OpenAI is reportedly exploring a new funding round that could reach up to $100 billion, with Nvidia negotiating as much as $30 billion and Microsoft contributing close to $10 billion.

Amazon could invest more than $10 billion, potentially surpassing $20 billion depending on parallel commercial agreements, which would expand OpenAI’s cloud presence on AWS and enable Amazon to sell OpenAI products.

Microsoft may participate with an investment of under $10 billion, around €8.3 billion, as part of the broader funding discussions.

The Information is the primary source for the reporting, with context about OpenAI and its leadership under Sam Altman.

Industry watchlists highlight themes like upcoming Apple earnings, US producer price index releases, and sector winners in breweries, copper, and property services.

China’s regulators removed the monthly 'three red lines' requirement for developers, signaling a wind-down of deleveraging rules and a potential rally in onshore property developers.

ByteDance’s Doubao phone assistant aims for a full release by mid-to-late 2026, targeting a system-level AI experience to compete with Siri and Gemini and signaling higher AI shipping expectations.

The report also notes sponsor posts and podcasts as part of tech media monetization and partnerships, separate from the core funding news.

Alibaba’s Pingtouge unveiled the Zhenwu 810E AI chip with 96GB HBM2e and 700GB/s bandwidth, deployed in large-scale clusters to bolster Alibaba Cloud’s AI competitiveness and reduce foreign chip dependence.

Robinhood is pushing for retail access to the SpaceX IPO and seeking a core retail bookrunner role to boost platform traffic and its brokerage position.

Overall, the market suggests that AI development will hinge as much on large capital commitments as on technical breakthroughs, with OpenAI at the center of this high-stakes race.

Context on the involved companies’ broader AI strategies and potential implications for OpenAI’s funding landscape is provided.