According to @KobeissiLetter, OpenAI has signed $816 billion worth of AI deals this year, and the post asks 'At what point do they run out of money?,' highlighting liquidity and funding sustainability concerns for market participants (source: @KobeissiLetter on X).

According to @ReutersBiz, SoftBank will lay off nearly 20% of its Vision Fund team globally and redirect resources to Masayoshi Son’s large-scale artificial intelligence investments in the United States, based on a memo seen by Reuters and a source familiar with the plan, source: Reuters. For traders, the Reuters-reported pivot signals near-term restructuring risk at SoftBank’s investment arm and a heavier capital allocation toward US AI deal flow, warranting monitoring of SoftBank-related equities and private-market activity for shifts in exposure and liquidity, source: Reuters. Crypto market participants may track AI-linked narratives for sentiment shifts tied to this increased focus on US AI investments reported by Reuters, with attention to momentum around AI themes following the announcement, source: Reuters.