OpenAI's Historic $100B Funding Round: NVIDIA, Amazon Lead AI Investment Surge | February 1, 2026

📋 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.”

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Big Tech AI Earnings Shock Markets: Meta $135B Spend, Microsoft Loses $357B, OpenAI IPO Plans | January 31, 2026

📋 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.