AI investment– tag –
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DeepSeek reportedly raises about $15 billion two days after U.S. government agencies ordered to remove it
Two days after U.S. government agencies were ordered to remove DeepSeek technology, the company was reported to have raised about $15 billion. We examine how regulation and investment capital are moving in tandem, alongside DeepSeek’s previous fundraising and developments at other Chinese AI companies. -
Meta’s July–September revenue rises 26% as it continues massive AI investment
In results announced on the 21st, U.S. company Meta reported revenue of $64.601 billion for the three months through September, up 26% from a year earlier. The company is expected to continue massive investment in areas including AI. We look at what these two facts—revenue growth and continued investment—tell us about growth in the AI era. -
SpaceX swings to profit in July–September quarter, driven by rentals of AI computing infrastructure
U.S. company SpaceX has reported results for the July–September quarter of 2026. Revenue rose 2.6 times from a year earlier to $14.575 billion, and the company swung to a net profit of $4.4 billion. Most of the AI division that supported revenue growth came from equipment rentals. We examine the results alongside the investment burden behind that growth. -
Germany to quadruple AI computing capacity, China establishes state-owned data company as competition shifts to building foundations
In a speech to investors, German Chancellor Merz set a goal of quadrupling the country’s AI computing capacity by 2030. Also on the 20th, China established a state-owned company focused on data, underscoring the different policy approaches supporting the AI race.
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