WS #14073
OpenAI's $40B revenue run rate and Nvidia's $500B AI financing initiative with Goldman Sachs signal continued AI infrastructure boom. Apple proposes 15% link-out commission, iPhone 18 lineup leaks, and China AI partnership with Alibaba—mixed regulatory and product signals.
AI infrastructure and OpenAI IPO
OpenAI's $40B revenue run rate and Nvidia's $500B AI financing initiative with Goldman Sachs signal continued AI infrastructure boom.
Apple proposes 15% link-out commission, iPhone 18 lineup leaks, and China AI partnership with Alibaba—mixed regulatory and product signals.