📋 Quick Takeaways

• NVIDIA CEO Jensen Huang announces “largest investment ever” in OpenAI’s $100 billion funding round at $830B valuation
• Amazon in talks to invest up to $50 billion in OpenAI, potentially becoming the largest single contributor
• China approves DeepSeek, ByteDance, Alibaba, Tencent to purchase 400,000+ NVIDIA H200 chips
• Meta surges 8%+ after Q4 earnings, announces $115-135 billion AI capex for 2026
• Big Tech combined AI capex projected at $505 billion for 2026, up from $366B in 2025
• OpenAI preparing Q4 2026 IPO that could value company at $1 trillion

💰 Historic AI Funding & Investments

NVIDIA Announces “Largest Ever” Investment in OpenAI’s $100B Funding Round

Breaking News: NVIDIA CEO Jensen Huang confirmed on January 31 that the company will participate in OpenAI’s current funding round, describing it as potentially “the largest investment we’ve ever made.”

📋 Quick Takeaways

• Meta announces unprecedented $115-135 billion AI capex for 2026, nearly doubling 2025 spending as it pursues “superintelligence”
• Microsoft loses $357 billion in market value after Azure growth slows to 39%, the second-largest single-day loss in U.S. history
• OpenAI targeting Q4 2026 IPO at potential $1 trillion valuation despite not expecting profitability until 2030
• Amazon in talks for $50 billion OpenAI investment, threatening Microsoft’s exclusive partnership
• Tesla confirms Optimus robot production timeline for end of 2026, discontinuing Model S/X to free factory space
• Anthropic engineers report 100% AI-written code, signaling major shift in software development paradigm

🏢 Big Tech Earnings & AI Infrastructure

Meta Announces Record $115-135 Billion AI Infrastructure Spending for 2026

Unprecedented Investment: Meta Platforms revealed the most aggressive AI infrastructure spending plan in corporate history during its Q4 2025 earnings call, forecasting capital expenditures between $115 billion and $135 billion for 2026—nearly double the $72 billion spent in 2025.

📋 Quick Takeaways

• Meta announces $115-135 billion AI CapEx for 2026—nearly double 2025 spending—while beating Q4 earnings expectations with $59.9B revenue
• Nvidia, Microsoft, and Amazon in talks for $60B OpenAI investment as part of potential $100B funding round at $750-830B valuation
• Microsoft stock plunges 10% after Azure growth slows to 39% and guidance points to further deceleration
• Tesla invests $2B in Elon Musk’s xAI and discontinues Model S/X to make room for Optimus robot production
• Google launches Gemini 3-powered “Auto Browse” AI agent in Chrome for autonomous web task execution
• China approves Nvidia H200 chip purchases as geopolitical AI tensions continue

💰 Record AI Infrastructure Investments

Meta Announces $115-135 Billion AI CapEx for 2026

Landmark Spending Commitment: Meta delivered blockbuster Q4 2025 earnings on January 29, beating expectations with $59.9 billion in revenue and $8.88 EPS, while unveiling an unprecedented AI infrastructure investment plan.

📋 Quick Takeaways

• OpenAI announces $1.4 trillion AI expansion plan following Microsoft restructuring deal, targeting 30 gigawatts of computing power
• Microsoft reports record $34.9 billion AI capital expenditure, 74% year-over-year increase focused on data centers and Nvidia chips
• Alphabet achieves first-ever $100 billion quarterly revenue with 16% growth driven by AI investments across Google Cloud and Search
• Apple beats Q4 expectations with strong iPhone 17 demand despite supply constraints, optimistic holiday forecast
• OpenAI, Oracle, and Related Digital launch Stargate data center in Michigan, expanding AI infrastructure partnerships
• Meta raises $30 billion through bond offerings while stock plunges on AI spending concerns
• Harvey raises $150M at $8B valuation for AI-powered legal platform, led by Andreessen Horowitz

🚀 AI Infrastructure & Investment Mega-Deals

OpenAI Unveils $1.4 Trillion AI Expansion Vision Following Microsoft Restructuring

Historic Restructuring: Following a landmark restructuring deal with Microsoft announced on October 29, OpenAI CEO Sam Altman unveiled plans to develop 30 gigawatts of computing power at an estimated cost of $1.4 trillion, marking one of the most ambitious technology infrastructure projects ever conceived.