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OpenAI CEO Sam Altman. Todd Owyoung/NBC/Getty Images.
The Briefing

AI’s Dealmaking Frenzy

By Martin Peers · Jan 29, 2026 5:00pm PST
AI’s insatiable need for cash is proving to be a dream for dealmakers. Our scoop from Wednesday night that OpenAI was in talks to raise as much as $60 billion from Nvidia, Microsoft and Amazon was followed by a Wall Street Journal report today that Amazon alone might put in $50 billion. Meanwhile, Reuters reported on Thursday that Elon Musk was... AI’s insatiable need for cash is proving to be a dream for dealmakers. Our scoop from Wednesday...
Sundry Photography/Getty Images
Dealmaker

A SpaceX Merger Would Reward Musk Loyalists

By Katie Roof · Jan 29, 2026 4:05pm PST · 1 comment
Before we get into today’s news, check out a string of scoops from my colleague Sri on the rivalry between OpenAI and Anthropic. OpenAI, she reported last night, is talking to Nvidia, Amazon, Microsoft about raising up to $60 billion to fill out its $100 billion fundraising, which would widen its funding lead over rival Anthropic. But Anthropic... Before we get into today’s news, check out a string of scoops from my colleague Sri on the...
Microsoft Commercial CEO Judson Althoff. David Paul Morris/Bloomberg.
Applied AI

Microsoft Reveals It’s the No. 2 Seller of AI Apps Behind OpenAI

By Aaron Holmes · Jan 29, 2026 10:30am PST · 5 comments
Microsoft’s slightly-slowing growth in cloud server rentals cast a pall over its quarterly earnings report on Wednesday, but the company had a salve to numb that sting: It’s generating significant revenue from AI software subscriptions.During its earnings call, CEO Satya Nadella revealed one of the most hotly anticipated figures investors and... Microsoft’s slightly-slowing growth in cloud server rentals cast a pall over its quarterly...
Lambda Labs CEO Stephen Balaban. Screenshot via YouTube
Exclusive

Nvidia-Backed Cloud Provider Lambda in Talks to Raise $350 Million Ahead of IPO

By Cory Weinberg, Aaron Holmes, Valida Pau and Katie Roof · Jan 8, 2026 4:10pm PST
Lambda, an upstart cloud provider that rents out Nvidia AI chips—and whose biggest customer was recently Nvidia itself—is trying to raise at least $350 million before a potential initial public offering this year, according to a person familiar with the discussions. Mubadala Capital, which manages money for the United Arab Emirates... Lambda, an upstart cloud provider that rents out Nvidia AI chips—and whose biggest customer...
Sikander Rashid, Brookfield Asset Management's global head of AI infrastructure. Cyril Marcilhacy/Bloomberg via Getty Images.
Exclusive

Brookfield to Start Cloud Business to Lower Cost of AI

By Miles Kruppa · Dec 31, 2025 6:00am PST
Private-equity firm Brookfield is starting its own cloud business, going up against tech giants like Amazon by arguing it can bring down the costs of developing AI. The firm, which has long invested in infrastructure and energy, is becoming the first major investment firm to try to lease chips inside data centers directly to developers, rather... Private-equity firm Brookfield is starting its own cloud business, going up against tech giants...