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Tesla invests $2 billion in xAI, confirms Cybercab production this year

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Tesla said it will invest $2 billion in xAI, the artificial intelligence company founded by its chief executive Elon Musk, while reaffirming that production of its Cybercab robotaxi remains on track to begin this year. The move underscores Tesla’s strategic shift from a traditional electric vehicle maker toward an AI- and autonomy-focused business model.

The investment supports Tesla’s push into self-driving technology and robotics, areas central to its long-term valuation. Management said factory investments tied to Cybercabs, humanoid robots, Semi trucks, and the Roadster will drive capital expenditures above $20 billion this year, more than double prior levels. Shares rose after the announcement but pared gains as investors weighed the scale of spending.

Tesla said it will stop selling the Model S and Model X, reallocating factory space to robotics production. While its core EV business remains under pressure from competition and pricing incentives, the company highlighted progress in margins and strong growth in its energy generation and storage segment.

Musk reiterated expectations for broader autonomous deployment, though regulatory hurdles remain for the Cybercab, which is designed without a steering wheel or pedals. Investors are watching rollout milestones closely as Tesla seeks to convert long-promised autonomy into tangible revenue.

Nvidia, Microsoft, Amazon in talks to invest up to $60 billion in OpenAI

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Major technology companies Nvidia, Microsoft, and Amazon are in discussions to invest up to $60 billion in OpenAI, according to a report by The Information. The talks highlight the growing scale of investment required to develop and operate advanced artificial intelligence models.

Nvidia, an existing OpenAI investor whose chips power many of its AI systems, is reportedly considering an investment of up to $30 billion. Microsoft, a long-term backer, is said to be in talks to invest less than $10 billion, while Amazon, which would be a new investor, is discussing a significantly larger commitment that could exceed $20 billion.

The report said OpenAI is close to receiving formal term sheets from the potential investors. Amazon’s participation may be linked to broader commercial negotiations, including expanded cloud infrastructure agreements and the sale of OpenAI products such as enterprise ChatGPT subscriptions. The talks come as OpenAI faces rising costs to train and run its models amid intensifying competition in the AI sector.

Nvidia invests $2 billion in CoreWeave to boost data center build-out

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Nvidia has invested $2 billion in CoreWeave, becoming the AI infrastructure provider’s second-largest shareholder as the two companies deepen their partnership to expand data center capacity across the United States. The announcement pushed CoreWeave’s shares up 9% in premarket trading, highlighting investor confidence in the growing demand for AI-focused cloud infrastructure.

CoreWeave is part of a group of so-called neocloud companies that supply specialized hardware and computing capacity for artificial intelligence workloads. Demand for these services has surged as enterprises accelerate AI adoption. Nvidia’s new investment is expected to help CoreWeave speed up the acquisition of land and power needed to construct large-scale data centers, with the company targeting more than 5 gigawatts of AI data center capacity by 2030.

The investment was made at a purchase price of $87.20 per share, adding roughly 23 million shares and nearly doubling Nvidia’s stake in CoreWeave. Nvidia had previously held a 6.3% stake, making it the company’s third-largest shareholder. Despite scrutiny over Nvidia’s investments in AI firms, CoreWeave said the funds would be used for data center expansion, research and development, and workforce growth, rather than for purchasing Nvidia processors.

Once a cryptocurrency miner, CoreWeave has transformed its business to focus on leasing Nvidia GPUs to technology and AI companies. CoreWeave’s chief executive said the expanded collaboration reflects strong and growing demand for Nvidia’s computing platforms across the AI ecosystem.