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Lead Story

Investors See AI Slowdown as a Temporary Step

Calls to slow AI development may create near-term uncertainty for markets, but BMO Capital Markets’ Jennifer Lee is on Bloomberg This Weekend and says the technology’s infrastructure, investment and demand are unlikely to reverse course. She says concerns about jobs, data centers and profitability could temper the pace of growth, even as labor shortages and the push for automation keep AI’s longer-term economic expansion intact. (Source: Bloomberg)

Bloomberg AI1:41 PMHeat 87
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The Decoder / 8:11 AM

OpenAI's new Agents API gives developers the infrastructure behind Codex and ChatGPT

OpenAI is releasing the Agents API as a public beta. It lets developers build cloud agents that run autonomously for hours, execute code, and hand off tasks to sub-agents. There are no extra fees beyond token usage. Cloudflare, Vercel, and Oracle offer additional sandbox environments. The article OpenAI's new Agents API gives developers the infrastructure behind Codex and ChatGPT appeared first on The Decoder .

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The Information AI / 7:54 PM

Inside Blackstone’s Bid to Rule Over AI Financing

In May, Blackstone unveiled a new joint venture with Google that revolved around a big number: The Wall Street giant was promising to spend $5 billion to buy 500 megawatts’ worth of Google’s tensor processing units, and it said it would use the chips in a new company that would deliver computing power to leading AI firms. Four months later, Blackstone’s plans have only gotten larger, according to a person with knowledge of the effort. Blackstone actually anticipates buying many more TPUs—several “multiples” beyond the originally announced figure, the person said. In other words, Blackstone is likely to commit tens of billions of dollars to securing multiple gigawatts of AI chips. Blackstone declined to comment on exactly how many more TPUs it’ll buy. Jas Khaira, the leader of a Blackstone team dubbed N1 that is leading the company’s push into AI investments, said in an interview that the firm’s “biggest conviction bet continues to be compute.” The company, he said, views the infrastructure build-out as something that will be bigger than a simple technology cycle. “This is definitely more akin to an industrial revolution,” he said.

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The Information AI / 4:10 PM

Why AI Companies Are Building Out Wall Street-Style Finance Teams

The financing boom for the AI build-out is getting bigger and more complicated by the day—and AI companies have been staffing up for the challenge. AI labs including OpenAI and Anthropic, as well as neoclouds such as Nscale, are among a growing number of AI companies building out their capital markets teams and hiring specialists in areas like structured finance. That in part reflects the sheer volume of deals these companies are doing, many of which don’t fit neatly into standard corporate debt. This in-house staff can help when it comes to negotiating with lenders and drilling down into construction, power and other key details. Of course, tech and data center companies have long had in-house teams to handle fundraising, deals and other corporate finance needs. And structured finance is nothing new to the infrastructure world. But the scale of the AI build-out, which bankers peg at around $7.5 trillion in spending over the next five years, has pulled relatively young labs and upstart cloud firms into financing arrangements that are new territory. That means finance professionals, from bankers to investors at private equity, private credit and infrastructure firms, have more options in the form of neoclouds and other AI infrastructure startups, some of which are offering significant pre–initial public offering equity. “It's a new avenue for these people,” said James Howl-Newton, founder of Futura Search Partners, a specialist search firm focused on areas including digital infrastructure finance. As a result, “sponsors are having to deal with additional routes to exits for top performers,” he said. AI companies and infrastructure providers are tapping financing frequently and across different instruments, requiring deeper in-house capabilities and expertise than young tech firms have typically needed. One executive overseeing finance hiring at a neocloud noted that leveraged and structured finance backgrounds bring expertise that can help in areas like working through project diligence and getting banks to sign off on deals. Some AI firms may also want to run their own project finance models so they can move quickly through negotiations and have something to compare to lenders’ models. AI companies aren’t always issuing the debt themselves—that can fall to data center developers or special purpose vehicles, with firms like Blackstone and Apollo providing or arranging chip and other financing. And some of the biggest AI deals are using backstops from investment-grade companies like Nvidia or major cloud providers. Even so, commitments from AI customers often underpin much of the borrowing. And the users of the infrastructure will want to understand what they’re signing up for and their risks if a project runs into trouble. “Hiring of people within that business, responsible for the financing of compute, could prove to be an existential decision,” said Dan McCarthy, founder and CEO of One Search, an executive search firm focused on infrastructure finance whose recent clients include OpenAI. “You want someone who knows where all the pitfalls are, where all the bodies are buried in multibillion-dollar loans.” OpenAI, for its part, in July named Sven Semmelmann as head of compute capital markets. He previously led structured finance at Generate Capital, an investment firm that finances and owns infrastructure projects, and he has also held project finance roles at major banks. OpenAI Chief Financial Officer Sarah Friar, when announcing the hire on LinkedIn, said Semmelmann would oversee financing and partnerships to grow the company’s compute resources. Anthropic, meanwhile, has made several finance hires recently to work on capital markets and compute deals, and also has open positions posted including a capital markets infrastructure financing role. AI infrastructure upstarts are staffing up as well. Nscale, which launched in 2024 and is gearing up for a potential IPO , has been hiring across levels for capital markets and treasury as well as legal roles, calling for experience in areas like structured finance and private credit. SB Energy and Crusoe, which are developing major new data centers for OpenAI and other customers, are hiring across levels for jobs focused on project financings and other structured deals, recent postings show, while AI infrastructure startup Fluidstack is hiring a structured finance lead and a more junior counterpart. The good news for AI companies is that private credit and infrastructure teams, as well as investment banking teams focused on structured or project finance, had been growing even prior to the AI boom, providing a pool of skills that could translate into new twists on structured finance, like big graphics processing unit–backed deals. But that kind of finance talent doesn’t come cheap, especially for more senior people who have a track record of working on large transactions. And the normal tech tactic of dangling stock to lure talent won’t necessarily do the trick in all cases, especially for the most seasoned dealmakers and investors. Financiers would have to weigh a cash-heavy Wall Street pay package, albeit one that can depend heavily on how good bonus season is, against betting a portion of their pay on stock in a private or newly public company. Managing directors in investment banking can make north of $1 million in cash a year, with the biggest rainmakers making considerably more. The part of pay they get in stock at big public banks may vest over a few years but is generally easy to sell after that. For people at big infrastructure or private credit firms, senior employees may also receive carried interest, meaning a share of the profits on the funds or investments they work on, which can become worth millions over time. For instance, an investor at a top infrastructure firm may have several million dollars’ worth of carried interest tied up at their current firm they’d have to leave on the table. An AI company could try to make them whole with stock, which could be tantalizing to some, though others might not want to make a bet on equity in a young company. That might make the most experienced investors—those who’ve seen big infrastructure projects through over many years and know all the tricks of the trade—hard to pry away. New From Our Reporters Exclusive Anthropic’s In-House Payments Tech Push Could Chip Away at Stripe By Stephanie Palazzolo Exclusive China Curbs Humanoid IPOs After Unitree’s Volatile Debut By Jing Yang and Qianer Liu

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The Verge AI / 12:12 PM

Nvidia is buying Hugging Face for almost $13 billion

Nvidia has agreed to buy Hugging Face for $12.93 billion, bringing one of the most popular hosting platforms for open-source AI models, datasets, and tools under the ownership of the world's biggest AI chipmaker. Hugging Face is an online platform founded in 2016 that gives AI developers a space to share their projects and data […]

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Microsoft AI Blog / 5:11 PM

Responsible AI in 2026: How we are adapting for what’s ahead

Microsoft's 2026 Responsible AI Transparency Report highlights the progress we’ve made in building and deploying AI responsibly, supporting our customers, and strengthening our responsible AI governance, tools, and practices. The post Responsible AI in 2026: How we are adapting for what’s ahead appeared first on The Microsoft Cloud Blog .

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Bloomberg AI / 6:10 PM

Oracle’s AI Cloud Growth Eases Buildout Concerns

Oracle’s latest results helped ease concerns around its massive AI infrastructure buildout, with cloud infrastructure revenue growing 120% and the company bringing roughly 850 megawatts of new capacity online. BNP Paribas Global Head of Software Research Stefan Slowinski sees a more constructive setup as Oracle moves toward positive free cash flow, but says its upcoming Financial Analyst Day will be key for understanding the returns and the financing behind its AI expansion. He joins Ed Ludlow on "Bloomberg Tech." (Source: Bloomberg)

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AWS Machine Learning Blog / 6:16 PM

Amazon Quick is now generally available on desktop

Your teams get an AI assistant that handles real work while your data stays in your environment and your conversations stay private Today, the Amazon Quick desktop application is generally available on macOS and Windows. We’re also adding a new activity feed to the mobile experience on iOS and Android that consolidates email, calendar, CRM, […]

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AWS Machine Learning Blog / 4:02 PM

Model-agnostic PII detection with LLMs

A configurable, model-agnostic detector that turns any large language model on Amazon Bedrock into a PII detector. Because the entities to detect live in a prompt rather than in code, one detector adapts to new entity types without retraining, and it outperforms an off-the-shelf tool across five public corpora and nine LLM-based detectors.

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