNDING ROUND THAT COULD BRING IN MORE THAN 100 BILLION DOLLARS. MARK ZUCKERBERG TESTIFIED IN A LANDMARK SOCIAL MEDIA TRIAL AND SAID IT IS VERY DIFFICULT TO ENFORCE INSTAGRAMMED'S AGE LIMITS.THE DOJ IS TAKING A CLOSER LOOK AT A POTENTIAL IMPACT OF THE SALE OF WARNER BROS. DISCOVERY ON THEATER CHAINS. WE WILL GET THE REACTION FROM NETFLIX CO-CEO TED SARANDOS AT 12:30 P.M. EASTERN RIGHT HERE ON BLOOMBERG. LET'S GET TO ...

To ensure this doesn’t happen in the future, please enable Javascript and cookies in your browser.If you have an ad-blocker enabled you may be blocked from proceeding. Please disable your ad-blocker and refresh. ...

SoftBank to spend an eye-popping $33B to build huge U.S. gas power plant https://t.co/0TU7RxcCyM ...

Core Viewpoint - SB Energy, a subsidiary of SoftBank, is planning to construct a 9.2 gigawatt natural gas-fired power plant on the Ohio-Kentucky border, which would be the largest in the U.S. and capable of powering approximately 7.5 million homes [1] Group 1: Project Overview - The estimated cost of the project is $33 billion, making it more expensive than recent natural gas-fired power plants [2] - It remains uncertain who will finance the project, although traditionally, rate-payers have borne the costs of new generating capacity [2] Group 2: Partnership and Purpose - SB Energy is collaborating with OpenAI on the Stargate project, but it has not clarified whether the new power plant will supply power directly to the grid or specifically to data centers [3] - OpenAI and SoftBank are currently developing a "proof of concept" data center at the former Lordstown automotive assembly plant [3] Group 3: Environmental Impact - The construction of such a large power plant is expected to take years, potentially up to a decade, especially considering the shortage of natural gas turbines [4] - If completed, the plant could emit around 15 million metric tons of carbon dioxide annually, and when factoring in methane leaks from the natural gas supply chain, the environmental impact could be significantly worse [4]

Market Overview - Asian shares ended mostly higher, supported by easing AI concerns and positive U.S. economic data, despite thin trading volumes due to Lunar New Year holidays in China, Hong Kong, and Taiwan [1] - The dollar remained firm, while gold prices rose above $5,000 an ounce amid reports of potential U.S. military strikes against Iran [2] - Oil prices extended gains after a more than 4% increase on Wednesday [2] Japan - The Nikkei average increased by 0.57% to 57,467.83, and the broader Topix index rose by 1.18% to close at 3,852.09, driven by tech stocks [3] - SoftBank and Tokyo Electron saw gains of 2.6% and 2.9%, respectively, while Advantest fell by 3.6% due to a ransomware cybersecurity incident [3] South Korea - The Kospi average surged by 3.09% to 5,677.25, marking a record high as traders returned from the Lunar New Year holiday [4] - Major semiconductor stocks led the gains, with Samsung Electronics up 4.9%, SK Hynix up 1.6%, and Hyundai Motor up 2.8% [4] Australia - Australian markets reached a four-month high, with the benchmark S&P/ASX 200 jumping 0.88% to 9,086.20, marking a fourth consecutive session of gains [6] - National Australia Bank rose by 2.4% following strong quarterly results, while BHP increased by 1.8% after reporting higher earnings and revenue for the half-year ended December 31, 2025 [6] New Zealand - New Zealand's S&P/NZX-50 index ended up 1.49% at 13,444.20 after a dovish hold from the Reserve Bank of New Zealand [7] U.S. Economic Data - U.S. industrial production growth for January exceeded market expectations, while new orders for manufactured durable goods declined less than expected in December [8] - Housing starts reached a five-month high, contributing to positive sentiment in the tech sector, particularly following Meta's announcement to deploy millions of Nvidia chips [8]

RT MSB Intel (@MSBIntel)🚨 ABSOLUTELY SURREAL.OPENAI IS ABOUT TO RAISE $100 BILLION IN A SINGLE FUNDING ROUND.THE TOTAL VALUATION WILL EXCEED $850 BILLION.THE INVESTORS? MICROSOFT, AMAZON, NVIDIA, AND SOFTBANK.THEY ARE POOLING THE EQUIVALENT OF A NATIONAL GDP JUST TO SECURE AI INFRASTRUCTURE THROUGH 2030.THIS IS NO LONGER VENTURE CAPITAL. THIS IS A GLOBAL ARMS RACE. ...

Core Insights - OpenAI is nearing the completion of a funding round that could exceed $100 billion, marking a record-breaking financing deal aimed at enhancing its artificial intelligence tools [5] - The overall valuation of OpenAI, including the anticipated funding, may surpass $850 billion, which is an increase from the previously expected $830 billion [5] - The pre-money valuation of OpenAI is reported to be $730 billion [5] Funding Details - The initial phase of the funding will primarily involve strategic investors such as Amazon, SoftBank, Nvidia, and Microsoft, with potential commitments nearing $100 billion if investments are made at the higher end of discussions [1][5] - Amazon is expected to invest up to $50 billion, SoftBank up to $30 billion, and Nvidia around $20 billion, with funds anticipated to be disbursed in multiple tranches throughout the year [3][5] - The subsequent phase of the funding will include venture capital firms, sovereign wealth funds, and other financial investors, which may significantly increase the total fundraising amount [2][5] Strategic Partnerships - As part of its collaboration with Amazon, OpenAI plans to enhance its utilization of Amazon's chips and cloud computing services [4][5]

Core Insights - KDDI Corporation reported a revenue of approximately $9.8 billion for the period ending February 18, 2026, which was slightly below the estimated $10.1 billion [1][6] Financial Metrics - The company has a price-to-earnings (P/E) ratio of 35.14, indicating a relatively high valuation compared to its earnings, reflecting investor confidence in future growth prospects [2][6] - KDDI's price-to-sales ratio stands at 2.27, showing the market value relative to its sales, suggesting that investors are paying a premium for each dollar of sales [3] - The enterprise value to sales ratio is 3.23, indicating that KDDI is valued higher than its sales alone might suggest [3] - The enterprise value to operating cash flow ratio is 10.65, which is crucial for assessing the company's ability to generate cash to cover debts and fund operations [4] - KDDI's earnings yield is approximately 2.85%, representing the percentage of each dollar invested that was earned by the company [4] Legal Challenges - KDDI faces potential legal challenges as law firms have announced investigations into possible violations of federal securities laws or other unlawful business practices by the company or its senior management [5][6] - The investigations are based on allegations that KDDI may have disseminated materially misleading business information to the public [5]

Group 1: Nvidia's Stake in Arm - Nvidia sold its stake in Arm, which it had held since 2023, amounting to 1.1 million shares valued at $155.8 million as of the end of Q3 2024 [2] - Nvidia's initial investment in Arm was part of a group of strategic investors that collectively purchased $735 million of Arm shares during its IPO in 2023 [3] - The acquisition bid by Nvidia for Arm, valued at $40 billion, fell through in 2022 due to regulatory challenges [3] Group 2: Arm's Market Performance - Arm's market capitalization is approximately $135 billion, with a reported 26% year-on-year sales increase to $1.24 billion in its fiscal third quarter [4][6] - Analysts at Morgan Stanley noted Arm's earnings report indicated "AI project momentum" and high operational expenditures, suggesting long-term demand [6] - Despite a slight beat on guidance, Arm's shares dropped in after-hours trading following the earnings announcement, although the stock is up 16% year-to-date [6] Group 3: Ongoing Relationship Between Nvidia and Arm - Nvidia retains a 20-year license with Arm, with CEO Jensen Huang affirming continued support as a licensee [5] - Nvidia's Grace CPUs, which are based on Arm technology, highlight the ongoing collaboration between the two companies [5]