IJR News

NVIDIA Poised to Back OpenAI Data Center by 2028

NVIDIA continues to draw significant investor interest as major stakes in NVDA rise among funds, while the company actively promotes startup collaboration through its Inception program and a corporate-VC approach that prioritizes strategic alignment and technical synergy. The AI boom is reshaping funding and partnerships across the sector, even as regulatory actions surface, with Moonshot alleged to use Nvidia chips in violation of export bans.

Howard Lutnick

Jul 27, 2026

Markets

AI Spending Lifts Asia Chips as Oil Near $100

Investors propelled chip stocks higher and the Nasdaq with broad market gains as AI optimism resurged, even as a recent AI-profitability debate lingered after Moonshot’s new model sparked doubts. Across markets, oil swung on Middle East tensions, Korea’s large-cap slump contrasted with gains in mid/small caps, and overall sector dynamics remained mixed as investors weigh AI spending against near-term returns.

Jul 25, 2026

AI

US accuses Moonshot AI of stealing Anthropic tech

The White House, led by Michael Kratsios, accuses Moonshot AI of distilling Anthropic's Claude Fable to create the Kimi K3 and of using GB300 servers in Thailand in potential violation of export controls, with Treasury signaling possible sanctions. Moonshot’s Kimi K3 is touted as the largest open-weight model and has sparked ongoing regulatory scrutiny and geopolitical tension as it vies with U.S. models, a debate amplified by industry benchmarks and upcoming U.S.-China discussions.

United States People's Republic of China

Jul 23, 2026

NVIDIA Poised to Back OpenAI Data Center by 2028

AI Spending Lifts Asia Chips as Oil Near $100

US accuses Moonshot AI of stealing Anthropic tech

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