NVIDIA and OpenAI have announced a historic $100 billion partnership to build over 10 gigawatts of AI infrastructure. This project is three times larger than the original Manhattan Project and could fuel a $2 trillion wave of global AI data-center spending. The deal is structured as a hardware-software alliance between the two leaders in their domains.OpenAI will handle the model and infrastructure software, while NVIDIA will provide the systems, including GPUs, networking, and its expanding software ecosys ...

iREIT+HOYA Capital is the premier income-focused investing service on Seeking Alpha. Our focus is on income-producing asset classes that offer the opportunity for sustainable portfolio income , diversification , and inflation hedging . Get started with a Free Two-Week Trial and take a look at our top ideas across our exclusive income-focused portfolios.In the universe of financial metrics, measures like ROI often come front and center when it comes to evaluating the worthiness of an investment. What gets lo ...

iREIT+HOYA Capital is the premier income-focused investing service on Seeking Alpha. Our focus is on income-producing asset classes that offer the opportunity for sustainable portfolio income , diversification , and inflation hedging . Get started with a Free Two-Week Trial and take a look at our top ideas across our exclusive income-focused portfolios.In the universe of financial metrics, measures like ROI often come front and center when it comes to evaluating the worthiness of an investment. What gets lo ...

Silvia Venturini Fendi is stepping down from LVMH label Fendi and becoming honorary president of the fashion house, the French luxury group said on Monday. ...

PayPal is taking a notable step forward in the realm of consumer financing with its recent partnership with Blue Owl Capital, a move that could significantly benefit small business owners across the United States. Announced on September 24, 2025, this two-year agreement empowers Blue Owl-managed funds to purchase approximately $7 billion of PayPal’s “Pay in 4” buy now, pay later (BNPL) loans. This collaboration aims to enhance the flexibility and accessibility of payment options for consumers, ultimately im ...

PayPal Holdings, Inc. (NASDAQ: PYPL) is focused on enhancing digital payments and financial services in Asia and across Europe.From forging a credit partnership to supporting growth in emerging markets and backing European fintechs, recent updates underscore PayPal’s commitment to enabling more inclusive digital financial services.With the digital economy growing—global e-commerce sales projected to hit $8 trillion by 2027—these updates position PayPal as a payments enabler.Recently, PayPal entered a multi- ...

合作概述 - 卡塔尔投资局与Blue Owl资本达成战略合作伙伴关系，旨在创建一个数字基础设施平台，以加速全球计算能力，满足领先超大规模云服务商在云计算和人工智能转型激增背景下的需求 [1] - 该合作旨在扩大Blue Owl在数字基础设施领域的领先业务 [1] 合作细节与规模 - 卡塔尔投资局的投入预计将帮助启动一个初始数据中心资产规模超过30亿美元的数字基础设施平台，并预计未来将持续增长 [2] - Blue Owl的数字基础设施战略是其实物资产平台的一部分，截至2025年6月30日，该战略已筹集390亿美元资本，在28个全球市场的104个设施进行了投资 [3] 战略意图与行业背景 - 合作符合卡塔尔投资局与全球领先公司合作、应对全球数据中心需求增长的战略，重点在于扩大数字基础设施以满足全球数据存储和计算需求，特别是增加数据连接性 [3] - Blue Owl的数字基础设施战略专注于投资于支撑云计算和人工智能创新的关键任务资产 [3] - Blue Owl的管理资产规模超过2840亿美元，投资涵盖信贷、实物资产和GP战略资本三大跨策略平台 [5] 公司背景 - 卡塔尔投资局是卡塔尔的国家主权财富基金，成立于2005年，是全球规模最大、最活跃的主权财富基金之一，投资于广泛的资产类别和地区 [4] - Blue Owl是一家领先的另类资产管理公司，拥有约1300名专业人才 [4][6]

PayPal 将继续承担其美国Pay in 4先买后付业务所涉及的所有面向客户的活动，包括担保和服务工作。 Pay in 4服务允许消费者在六周内分4期无息支付符合条件的商品费用。 智通财经APP获悉，周三，PayPal(PYPL.US)表示，另类资管公司Blue Owl Capital(OWL.US)旗下基金将 收购价值约 70 亿美元的美国PayPal"先买后付"业务应收账款。这两家公司已经签署了为期两年的协 议。 这家支付巨头表示，该交易已在其第三季度及 2025 年全年业绩指引中有所提及。 ...

What's at stake: Revolut is building a financial superapp and is seeking a broader U.K. license. Forward look: Meta is pushing new payments tech for WhatsApp in India. Expert quote: "This collaboration will empower financial leaders to make strategic decisions with unprecedented clarity," Nour Taher, co-founder and CEO of intella, which is working with Visa on Arabic language AI. PayPal has a new buyer for its Pay in 4 buy now/pay later loans. New York-based alternative asset manager Blue Owl Capital has ag ...

公司与蓝猫资本合作协议 - 公司与蓝猫资本宣布达成一项为期两年的协议 蓝猫资本管理的基金将购买公司在美国产生的约70亿美元“先买后付”应收款项 [1] - 根据协议 公司将继续管理其美国Pay in 4产品的所有面向客户的活动 包括承销和服务 [1] - 该交易已被纳入公司于2025年7月29日公布的第三季度和2025年全年GAAP及调整后每股收益指引 以及调整后交易利润率美元指引中 [6] 先买后付业务战略与表现 - 自2008年以来 BNPL一直是公司产品的战略组成部分 其Pay in 4产品于2020年推出 [2] - Pay in 4服务允许消费者将符合条件的购买分六周免息分成四期付款 该服务在公司运营处广泛可用 使其成为市场上分布最广的BNPL解决方案之一 [3] - 对于商户而言 BNPL提供了灵活的支付选项 能推动更高销售额 并可无缝集成到公司生态系统中 其成本通常低于独立的BNPL提供商 [4] - 在全球范围内 选择BNPL的消费者每笔交易的平均支出比标准品牌结账高出80%以上 [4] - 2024年 公司在全球处理的BNPL支付总额超过330亿美元 较2023年增长约21% [4] 管理层评论与战略重点 - 公司首席财务兼运营官Jamie Miller表示 这是公司向前迈出的又一重要一步 符合其轻资产负债表信贷模式 [5] - 蓝猫资本另类信贷主管Ivan Zinn指出 公司的规模及其与消费者的深厚关系使其能够通过Pay in 4扩展信贷时做出明智决策 [5] 中东及非洲市场投资计划 - 公司宣布计划在中东和非洲投资1亿美元 以刺激创新 支持企业家 并促进这一增长最快的数字商业区域之一的包容性经济增长 [6] - 投资将通过少数股权投资 收购 公司风险投资部门资金以及人员和技术的部署相结合的方式进行 [7] - 该计划旨在帮助当地企业扩大规模 为创新者创造机会 并将数字经济扩展到数百万消费者和社区 [7] - 此项公告紧随公司于4月在迪拜设立首个区域中心之后 该中心的建立旨在为各种规模的企业提供无缝支付 强大的安全性并扩大其进入全球市场的机会 [8]