Overview
- Sam Altman signaled OpenAI is exploring selling compute directly and outlined roughly $1.4 trillion of data‑center investment over eight years to support an AI cloud strategy.
- SoftBank reported quarterly net profit of ¥2.5 trillion, disclosed it sold $5.83 billion of Nvidia shares in October, and said Vision Fund II plans a $22.5 billion additional investment in OpenAI in December.
- Nvidia shares jumped 5.79% on Nov. 10, the biggest one‑day gain since April, as investors digested a run of partnership announcements and AI infrastructure deals.
- China Mobile’s Beijing fund participated in Neolix’s more than $600 million Series D, with both parties discussing AI‑autonomy integration and joint development of city‑logistics unmanned vehicles.
- China’s embodied‑AI pipeline broadened as XDream Robotics raised tens of millions of RMB for companion robots, operator‑automation startup Zhizi Xinyuan closed a multi‑million‑RMB seed round, and a new Hangzhou venture with Zhiyuan Robotics and an Ant Group unit was registered.