Japan's SoftBank is in talks to invest as much as $25 billion into ChatGPT maker OpenAI, the Financial Times reported on Wednesday.

Hedge funds were already waiting to see if a U.S.-fostered, home-grown artificial intelligence boom would continue as China's new AI model was emerging to challenge U.S. dominance in the sector, a Goldman Sachs note said.

SoftBank is in talks to invest as much as $25bn into OpenAI, in a deal which would make it the ChatGPT maker’s biggest financial backer, as the pair partner on a massive new artificial intelligence infrastructure project.

Microsoft (NASDAQ:MSFT) has lagged behind the NASDAQ over the past year but is off to a strong start in 2025, outperforming the broader market.

Goldman Sachs is telling investors to take a breath. Peter Oppenheimer, the bank’s chief global equity strategist, has told investors today that markets aren’t crashing—just cooling. “In our view, this is a correction and not the start of a sustained bear market,

Lastly, Goldman Sachs pointed out that the market value of Microsoft's investment in OpenAI, estimated between $31 billion and $79 billion, is not fully reflected on the balance sheet. Instead, it only shows the carrying value of the investment.

Investment bank reckons gas is best placed to quickly fill crucial 'baseload' gap needed to supply booming demand

Goldman Sachs has introduced the GS AI Assistant to 10,000 employees, with plans to expand its use across the organisation. The AI tool performs tasks such as summarising emails and translating code,

Argenti's broad prediction echoes comments last week in the CES keynote by Nvidia CEO Jensen Huang. Huang said onstage that "in the future, these AI agents are essentially digital workforce that work beside your employees, and do things on your behalf."

Catch up on the top artificial intelligence news and commentary by Wall Street analysts on publicly traded companies in the space with this

Last week, hedge funds fled their bets on tech stocks, a Goldman Sachs note from Friday and seen ... U.S. AI infrastructure after the success of OpenAI's ChatGPT. OpenAI and Japanese conglomerate ...