Uber has exhausted its annual AI budget four months into 2026 and is questioning the returns on its investments. The company's president, Andrew Macdonald, stated there is no clear connection between increased token consumption for Claude Code and the delivery of more useful features to consumers.

Sierra has raised $950 million in funding, led by Tiger Global and GV, achieving a valuation of over $15 billion. The company plans to invest over $1 billion to establish itself as the global standard for AI-driven customer experience transformation, currently serving over 40% of Fortune 500 companies.

Google plans to invest up to $40 billion in Anthropic, with an initial $10 billion at a $350 billion valuation. The investment will support Anthropic's computing needs and is contingent on performance targets after the release of its latest model, Mythos.

Google will invest $10 billion in Anthropic PBC, with an additional $30 billion potentially to follow. Anthropic is currently valued at $350 billion, which is consistent with its valuation from a funding round in February.

Fin Moorhouse@finmoorhouse翻訳を表示The hyperscalers have already outspent the most famous US megaprojects午前9:18 · 2026年4月17日1601,2637,4122,138160件の返信を読む

OpenAI shares are nearly unsellable on secondary markets as institutional investors seek to unload $600 million in holdings. In contrast, demand for Anthropic equity has surged, valuing the company at approximately $600 billion, driven by its focus on profitable enterprise clients.

OpenAI has raised $110 billion in private funding, marking one of the largest funding rounds in history. The investment includes $50 billion from Amazon and $30 billion each from Nvidia and SoftBank, with a pre-money valuation of $730 billion.

OpenAI is now targeting approximately $600 billion in total compute spending by 2030, a reduction from the previously mentioned $1.4 trillion. The company aims to provide a more defined timeline for its spending amid concerns about the sustainability of its expansion plans.

Goldman Sachs reports that AI contributed "basically zero" to U.S. economic growth last year. Tech companies, including Meta, Amazon, Google, and OpenAI, are projected to invest approximately $700 billion this year in new data centers for AI model training and operation.

OpenAI is in a funding round projected to raise nearly $100 billion, with a valuation target of $850 billion. Key investors include Microsoft, Amazon, Nvidia, and SoftBank, with Amazon potentially investing up to $50 billion.