Amazon.com, Inc. (AMZN)

Amazon has already guided for $200 billion of artificial intelligence (AI)-related capital expenditures in 2026.

Three of the biggest AI budgets on Earth seem to just keep growing. The company selling the hardware fell anyway.

Shares in this dominant retailer have climbed faster than Amazon and Costco in the past five years.

(Bloomberg) -- Moonshot AI is poised to make its Kimi K3 model available for public download, expanding its reach and influence in the global open software community at a time of growing US concern about Chinese encroachment into the top echelons of AI development.Most Read from BloombergDeepSeek Suspends Fundraising After Viral US-China PostsSpaceX at $100 Would Imply Zero AI Value, Morgan Stanley SaysUS, Iran Extend Pause in Strikes as Oman Holds Hormuz TalksTrump Seethes as Iran War Spirals A

Dow Jones Futures Rise, Oil Prices Dive On Iran Hopes; Apple Leads Earnings Wave, Fed Meeting Ahead

Nvidia is in talks to provide roughly $250 billion in financing guarantees for OpenAI as part of a massive data center project, the ‌Wall Street Journal reported on Sunday. The backstop from Nvidia would help the ‌ChatGPT maker lease a 10-gigawatt project that SoftBank's energy subsidiary is developing in southern Ohio, the newspaper said, ​citing people familiar with the matter. For OpenAI, a deal would be the first step toward controlling its own infrastructure instead of renting it from Microsoft, Amazon and Oracle, while for Nvidia, it would guarantee demand for its chips for years to come.

U.S.-Iran attacks have paused amid deal hopes. Apple, Amazon, Meta lead an earnings wave. A Fed rate hike is on the table.