[5/4 17:00] OpenAI finalizes $10B PE joint venture / Goldman + Barron's AI inflation thesis

AI News Flash for May 04, 2026 at 17:00 UTC. Topics: 1. OpenAI finalizes $10B PE joint venture https://www.bloomberg.com/news/articles/2026-05-04/openai-finalizes-10-billion-joint-venture-with-pe-firms-to-deploy-ai 2. Goldman + Barron's AI inflation thesis https://www.barrons.com/articles/think-ai-spending-wont-stoke-inflation-this-time-could-be-different-cc2ea0f1 3. Backlash against AI data centers https://www.mpamag.com/us/mortgage-industry/industry-trends/backlash-grows-as-almost-half-of-americans-oppose-local-ai-data-centers/573940 4. IBM Consulting first enterprise-scale agentic AI on AWS https://www.ibm.com/new/announcements/ibm-consulting-delivers-industrys-first-enterprise-scale-agentic-ai-platform-natively-integrated-with-aws