Marcel

@marcellarsen_

Investor | AI infrastructure, semis & growth software | Deep dives on what I own. Largest: $NBIS $IREN $ZETA | Long-term holder | Not financial advice

following
followers

Microsoft reportedly recorded $10 billion in revenue from OpenAI in fiscal Q1

Techmeme, citing TechCrunch, says Microsoft had $7.2 billion in outstanding receivables from OpenAI.

12 Sources, 12d ago, first seen 12d ago

Technology

Meta reportedly seeks up to ~$95B for AI infrastructure as Nvidia invests $3B

A roundup citing Reuters says Nvidia is investing $3B in Meta, deepening a partnership around Muse and AI models.

4 Sources, 10d ago, updated 10d ago

Featured in

Microsoft reportedly recorded $10 billion in revenue from OpenAI in fiscal Q1

Meta reportedly seeks up to ~$95B for AI infrastructure as Nvidia invests $3B

Featured in

Microsoft reportedly recorded $10 billion in revenue from OpenAI in fiscal Q1

Meta reportedly seeks up to ~$95B for AI infrastructure as Nvidia invests $3B