AI boom par sawaal: FT ke mutabik OpenAI ne funding lakshya $30 billion se ghataakar $20 billion kiya; S&P ne Meta ka outlook 'negative' kiya
S&P ne negative cash flow aur anishchit capex ka hawaala diya, haalaanki Meta ki AA- rating barkaraar rakhi. Meta ne aakalan se asahmati jataayi.
Fortune ki report ke mutabik Financial Times ne sootron ke hawaale se likha hai ki OpenAI ne apne naye funding round ka lakshya $30 billion se ghataakar $20 billion kar diya hai, aur ummeed ki ja rahi valuation bhi $1.4 trillion se ghatkar $1.25 trillion ho gayi hai. Report ke mutabik Anthropic ke S-1 filing aur agle mahine prastaavit IPO ne bhi is round ki chamak feeki ki.
Udhar S&P Global ne Shukravaar der raat Meta Platforms ka outlook 'stable' se ghataakar 'negative' kar diya, lekin AA- rating barkaraar rakhi. S&P ne negative cash flow aur anishchit capital expenditure ka hawaala diya; uske anumaan mein Meta ka capex is saal $140 billion aur 2027 mein $225 billion ho sakta hai, aur free operating cash flow 2027 mein -$71 billion tak ja sakta hai. S&P ne kaha ki AI nivesh se kamaai ka samay 'unclear' hai. Meta ne is aakalan se asahmati jataayi.
Yeh khabrein us hafte aayi hain jab Alphabet ka share Q3 mein cash flow aur negative hone ke baad ek din mein kareeb 12% gira aur Nasdaq mein tech bikwaali tez rahi. Report ke mutabik usi hafte Meta ne $95 billion equity jutaane ki yojana aur Microsoft ne $25 billion ke bond ka elaan kiya.