WS #14138
Nvidia discloses $21B SpaceX stake and $25B Intel windfall; Alphabet's SpaceX stake valued at $94B, signaling AI infrastructure investment strength. Berkshire Hathaway boosts Alphabet stake by 83% to ~$37.8B, a strong vote of confidence in Alphabet's cloud/AI growth despite negative FCF. OpenAI and Anthropic cut prices due to Chinese competition; Anthropic prepares major IPO with 2028 revenue projections of $190-200B.
Nvidia and Alphabet SpaceX stakes
Nvidia discloses $21B SpaceX stake and $25B Intel windfall; Alphabet's SpaceX stake valued at $94B, signaling AI infrastructure investment strength.
Berkshire Hathaway boosts Alphabet stake by 83% to ~$37.8B, a strong vote of confidence in Alphabet's cloud/AI growth despite negative FCF.
OpenAI and Anthropic cut prices due to Chinese competition; Anthropic prepares major IPO with 2028 revenue projections of $190-200B.