An amended agreement announced April 27 makes Microsoft’s AI license non-exclusive through 2032, lets OpenAI sell through any cloud provider, and ends the revenue share Microsoft paid — a structural shift driven by OpenAI’s $50 billion Amazon deal.
Author Archives: newanalytica
Posted inMarkets
Fervo Energy raises $1.89 billion in the biggest clean energy IPO on record
The Houston geothermal startup priced at $27, opened 35% higher at $36.54, and debuted with a market cap above $10 billion, powered by demand for round-the-clock carbon-free power from AI data centers.
Posted inEconomy
Bank of Japan holds at 0.75% but a three-way dissent signals the next hike is close
The Bank of Japan’s April 28 decision passed 6-3, with three board members calling for an immediate rise to 1.0% — the sharpest internal split in years, set against a slashed growth forecast and rising inflation tied to Iran war energy costs.
Posted inGeopolitics
Iran ceasefire on massive life support as Hormuz-first demand stalls the one-page deal
Six weeks after a Pakistan-brokered truce halted US-Iran hostilities, both sides remain deadlocked over sequencing in a 14-point memorandum that would reopen the Strait of Hormuz and defer nuclear talks.
Posted inWorld
Bolivia’s capital under siege as Paz faces worst political crisis in 40 years
Bolivia’s President Rodrigo Paz faces road blockades paralyzing La Paz, draining over $50 million from the economy daily and blocking emergency vehicles from hospitals, six months after his historic election.
Posted inTech
Big AI uses Big Tobacco tactics to capture regulation, new study finds
A peer-reviewed study by Edinburgh, TU Delft, CMU and Trinity College catalogues 249 cases of AI firms using Big Tobacco-style tactics to shape regulation.
Posted inMarkets
Bitcoin drops below $77,000, triggering $657 million in leveraged liquidations
Bitcoin fell below $77,000 on May 19, forcing $657 million in liquidations as hot inflation data and Iran tensions converged against an overleveraged market.
Posted inEconomy
Thirty-year Treasury yield hits 5.19%, a level last seen before the 2008 crisis
The 30-year Treasury yield hit 5.197% on May 19, its highest since July 2007, with Citi now flagging 5.5% as the next key level for bond investors to watch.
Posted inGeopolitics
Putin arrives in Beijing for his 25th China summit, days after Trump
Putin arrived in Beijing on May 19 for his 25th state visit with Xi Jinping, following Donald Trump’s own summit with the Chinese president by just five days.
Posted inWorld
Peru’s Fujimori and Sánchez head to June 7 runoff after fractured first round
Peru confirmed a Fujimori-Sánchez presidential runoff for June 7, with over 70% of April’s first-round voters having backed neither candidate.