AI Industry: amd and intel Moves

The artificial intelligence sector is experiencing rapid expansion and significant investment, with major players like AMD and Intel making bold predictions and strategic moves. AMD CEO Lisa Su projects the total AI chip market will reach an astounding $1 trillion by 2030, with the company's annual revenue expected to grow over 35% for the next three to five years. Specifically, AMD's AI data center revenue is anticipated to surge by 80% annually, aiming for tens of billions in sales by 2027 and a double-digit share in a market currently dominated by Nvidia. AMD's stock has already doubled this year, bolstered by deals with key partners such as OpenAI, Oracle, and Microsoft, as it develops new Instinct MI400X AI chips and rack-scale systems to compete aggressively. Intel is also making substantial strides in the AI space, with its stock jumping 93% in the last three months. The company introduced Crescent Island chips designed for AI inference tasks and plans to ship 100 million AI-enhanced PC chips by the end of 2025. Intel is rumored to be manufacturing custom AI chips for Tesla and collaborates with Nvidia on data center and consumer products, with AI identified as a primary growth driver. Investment activity reflects this AI boom, as Cathie Wood's Ark Invest recently sold $2.4 million worth of Tesla stock to acquire shares in several AI-focused companies. These purchases included 1.1 million shares of Pony AI, which recently expanded its robotaxi services and launched a Hong Kong IPO, 260,000 shares of Taiwan Semiconductor Manufacturing Co. Ltd., and 94,095 shares of Baidu, a significant player in AI and autonomous driving. Further highlighting the sector's growth, Wonderful, a company building an enterprise AI agent platform, secured $100 million in Series B funding led by Index Ventures, with IVP and Insight Partners also participating. This investment will fuel global expansion and the development of AI agents to automate complex business tasks like customer support and sales. Other companies are also integrating AI, with HubSpot reporting strong third-quarter revenue of US$809.52 million and over 200 new AI-driven product innovations, alongside appointing Meta's Head of Business AI Group, Clara Shih, to its Board. However, UK property company Rightmove anticipates a short-term financial hit, expecting a £1 million loss this financial year and £12 million next year, as it prioritizes significant AI investments and platform upgrades, including tools like "Style with AI." Despite the enthusiasm, concerns about a potential AI stock market bubble are emerging, with figures like OpenAI chair Bret Taylor expressing worries as AI helps push stock prices to record highs. Meanwhile, Ian Hogarth, who chairs the AI Security Institute, moved his investment firm Plural's headquarters from the UK to the US, citing challenges in the UK tech investment landscape. In other market news, Datavault AI stock saw a 3.6% drop on Monday, closing at $1.33.

Key Takeaways

• AMD CEO Lisa Su predicts the total AI chip market will reach $1 trillion by 2030, with AMD's AI data center revenue growing 80% annually to tens of billions by 2027.
• AMD aims for a double-digit share in the data center AI market, competing with Nvidia, and has secured deals with OpenAI, Oracle, and Microsoft.
• Intel's stock surged 93% in three months due to its AI focus, introducing Crescent Island chips and planning to ship 100 million AI-enhanced PC chips by 2025.
• Cathie Wood's Ark Invest sold $2.4 million in Tesla stock to invest in AI companies, acquiring shares in Pony AI, Taiwan Semiconductor Manufacturing Co. Ltd., and Baidu.
• Wonderful secured $100 million in Series B funding to expand its enterprise AI agent platform globally and develop AI agents for tasks like customer support and sales.
• HubSpot reported US$809.52 million in Q3 revenue, introduced over 200 new AI-driven product innovations, and appointed Clara Shih (Meta's Head of Business AI Group) to its board.
• UK property company Rightmove expects a £1 million loss this financial year and £12 million next year due to prioritizing AI investments and platform upgrades.
• Concerns about a potential AI stock market bubble are growing, with OpenAI chair Bret Taylor among those expressing worries.
• Ian Hogarth, chair of the AI Security Institute, moved his investment firm Plural's headquarters from the UK to the US, citing a less appealing UK tech investment environment.
• Datavault AI stock dropped 3.6% on Monday, closing at $1.33.

AMD expects huge growth from AI data centers

AMD CEO Lisa Su announced strong growth predictions for the company. She expects annual revenue to grow over 35% for the next three to five years. AI data center revenue will increase by 80% in the same period, with the total AI chip market reaching $1 trillion by 2030. AMD's stock has already doubled this year due to deals with companies like OpenAI, Oracle, and Microsoft. The company aims to take market share from rivals like Intel in both graphics and microprocessors.

AMD CEO sees AI market hitting $1 trillion by 2030

AMD CEO Dr. Lisa Su stated the AI market is growing faster than anything seen before. She predicts the total AI market will reach $1 trillion by 2030. AMD aims to capture a double-digit share in the data center AI market with new chip solutions and custom designs. The company expects a compound annual growth rate of over 35% for the next three to five years, with data center revenue reaching tens of billions by 2027.

AMD expects 35 percent annual sales growth from AI

AMD CEO Lisa Su predicts 35% annual sales growth for the company, driven by strong demand for AI chips. She expects AMD's AI data center business to grow 80% per year, reaching tens of billions in sales by 2027. AMD aims for a double-digit share in the data center AI chip market, currently dominated by Nvidia. The company also updated its forecast for the total AI data center market to $1 trillion by 2030. AMD is developing new Instinct MI400X AI chips and rack-scale systems to compete in this growing market.

Cathie Wood sells Tesla buys AI stocks

Cathie Wood's Ark Invest made big trades on Monday, selling $2.4 million worth of Tesla stock. Ark Invest then bought shares in several AI companies. They acquired 150,000 shares of Pony AI, which recently expanded its robotaxi services and had a Hong Kong IPO on November 6. Ark also bought 10,000 shares of Taiwan Semiconductor Manufacturing Co. Ltd. and 94,095 shares of Baidu, a major player in AI and autonomous driving.

Cathie Wood sells Tesla shares invests in AI

On Monday, Cathie Wood's Ark Invest sold about $2.4 million worth of Tesla shares. At the same time, Ark Invest significantly increased its holdings in several AI-focused companies. They bought 1.1 million shares of Pony AI, which recently launched its Hong Kong IPO and expanded robotaxi services. Ark also acquired 260,000 shares of Taiwan Semiconductor Manufacturing Co. Ltd. and 94,095 shares of Baidu, a leader in AI and autonomous driving.

Wonderful raises $100 million for AI agent platform

Wonderful, a company building an enterprise AI agent platform, secured $100 million in Series B funding. Index Ventures led the round, with existing investors IVP and Insight Partners also participating. This funding will help Wonderful expand globally into new countries and develop more uses for its AI agents. The platform automates complex business tasks like customer support and sales. Wonderful has seen fast growth since launching just four months ago.

Wonderful raises $100 million for AI customer service

Wonderful successfully raised $100 million in Series A funding. The company plans to use this investment to advance its AI agents. These agents will be used to improve customer service operations. The funding aims to put AI technology directly into front-line customer interactions.

Intel stock jumps 93 percent with new AI focus

Intel's stock has surged 93% in the last three months due to its new AI strategies. The company introduced Crescent Island chips, designed for AI inference tasks, which differ from Nvidia's training processors. Intel plans to ship 100 million AI-enhanced PC chips by the end of 2025. The company is also rumored to be manufacturing custom AI chips for Tesla and collaborates with Nvidia on data center and consumer products. CEO Lip-Bu Tan highlighted AI as a key growth driver in the Q3 2025 report.

AI Security Institute chair moves firm to US

Ian Hogarth, who chairs the AI Security Institute, moved his investment firm Plural's headquarters from the UK to the US. Hogarth co-founded Plural with Wise co-founder Taavet Hinrikus in 2021. This move comes amid growing concerns that the UK is less appealing to tech investors. Plural reportedly faced challenges raising a new fund in the UK market.

Datavault AI stock drops 3.6 percent Monday

Datavault AI stock experienced a 3.6% drop on Monday. The company's shares closed at $1.33, down from $1.38. Trading volume was 139,147 shares, which is less than its average daily volume. Datavault AI focuses on providing artificial intelligence solutions.

HubSpot boosts AI adds Meta executive to board

HubSpot reported strong third-quarter results with revenue of US$809.52 million. The company highlighted over 200 new AI-driven product innovations. HubSpot also appointed Clara Shih, Meta's Head of Business AI Group, to its Board of Directors. Despite these positive developments, investors showed cautious sentiment due to concerns about valuation and tech market volatility.

Rightmove AI investment causes short term loss

UK property company Rightmove saw its shares drop after announcing plans to prioritize AI investments and platform upgrades. This shift will cause an immediate £1 million loss in the current financial year, with another £6 million in capital spending. Next year, £12 million will hit the profit and loss account, and £6 million will be capital expenditure. Rightmove is developing AI tools like "Style with AI" for home staging and an Opportunity Manager for lead prioritization. Investors are divided on whether these long-term tech advantages will pay off quickly.

Business Insider discusses AI stock market bubble

Concerns are growing about a possible AI stock market bubble. AI has helped push stock prices to record highs, but investors now wonder if these stocks are too expensive. Leaders like OpenAI chair Bret Taylor and Elon Musk have shared their worries. Business Insider's Joe Ciolli and Will Edwards will discuss this topic live on Wednesday, November 12th, at 2 p.m. ET.

Sources

• AMD Predicts Accelerating Sales Growth Driven by Data Centers
• AMD CEO says AI market is 'faster than anything we've seen before,' sees $1T by 2030 (AMD:NASDAQ)
• AMD's Lisa Su sees 35% annual sales growth driven by 'insatiable' AI demand
• Cathie Wood Dumps $2.4 Million Worth Of Tesla Stock, Doubles Down On These AI Stocks
• Cathie Wood Dumps $2.4 Million Worth Of Tesla Shares, Doubles Down On These AI Stocks
• Wonderful Secures $100M to Drive Enterprise Adoption of AI Agents Globally
• Wonderful raised $100M Series A to put AI agents on the front lines of customer service
• This Under-the-Radar AI Stock Just Soared 93%: Is It Too Late to Buy?
• AI Security Institute chair moves investment firm away from UK
• Datavault AI (NASDAQ:DVLT) Trading Down 3.6%
• Can HubSpot’s (HUBS) AI Investments and Board Changes Shift Its Competitive Narrative?
• UK Property Giant Rightmove’s AI Bet Sparks Short-Term £1m Loss
• Watch live: Worried about an AI bubble? Here's what you can do.