The company is abandoning "side quests" in the face of increasing competition

OpenAI will shut down its AI video app. It's focusing on the essentials ahead of its IPO - WSJ

Microsoft Corporation

Taiwan Semiconductor Manufacturing Company Limited

One of them is the many years of close cooperation with Microsoft

Microsoft, Elon Musk and Taiwan: OpenAI warned investors of risks ahead of IPO

Meta Platforms, Inc.

Donald Trump has dramatically reduced tensions over war with Iran. OpenAI, which is preparing for an IPO, warned of the risks of dependence on Microsoft, high infrastructure costs (up to $665 billion for computing) and legal threats, including disputes with Elon Musk and users. Meta has stepped up its bet on AI agents, hiring a team from startup Dreamer and integrating it into its Superintelligence Labs division. About these and other topics - in our review of key events by the morning of March 24.

Highlights for this morning: Trump's turnaround, Meta boosts AI race, OpenAI names pre-IPO risks

Alibaba Group Holding Limited

Amazon.com, Inc.

OpenAI is developing a single "super app" that combines ChatGPT, a coding platform and a browser. Amazon founder Jeff Bezos is discussing the creation of a fund of up to $100 billion to buy up industrial companies and implement artificial intelligence. Brent crude oil has fallen slightly, but is still trading above $100 per barrel. About these and other topics - in our review of key events for the morning of March 20.

Highlights for the morning: oil cheapened, OpenAI "super app", Bezos's $100 billion fund

Minimax-wp

Knowledge Atlas Technology Joint Stock Company Limited

Oil prices fell after Iraq agreed to resume exports through Turkey to bypass the Strait of Hormuz and U.S. crude inventories were higher than expected. Nvidia CEO Jensen Huang's stock surged on Chinese AI tigers. Microsoft is preparing for a possible lawsuit with Amazon and OpenAI over circumventing Azure exclusivity. On these and other topics - in our review of key events for the morning of March 18.

Highlights for the morning: oil is cheaper, AI tigers take off, Microsoft vs. OpenAI and Amazon

NVIDIA Corporation

SK hynix Inc.

Samsung Electronics Co., Ltd.

Brent crude oil prices jumped 3.8% amid continued uncertainty surrounding the US-led coalition to secure shipping in the Strait of Hormuz. Asia-Pacific markets rose on Tuesday, March 17, thanks in part to momentum from new Nvidia forecasts and partnerships. OpenAI is preparing a U-turn on code and business products. These and other topics are in our roundup of key events for the morning of March 17.

Morning Highlights: Brent back above $100, OpenAI changes strategy, Nvidia helped markets

TPG Inc.

Brookfield Asset Management Ltd.

Reuters' interlocutors name TPG, Advent International, Bain Capital and Brookfield among the AI company's partners

OpenAI prepares $10 billion joint venture with private equity funds

Alphabet Inc.

It lost in tests to AI from Google, OpenAI and Anthropic

'A new era for humanity' will be delayed: Meta postpones launch of new AI model - NYT

Oracle Corporation

SoftBank Corp.

Anthropic intends to challenge the US authorities' decision to deem the company a "supply chain risk," which effectively excludes its Claude models from defense contracts. Oracle is preparing to lay off thousands of employees to offset the cost of building data centers for AI workloads. On these and other topics - in our roundup of key events for the morning of March 6.

Main by morning: Anthropic wants to sue Pentagon, cuts to Oracle

Oracle, the owner of cloud services and data centers for AI, plans to cut thousands of employees in various departments, Bloomberg <a href="https://www.bloomberg.com/news/articles/2026-03-05/oracle-layoffs-to-impact-thousands-in-ai-cash-crunch">reports</a> citing sources. The company needs to optimize spending against the background of a sharp increase in spending on infrastructure for AI. This spending has already forced it to significantly increase its debt load. Investors liked the new way - the shares rose in price amid a general sell-off in the market.

Oracle is preparing massive employee layoffs. Money is needed for data centers for AI

Broadcom Inc.

OpenAI has increased annual revenue to more than $25 billion and is expanding aggressively in the enterprise market, competing with Anthropic and Google. Broadcom expects AI chip sales to exceed $100 billion by 2027. On these and other topics - in our review of key events by the morning of March 5.

Highlights for this morning: new Anthropic and Pentagon talks, $25 billion in OpenAI revenue

The opportunity to invest $100 billion in OpenAI is likely "off the table" for Nvidia, and the chipmaker's latest investment in the AI startup "could be its last," the chipmaker's CEO Jensen Huang said at a Morgan Stanley conference, CNBC <a href="https://www.cnbc.com/2026/03/04/nvidia-huang-openai-investment.html">reports </a>. We're talking about a <a href="https://oninvest.com/article/amazon-nvidia-i-softbank-investirovali-v-openai-ee-stoimost-vyrosla-na-46">recent round</a> in which, in addition to Nvidia, Amazon and SoftBank also participated. Together they contributed $110 billion, Nvidia's contribution amounted to $30 billion. At the end of the deal, the value of OpenAI was estimated at $730 billion.

Open AI