Browsing: Bets

Add to Google Preferred Sources Salesforce spent a record $27 billion on stock buybacks in a single quarter, including $25 billion in accelerated repurchases funded by newly issued debt, as CEO Marc Benioff pushes back against Wall Street’s fears that AI will disrupt the software-as-a-service industry. The stock remains down more than 25% in 2026…

Nvidia is investing $3 billion in Lancium to address AI’s increasing demands on power infrastructure. This move, along with AWS’s focus on CPU efficiency and Jeff Dean’s departure from Google, is indicative of the growing pressures on AI infrastructure. These shifts are reshaping how enterprises approach their procurement strategies in the technology sector.

The International Finance Corporation’s US$25 million equity investment in Jumia Technologies AG is more than a financing deal for an e-commerce company. It represents a bet on digital commerce infrastructure as a tool for connecting African small businesses with larger markets, while strengthening logistics, distribution and employment networks around online trade.

The controversy-plagued hedge fund Situational Awareness just dropped $400 million into chip startupructure bets despite mounting scrutiny. The investment marks one of the largest semiconductor plays this year and shows the fund’s continued conviction in the AI hardware race, even as questions swirl about its operations and strategy

(Bloomberg) — Early last year, venture capital firm Felix Capital set out to raise $600 million for its next fund, touting previous investments in fitness-machine maker Peloton Interactive Inc. and food-delivery service Deliveroo. But investors want to see returns from older funds before they commit new capital, and Felix is still $150 million short of…