NVIDIA CorporationNVDA
▲ ポジティブ需要関連度
OpenAI commits to the $105B Nvidia-OpenAI Ohio facility with 4.25 GW of power and a 20-year lease, a concrete demand event for Nvidia.
銘柄への影響 8
Artificial Intelligence
NVIDIA Corporation
NetEase Inc9999
± 混在資本関連度
Listed as a backer of DeepSeek's 2027 Shanghai STAR Market debut; only a passing investor mention.
Blackstone Group IncBX
± 混在資本関連度
Blackstone is named alongside Apollo in Anthropic's $71B off-balance-sheet debt structure, a financing role with no clear direction.
Financials
Goldman Sachs Group IncGS
▲ ポジティブ資本関連度
Goldman Sachs is named as an underwriter on OpenAI's confidential S-1 filing ahead of its IPO.
Morgan StanleyMS
▲ ポジティブ資本関連度
Morgan Stanley is named as an underwriter on OpenAI's confidential S-1 filing ahead of its IPO.
Cloud & Digital Infrastructure
Tencent Holdings Ltd0700
± 混在資本関連度
Named as a backer of DeepSeek's planned Shanghai STAR Market IPO at a $74B valuation; no direct Tencent-specific development.
Aging Population
Apollo Global Management LLC Class AAPO
± 混在資本関連度
Anthropic manages a $71B off-balance-sheet debt structure through Apollo, a financing role but no clear directional impact.
その他
Contemporary Amperex Technology Co Ltd Class A300750
± 混在資本関連度
Mentioned only as a CATL backer of DeepSeek's planned IPO; no company-specific news.
テーマインパクト 5
カバレッジ外企業 5
Anthropic非上場± 混在
資本関連度
Anthropic dropped its ~$6B Decart acquisition and is targeting an October 2026 IPO at ~$965B valuation with a $65B Series H and $71B off-balance-sheet debt.
Decart AI非上場▼ ネガティブ
資本関連度
Anthropic abandoned its roughly $6 billion acquisition of Decart, removing the expected deal.
DeepSeek非上場▲ ポジティブ
資本関連度
DeepSeek is targeting a Shanghai STAR Market debut in 2027 at a $74B valuation backed by Tencent, CATL, and NetEase.
Moonshot AI (北京月之暗面科技有限公司)非上場▲ ポジティブ
資本関連度
Moonshot AI filed a confidential A1 with HKEX targeting a $50B valuation IPO.
OpenAI非上場▲ ポジティブ
資本関連度
OpenAI is framing its IPO around infrastructure with a confidential S-1 filing and an $852B post-money valuation.