| Friday, March 13, 2026 |
NO.1 Tesla was approved to convert its investment in xAI into a stake in SpaceX
A U.S. Federal Trade Commission (FTC) filing dated March 11 shows that the U.S. government allowed Tesla’s investment in xAI to be converted into a small stake in SpaceX. This move formalizes the financial relationship between Musk's two core businesses and comes at a critical window when SpaceX is preparing to go public. On March 12, Eastern Time, the media quoted insiders as saying that this equity conversion was directly related to Tesla’s previously announced investment of approximately US$2 billion in xAI, which corresponds to Tesla’s shareholding ratio of less than 1% in SpaceX.
Comment: This capital operation may optimize the asset layout within Musk’s business territory.
NO.2 Amazon issued $54 billion in bonds and was robbed
Amazon issued a total of $54 billion in bonds in the U.S. and euro markets this week, which was snapped up by investors. Specifically, Amazon issued US$37 billion in bonds in 11 terms in the United States, and the subscription scale from fund management institutions reached a maximum of US$126 billion, which is close to a historical record. On Wednesday, the company issued bonds for the first time in the euro market, with a scale of 14.5 billion euros (about 16.8 billion U.S. dollars), setting a record for the largest corporate bond issuance in the history of the euro market.
Comment: Amazon’s total issuance of approximately US$54 billion in bonds was oversubscribed by the market, highlighting the market’s high recognition of its credit qualifications and long-term value of AI.
NO.3 Google Maps adds AI question and answer function
Google is making its biggest upgrade to its mapping products in more than a decade, launching a new feature in Google Maps called "Ask Maps" that lets users interact with the app like a chatbot. On Thursday (March 12), Miriam Daniel, vice president and general manager of Google Maps, posted on the official blog, "We have combined the world's latest maps with our most powerful Gemini model to make exploring the map easy and convenient, and through the largest navigation upgrade in more than a decade, the experience has been more intuitive than ever."
Comment: For Google, this move strengthens the implementation of AI in core products, improves user stickiness and commercial realization space.
NO.4 Microsoft and Meta increase data center leasing, and the cloud computing giant’s total commitment has exceeded US$700 billion
On March 12, local time, according to media reports, Microsoft and Meta each added nearly US$50 billion in data center leasing commitments in the latest quarter to support the development of artificial intelligence. The total commitment of the world's largest cloud computing companies, including Oracle and Amazon, for future data center leasing has exceeded US$700 billion. These future lease commitments (including facilities such as data centers, offices or warehouses) will be paid in installments over a period of 15 to 19 years.
Comment: The global cloud giant’s data center leasing commitment exceeded US$700 billion, highlighting that the demand for AI computing power has entered a stage of rigid expansion.
NO.5 Samsung Display Warning: War in Iran may push up screen costs
On Thursday (March 12) local time, Samsung Display President and CEO Chung Yi said that the war in Iran and soaring oil prices may push up energy and raw material costs. Zheng Yi said that the technology industry has already faced rising costs for mobile phones, PCs and other electronic equipment due to soaring chip prices, and the rapid rise in oil prices is further exacerbating the pressure on the industry. He noted that many raw materials, such as film materials, are made from crude oil. "Once this becomes a reality, I expect the cost burden will increase significantly," Zheng Yi added.
Comment: Display panels are core components of consumer electronics, and cost pressure may force terminal brands to adjust pricing strategies.
