AI Industry: nvidia and amd Moves

The artificial intelligence sector continues its rapid expansion, with key players like TSMC, Nvidia, and AMD reporting significant growth and demand. TSMC, a crucial manufacturer for AI chips, saw its third-quarter profit soar by 39%, exceeding expectations and prompting an upward revision of its 2025 revenue growth forecast to the mid-30% range. This surge is largely attributed to the high demand for advanced chips used in high-performance computing and AI applications, with 7-nanometer or smaller chips making up 74% of its wafer revenue. Nvidia and Apple are among TSMC's major clients for these advanced processors. Meanwhile, AMD is solidifying its position in the AI market, supplying data center chips to major companies including OpenAI, Microsoft, and Meta Platforms. OpenAI plans to utilize AMD's Instinct MI450 series GPUs next year, a move expected to drive substantial revenue growth for AMD. Beyond chip manufacturing and hardware, the AI ecosystem is expanding into specialized platforms. Corbel, an AI-powered platform for industrial sales, secured $6.7 million in seed funding to enhance its AI capabilities and expand its services for manufacturers. In the realm of AI infrastructure, Bloom Energy's fuel cells are powering the growth of AI data centers, with the company's stock surging significantly over the past year. Crypto mining firm Bitdeer is also investing heavily in AI, aiming for $2 billion in annual AI revenue by 2026. Analysts are closely watching these developments, with Wedbush naming Nvidia, Apple, and Microsoft as top AI stock picks for 2025 due to robust demand for AI chips and increasing enterprise adoption. Other AI-focused companies like SentinelOne are also gaining analyst attention for their rapid growth.

Key Takeaways

  • TSMC reported a record third-quarter profit, up 39.1% year-over-year, driven by strong demand for AI chips.
  • TSMC raised its 2025 revenue growth forecast to the mid-30% range, citing positive AI market trends.
  • Advanced chips (7nm or smaller) accounted for 74% of TSMC's third-quarter wafer revenue.
  • AMD is supplying AI chips to major companies like OpenAI, Microsoft, and Meta Platforms, with OpenAI planning to use AMD's Instinct MI450 GPUs next year.
  • Corbel, an AI platform for industrial sales, raised $6.7 million in seed funding to expand its AI capabilities and services.
  • Bloom Energy's fuel cells are increasingly powering AI data centers, contributing to a significant surge in the company's stock price.
  • Bitdeer Technologies aims to generate $2 billion in annual AI revenue by 2026 through AI data center expansion.
  • Wedbush identifies Nvidia, Apple, and Microsoft as top AI stock picks for 2025, citing strong AI chip demand and enterprise adoption.
  • Nvidia GPUs face a nearly 10-to-1 demand-to-supply ratio for next-generation models.
  • SentinelOne is noted as one of the fastest-growing AI stocks, with continued analyst support.

TSMC's profit soars 39% driven by AI chip demand

TSMC reported a record third-quarter profit, with a 39.1% increase from last year, surpassing expectations. The company's high-performance computing division, which includes AI and 5G, accounted for 57% of its revenue. TSMC manufactures advanced AI processors for major clients like Nvidia and Apple. CEO C.C. Wei noted the positive AI market trends and raised the company's 2025 revenue growth forecast to the mid-30% range. Advanced chips, 7-nanometer or smaller, made up 74% of the quarter's wafer revenue.

TSMC hits record profit fueled by AI chip demand

Taiwan Semiconductor Manufacturing Co. (TSMC) achieved a record-high third-quarter profit, driven by strong demand for artificial intelligence infrastructure. The company reported a net profit of T$452.30 billion, exceeding estimates. TSMC forecasts continued AI-fueled demand and dismissed concerns about U.S.-China trade tensions impacting sales. CEO C.C. Wei expressed confidence in maintaining high growth rates even without the Chinese market. The company also expects continued growth from enterprise AI and sovereign AI efforts.

TSMC profit jumps 39% on strong AI demand

Taiwan Semiconductor Manufacturing Company (TSMC) reported a 39% year-over-year profit increase in the third quarter, exceeding analyst expectations. The company posted revenues of NT$989.92 billion and a net income of NT$452.3 billion. This strong performance is boosting AI chipmaker stocks like Broadcom and Nvidia. CEO C.C. Wei stated that AI market developments are very positive, strengthening the company's conviction in the AI mega trend. TSMC has raised its 2025 revenue growth forecast to the mid-30% range.

Corbel raises $6.7M for AI industrial sales platform

Corbel, an AI-powered platform for industrial sales, has secured $6.7 million in seed funding led by Ibex Investors. Founded in 2022, Corbel streamlines the selling, pricing, and financing of industrial machinery using AI. The platform integrates with manufacturers' systems to automate configuration, pricing, and quoting, while embedding financing options. Corbel plans to use the funds to expand its teams, enhance AI capabilities, and grow partnerships with original equipment manufacturers (OEMs) in North America.

Corbel secures $6.7M seed funding for AI industrial sales

Corbel, an AI operating system for industrial equipment manufacturers, has raised $6.7 million in seed funding, with Ibex Investors leading the round. The company uses AI agents to automate configuration, pricing, quoting, and financing for complex machinery sales. Corbel's platform transforms product data into AI intelligence for smarter selling and personalized customer experiences. It has already processed over $60 million in quoting volume and facilitated $1.7 million in financing. The funding will support expansion of engineering and go-to-market teams, and strengthen AI capabilities.

AMD stock rises on strong AI chip demand

Advanced Micro Devices (AMD) is positioned as a key player in the artificial intelligence market, supplying data center chips to major companies like OpenAI, Microsoft, and Meta Platforms. OpenAI plans to use AMD's upcoming Instinct MI450 series GPUs next year. Analysts anticipate significant revenue growth for AMD, with estimates likely to be revised upward. The stock has seen substantial gains year to date, and its hardware is being deployed by major tech firms for AI applications.

AMD gains traction in AI chip market

Advanced Micro Devices (AMD) is making significant strides in the AI chip market, securing a deal to supply OpenAI with chips over the next several years. AMD's hardware is already used by major companies including Microsoft, Meta Platforms, Oracle, Tesla, and xAI. OpenAI will deploy AMD's Instinct MI450 series GPUs next year, which is expected to drive substantial revenue growth. Analysts are revising their growth estimates for AMD higher due to this increasing demand for its AI-focused products.

Bitdeer stock surges on AI expansion plans

Crypto mining firm Bitdeer Technologies saw its stock price jump nearly 30% to an all-time high, driven by its AI data center expansion and strong mining output. The company aims to generate $2 billion in annual AI revenue by 2026 with 200 MW of capacity. Bitdeer mined 452 BTC in September, increasing its hashrate, and plans to reach 40 EH/s by the end of October. The company is expanding its power capacity globally to support AI computing workloads.

Bloom Energy fuel cells power AI data center growth

Bloom Energy's stock has surged 1,000% in the past year as its fuel cells provide crucial power for the booming AI data center industry. The company's on-site, off-grid power solutions can be deployed faster than traditional grid infrastructure. Bloom Energy CEO KR Sridhar noted that the demand for data centers accelerated significantly after the launch of ChatGPT. The company's solid oxide fuel cells use ceramics and operate efficiently at high temperatures, converting natural gas or hydrogen into electricity cleanly. Bloom Energy aims to deploy 10 gigawatts of fuel cells annually.

TSMC raises 2025 sales outlook to mid-30% range

TSMC reported a 39% increase in third-quarter net profit, reaching 452.3 billion New Taiwan dollars, and exceeded earnings per share estimates. The company raised its 2025 revenue growth forecast to the mid-30% range, up from approximately 30%. This optimistic outlook reflects strong demand for high-performance semiconductors powering AI. TSMC's shares have risen nearly 40% this year, driven by the demand for AI-related chips.

TSMC boosts 2025 sales forecast amid AI boom

TSMC, the world's largest contract chipmaker, has increased its 2025 sales outlook to the mid-30% range, signaling strong confidence in the artificial intelligence (AI) market. This projection is driven by surging demand for advanced chips that power AI technologies, particularly for companies like Nvidia Corp. TSMC's advanced manufacturing capabilities make it a key player in the global AI ecosystem. The company's performance and forecast are seen as indicators of continued growth in AI applications.

Wedbush names top AI stock picks for 2025

Wedbush analysts have identified Nvidia, Apple, and Microsoft as top tech stock picks for 2025, citing strong demand for AI chips and increasing enterprise adoption. They observed a nearly 10-to-1 demand-to-supply ratio for next-generation Nvidia GPUs, indicating robust demand. This trend supports continued growth for chip suppliers like TSMC, AMD, and Intel. Wedbush also noted growing approval of large-scale AI projects by hyperscalers such as Amazon, Alphabet, and Oracle.

SentinelOne AI security gains analyst support

SentinelOne, Inc. is receiving mixed but increasing analyst support for its AI security solutions. On October 3, 2025, Shaul Eyal of TD Cowen maintained a Buy rating with a $24.00 price target for the company. SentinelOne is recognized as one of the fastest-growing AI stocks currently available.

Analysts split on GitLab amid AI DevSecOps push

GitLab Inc. is experiencing divided analyst opinions as its AI DevSecOps push meets market uncertainty. On September 30, 2025, Wells Fargo initiated coverage with an Equal Weight rating and a $50.00 price target. The firm cited uncertainties regarding GitLab's go-to-market transition, tougher year-over-year pricing comparisons, and investor hesitation about near-term visibility. GitLab is considered one of the fastest-growing AI stocks.

Sources

NOTE:

This news brief was generated using AI technology (including, but not limited to, Google Gemini API, Llama, Grok, and Mistral) from aggregated news articles, with minimal to no human editing/review. It is provided for informational purposes only and may contain inaccuracies or biases. This is not financial, investment, or professional advice. If you have any questions or concerns, please verify all information with the linked original articles in the Sources section below.

AI chip demand TSMC record profit high-performance computing Nvidia Apple AI market trends revenue growth forecast advanced chips Taiwan Semiconductor Manufacturing Co. artificial intelligence infrastructure enterprise AI sovereign AI AI chipmaker stocks Corbel seed funding industrial sales platform AI agents industrial equipment manufacturers AMD data center chips OpenAI Microsoft Meta Platforms Instinct MI450 series GPUs revenue growth AI-focused products Bitdeer AI data center expansion AI revenue crypto mining Bloom Energy fuel cells AI data center industry on-site power solutions ChatGPT solid oxide fuel cells semiconductors AI ecosystem AI applications Wedbush top AI stock picks enterprise adoption Nvidia GPUs chip suppliers Intel hyperscalers Amazon Alphabet Oracle SentinelOne AI security analyst support fastest-growing AI stocks GitLab AI DevSecOps market uncertainty Wells Fargo

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