OpenAI & Nomura Holdings

OpenAI: OpenAI has announced major investments in cloud and AI infrastructure in India, contributing to the country's growing digital ecosystem.

Nomura Holdings: Nomura Holdings, a brokerage firm, published a report forecasting a USD 35 billion capex opportunity for industrial equipment manufacturers due to India's data center growth, providing valuable market insights.

OpenAI: OpenAI is a rival to Anthropic in the race to public markets, though Anthropic is currently ahead.

Nomura Holdings: Nomura Holdings provided estimates on the amount of dollar selling conducted by Japan's finance ministry, indicating its role in market analysis and reporting.

OpenAI: SoftBank Group's investment in OpenAI contributed to its net profit quadrupling, and news of OpenAI's potential US listing further boosted SoftBank's shares.

Nomura Holdings: Nomura Holdings>>> analysts have projected significant gains for the Nikkei 225>>> by the end of 2026 and 2027, supported by stronger earnings prospects for semiconductor and AI-related companies.