nvidia launches openai while amazon expands its platform

The demand for artificial intelligence infrastructure is driving significant investment across various sectors. Prologis, a major real estate investment trust, sees a substantial opportunity in building AI data centers. The company plans to develop up to 10 gigawatts of data center capacity over the next decade, a project that could require $30 billion to $50 billion in investment. This initiative aims to capitalize on McKinsey Research's prediction of a $7 trillion global investment in data centers by 2030, potentially creating $7.5 billion to $25 billion in shareholder value for Prologis.

Nvidia CEO Jensen Huang confirmed a "huge" investment in OpenAI's latest funding round, though he clarified it would be "nothing like" the reported $100 billion figure. OpenAI is seeking to raise up to $100 billion in this round, with Amazon reportedly in talks to invest $50 billion. Beyond OpenAI, Nvidia also plans to invest an additional $2 billion in CoreWeave Inc., a cloud computing provider. Meanwhile, Sandisk stock has surged 1,500 percent in the past year, fueled by high demand for AI infrastructure and a shortage of memory chips, reporting strong Q2 fiscal 2026 revenue of $3 billion.

Other tech giants are also making significant strides in AI. Microsoft offers a stable investment in AI growth, with its Azure cloud platform being crucial for AI model development; Azure and other cloud services revenue increased 40 percent year over year in Q1 fiscal year 2026. IBM reported strong fourth-quarter results driven by AI, with revenue growing 12 percent to $19.69 billion, and is making strategic acquisitions like HashiCorp. AMD aims to significantly grow its presence in the AI accelerator market, projecting a 60 percent compound annual growth rate for its data center division over the next five years.

AI is also transforming various industries. Axon Enterprise, known for public safety hardware, is shifting towards AI-powered software, acquiring emergency call handling firm Carbyne for $310 million and launching Axon 911. Companies like Netflix, Nike, and Uber Technologies are using AI in innovative ways, from enhancing visual effects and designing futuristic footwear with Nike A.I.R. to optimizing ride-sharing logistics. Furthermore, SentinelOne is deepening its focus on AI security through investments in Mesh Security and the acquisition of Prompt Security, aiming to provide automated protection for complex systems.

Key Takeaways

  • Prologis plans to invest $30 billion to $50 billion in AI data centers, aiming for 10 gigawatts capacity by 2030, capitalizing on a predicted $7 trillion market.
  • Nvidia CEO Jensen Huang confirmed a "huge" investment in OpenAI's latest funding round, while denying reports of a $100 billion investment.
  • OpenAI is seeking to raise up to $100 billion, with Amazon reportedly in talks to invest $50 billion in the company.
  • Nvidia also plans to invest an additional $2 billion in cloud computing provider CoreWeave Inc.
  • Sandisk stock surged 1,500 percent due to high demand for AI infrastructure and memory chips, reporting $3 billion in Q2 fiscal 2026 revenue.
  • Microsoft's Azure cloud platform is a key driver for AI development, with cloud services revenue increasing 40% year over year in Q1 fiscal year 2026.
  • IBM's Q4 revenue grew 12% to $19.69 billion, driven by AI, and the company is making strategic acquisitions like HashiCorp and plans for Confluent.
  • AMD aims for substantial growth in the AI accelerator market, projecting a 60% compound annual growth rate for its data center division over the next five years.
  • Axon Enterprise is expanding into AI-powered public safety, acquiring Carbyne for $310 million and launching its Axon 911 platform.
  • Companies like Netflix, Nike, and Uber are actively using AI for diverse applications, from visual effects and product design to operational optimization.

Prologis REIT sees big profits in AI data centers

Prologis, a large real estate investment trust, sees a major chance to profit from the growing need for AI data centers. Experts predict a $7 trillion investment in data centers by 2030. Prologis plans to build up to 10 gigawatts of data center capacity over the next decade. This could involve investing $30 billion to $50 billion and create $7.5 billion to $25 billion in value for its shareholders. The company uses its expertise and land to develop these highly profitable projects.

Prologis REIT targets huge profits from AI data centers

Prologis, a major real estate investment trust, sees a significant opportunity in building AI data centers. McKinsey Research predicts a $7 trillion global investment in data centers by 2030. Prologis plans to develop up to 10 gigawatts of data center capacity in the next decade. This project could require $30 billion to $50 billion in investment and potentially create $7.5 billion to $25 billion in shareholder value. The company uses its building expertise and land to meet the growing demand for AI infrastructure.

Prologis REIT poised for big gains in AI data center boom

Prologis, a leading real estate investment trust, aims to capitalize on the massive growth in AI data centers. McKinsey Research estimates a $7 trillion global investment in data centers is needed by 2030. Prologis plans to develop up to 10 gigawatts of data center capacity over the next decade. This could involve $30 billion to $50 billion in investments and generate $7.5 billion to $25 billion in value for shareholders. The company leverages its development experience and land to build these highly profitable facilities.

Nvidia CEO confirms huge investment in OpenAI

Nvidia CEO Jensen Huang confirmed a "huge" investment in OpenAI's latest funding round, calling it potentially the largest investment Nvidia has ever made. This comes after a Wall Street Journal report suggested a $100 billion plan was delayed, which Huang called "nonsense." Nvidia also plans to invest an additional $2 billion in CoreWeave Inc., a cloud computing provider. The article also mentions C3.ai Inc. and SAP SE as AI stocks, with analysts lowering price targets due to concerns about growth and competition. Hedge fund data from Q3 2025 shows these stocks are popular among funds.

Nvidia CEO clarifies OpenAI investment amount

Nvidia CEO Jensen Huang stated in Taipei that Nvidia will participate in OpenAI's current funding round with a "huge" investment. He denied reports of a $100 billion investment, saying it would be "nothing like" that amount. Huang expressed strong belief in OpenAI's work and importance. OpenAI seeks to raise up to $100 billion in this round, with Amazon reportedly in talks to invest $50 billion. The company's valuation could reach $750 billion to $830 billion.

Sandisk stock soars 1,500 percent on AI demand

Sandisk stock has surged 1,500 percent in the past year, driven by high demand for AI infrastructure and a shortage of memory chips. The company, a leader in NAND flash memory, gained market share while competitors like Samsung and SK Hynix lost some. Sandisk reported strong Q2 fiscal 2026 revenue of $3 billion, up 61 percent, with data center sales leading the way. CEO David Goeckeler expects revenue of $4.6 billion for Q3 and anticipates continued strong customer demand beyond 2026. Wall Street analysts project 156 percent annual earnings growth through June 2027.

Axon Enterprise boosts public safety with AI and acquisitions

Axon Enterprise, known for Taser stun guns and body cameras, is shifting towards AI-powered public safety software. The company acquired Carbyne, an emergency call handling firm, for $310 million in cash and stock. Axon also launched Axon 911, an AI-enabled platform designed to improve emergency call triage and coordination. These moves aim to enhance situational awareness and response times for first responders. Axon is betting heavily on artificial intelligence to transform public safety, moving beyond its traditional hardware focus.

Microsoft offers safe investment in AI growth

Microsoft offers investors a low-risk way to gain exposure to artificial intelligence. Its Azure cloud platform is crucial for training and developing AI models, with Azure and other cloud services revenue increasing 40 percent year over year in Q1 fiscal year 2026. Microsoft is also adding AI capabilities to its enterprise tools, strengthening its core business. The company is highly diversified, with strong segments like Windows, Xbox, and LinkedIn, ensuring its business remains strong even if AI growth slows. This makes Microsoft a stable choice for AI investment.

IBM stock rises as AI drives strong growth

IBM shares increased after the company reported strong fourth-quarter results, driven by artificial intelligence. Its revenue grew 12 percent to $19.69 billion, beating analyst estimates, and adjusted earnings per share rose 15 percent to $4.52. IBM's Z17 platform now processes 50 percent more AI inference operations daily. The company is also making strategic acquisitions like HashiCorp and plans to acquire Confluent to become a leader in agentic AI. IBM projects its 2026 revenue to climb more than 5 percent, showing continued confidence in its AI and quantum computing advancements.

Top companies use AI in creative ways

Netflix, Nike, and Uber Technologies are using artificial intelligence in innovative ways to boost their businesses. Netflix uses generative AI to enhance visual effects in shows like "Happy Gilmore 2" and improve ad targeting. Nike launched Nike A.I.R. in April 2024, a project where generative AI helps design futuristic footwear with top athletes. Uber Technologies leverages AI to match riders with drivers, optimize pricing, and find efficient routes, and its Uber AI Solutions division offers AI and data tools to enterprise customers. These companies demonstrate forward-thinking approaches to AI adoption.

AMD aims for big growth in AI market

AMD aims to significantly grow its presence in the artificial intelligence accelerator market, currently dominated by Nvidia. The company's management believes changes in its product ecosystems will drive a comeback, especially in 2026. AMD plans for its data center division to expand at a 60 percent compound annual growth rate over the next five years. In Q3, AMD's data center revenue increased by 22 percent year over year. Investors await the Q4 results on February 3 for more insights into AMD's competitive position against Nvidia and Broadcom.

SentinelOne expands AI security with new deals

SentinelOne, known for its AI-driven security platform, is deepening its focus on AI security through new investments and acquisitions. The company provided funding to Mesh Security and acquired Prompt Security. These moves aim to enhance automated protection for complex systems and rising AI usage in businesses. SentinelOne's S Ventures gains insight into tool consolidation, while Prompt Security adds a real-time governance layer for AI agent commands. This strategy positions SentinelOne to differentiate its platform against competitors like CrowdStrike and Palo Alto Networks.

Sources

NOTE:

This news brief was generated using AI technology (including, but not limited to, Google Gemini API, Llama, Grok, and Mistral) from aggregated news articles, with minimal to no human editing/review. It is provided for informational purposes only and may contain inaccuracies or biases. This is not financial, investment, or professional advice. If you have any questions or concerns, please verify all information with the linked original articles in the Sources section below.

Artificial Intelligence AI Data Centers AI Infrastructure AI Investment AI Stocks AI Security Generative AI AI Accelerators AI in Public Safety Cloud Computing Enterprise AI Memory Chips NAND Flash Memory Quantum Computing Acquisitions Revenue Growth Stock Performance Competition Real Estate Investment Trust Prologis Nvidia OpenAI Sandisk Axon Enterprise Microsoft IBM Netflix Nike Uber Technologies AMD SentinelOne Public Safety Cybersecurity

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