SoftBank has lost more than $100 billion in market capitalization since late October following its significant investment in OpenAI and the sale of its Nvidia holdings. The company's shares dropped approximately 40%, wiping out over ¥16 trillion in market value. SoftBank faces a $22.5 billion payment to OpenAI in December as part of its $32 billion commitment.

OpenAI has committed to $288 billion in cloud computing contracts with Microsoft and Amazon, securing 36 gigawatts of capacity, according to HSBC analysis. The firm projects the company will need to raise an additional $207 billion by 2030 to cover costs, even after accounting for projected revenues and existing financing options. Only one-third of the contracted capacity is expected to become operational by 2030, though payment obligations remain in effect regardless of deployment timelines.

Artificial intelligence infrastructure investment drove approximately 50% of inflation-adjusted GDP growth during the first six months of 2025. Microsoft, Amazon, Alphabet, and Meta are expected to spend $344 billion on capital expenditures in 2025, equivalent to 1.1% of GDP. Stock price appreciation in AI-related companies added an estimated $180 billion to consumer spending over the past year through wealth effects, according to JPMorgan Chase analysis.

The White House is discussing whether to allow Nvidia to export H200 AI chips to China, Bloomberg reported. The H200 offers greater performance than the currently permitted H20 model but remains based on older Hopper architecture, while the advanced Blackwell series stays banned. Treasury Secretary Scott Bessent suggested advanced chips might gain approval once superseded by newer technology, even as Congress prepares legislation to block all advanced chip exports to China.

Constrained capacity investment, supply chain shifts, and Nvidia's pivot to LPDDR technology have triggered a memory supercycle. TrendForce projects Q4 pricing will rise 75% year-over-year. DDR4 and DDR5 module costs have surged 130–180% over 18 months, data show.

AI startup Anthropic will invest $50 billion to build data center infrastructure across the United States, partnering with Fluidstack to launch initial facilities in Texas and New York City in 2026. The announcement comes amid growing debate over whether massive AI capital commitments reflect transformational growth or an overheated market. Industry observers note widening gaps between investment levels and revenue generation across the sector.

Nvidia reported third-quarter revenue of $57.01 billion and earnings per share of $1.30, both exceeding analyst expectations. The chipmaker projected fourth-quarter revenue of $65 billion, surpassing the $62 billion consensus estimate. Tech stocks rallied in after-hours trading, while Bitcoin recovered from $89,000 to approximately $92,000.

Elon Musk's artificial intelligence startup xAI is seeking $15 billion in new equity funding at a $230 billion valuation, according to The Wall Street Journal. The proposed valuation represents a significant increase from the $113 billion figure disclosed in March. The funding will support data-center expansion and model development as xAI works to close the performance gap with competitors.