AI Investment, Funding, and Capital Markets

Covers equity raises, dilutions, capex spending, IPO plans, and financial health of AI companies (e.g., OpenAI, Anthropic, Alphabet). Includes market reactions to AI investment announcements.

Is NVIDIA's Biggest Customer Also Its Greatest Threat?

Anthropic drives massive GPU demand, but its push for alternative chips and regulatory baggage could undermine NVIDIA's outlook.

By KAPUALabs

/ 15 Jul 2026

Is NVIDIA's Biggest Customer Also Its Greatest Threat?

OpenAI IPO: The Bull and Bear Case for an $852 Billion AI Giant

Runaway revenue growth vs. $21 billion annual losses—can the firm achieve profitability before its cash runs out?

By KAPUALabs

/ 13 Jul 2026