amazon launches nvidia while amd expands its platform

Key Takeaways

• Amazon CEO Andy Jassy defended the company's approximately $200 billion AI investment for 2026, highlighting opportunities in Alexa+, physical retail, and delivery.
• BofA Securities predicts AI infrastructure investment will nearly triple annually, recommending Micron Technology (MU) as its High Bandwidth Memory (HBM) supply is sold out through 2026, with Micron planning over $25 billion investment in fiscal 2026.
• AlphaTON Capital secured a $43 million partnership with Vertical Data to build AI and privacy computing infrastructure, deploying an NVIDIA B300 GPU cluster.
• Nvidia faces increasing competition in the AI chip market from rivals like AMD, Google, and Broadcom but is countering with new systems like Blackwell Ultra and Vera Rubin.
• Anthropic's new AI agent and revenue growth have intensified fears of disruption for software stocks, leading to a sharp fall in the iShares Expanded Tech-Software Sector ETF (IGV).
• Investors are shifting focus beyond GPUs to broader AI infrastructure components like power supply, memory, networking, and data center capacity.
• Chenbro Micom reported strong financial results, indicating increased global demand for data center hardware driven by AI adoption.
• Axon Enterprise's shares rose after launching new AI-driven software tools, expected to enhance products and boost bookings.
• Guggenheim upgraded Datadog to 'buy' due to growing demand for AI developer tools, including large-language model observability and AI-powered incident resolution.
• Stifel upgraded Texas Instruments (TXN) to 'buy' citing its potential in data center business and analog offerings, including an 800V DC power architecture for AI data centers.

AlphaTON Capital Secures $43 Million AI Hardware Deal

AlphaTON Capital is partnering with Vertical Data to invest $43 million in AI hardware and financing. This deal will help AlphaTON develop AI technologies focused on privacy and build a powerful GPU cluster using Nvidia's B300 architecture. The financing will be handled through Vertical Data's GPUfinancing.com platform. This partnership aims to boost AlphaTON's capabilities in creating secure AI systems. The deal is expected to be finalized in the second quarter of 2026, pending regulatory approval.

AlphaTON Capital Partners with Vertical Data for $43M AI Infrastructure

AlphaTON Capital has announced a $43 million partnership with Vertical Data to expand its AI infrastructure for confidential computing. The deal, expected to close in Q2 2026, will involve deploying a GPU cluster using NVIDIA's B300 architecture. Financing will be provided through Vertical Data's GPUfinancing.com platform, offering AlphaTON a non-recourse financing method. This collaboration supports AlphaTON's goal of building sovereign AI capabilities and will benefit partners like Telegram and Animoca Brands.

AlphaTON Raises $43 Million for AI and Privacy Infrastructure

AlphaTON Capital has secured approximately $43 million from Vertical Data to build its AI and privacy computing infrastructure. This funding will accelerate the development of its privacy computing roadmap and sovereign AI stack. The infrastructure aims to support AI, digital assets, and confidential computing within the TON ecosystem. It will provide computing power for applications from partners like Telegram and Animoca Brands, ensuring both high performance and privacy.

Vertical Data and AlphaTON Capital Forge $43M AI Infrastructure Deal

Vertical Data will provide approximately $43 million in AI hardware and financing to AlphaTON Capital Corp. for its AI infrastructure expansion. The partnership includes deploying a GPU cluster with NVIDIA's B300 architecture and arranging financing via GPUfinancing.com. This collaboration builds on previous engagements and focuses on capital-efficient deployment and managed infrastructure services. SNET Energy UK Ltd is coordinating the deal.

BofA Sees AI Investment Tripling, Recommends Micron Stock

BofA Securities analysts predict a significant increase in AI infrastructure investment, expecting it to nearly triple annually. They recommend Micron Technology (MU) as a top stock for this growth, highlighting its position in High Bandwidth Memory (HBM). Micron is investing heavily and has its HBM supply sold out through 2026. The firm sees a stable phase in global AI infrastructure spending.

BofA Backs Micron (MU) Amid Strong AI Infrastructure Growth

BofA Securities expects AI infrastructure investment to grow steadily, with a 25% to 30% capital expenditure intensity. They favor Micron Technology (MU) for its crucial role in High Bandwidth Memory (HBM) for AI chips. Micron is aggressively expanding capacity, with HBM sold out through 2026, and is trading at a low valuation. The company plans to invest over $25 billion in fiscal 2026.

Amazon CEO Defends $200 Billion AI Investment

Amazon CEO Andy Jassy defended the company's approximately $200 billion investment in AI for 2026 in his annual letter to shareholders. He stated it's not a speculative venture and highlighted opportunities in physical retail, delivery improvements, and the enhanced Alexa+ virtual assistant. Jassy also noted Amazon's commitment to serving customers in underserved areas and expanding its rural delivery network.

Amazon CEO Jassy Highlights AI, Robotics, and Rural Delivery

Amazon CEO Andy Jassy emphasized the company's significant investments in AI, robotics, and rural delivery in his latest shareholder letter. He called AI the most important initiative at Amazon, stressing responsible and ethical development. Jassy also detailed progress in using robots for fulfillment, expanding delivery to rural areas, and the rapid growth of Amazon Web Services (AWS).

Chenbro Micom Sees AI Driving Data Center Hardware Demand

Chenbro Micom's strong financial results for March and the first quarter of 2026 indicate a significant increase in global demand for data center hardware. This surge is driven by end-user adoption of artificial intelligence. The trend suggests broader implications for the supply chain and infrastructure needs of cloud providers, enterprises, and regional data centers.

Nvidia Faces AI Chip Rivalry Amid Strong Market Position

Nvidia faces increasing competition in the AI chip market from rivals like AMD, Google, and Broadcom. Despite this, Nvidia maintains a dominant market share through innovation and its AI ecosystem. Companies are diversifying their chip suppliers, and Chinese firms are developing their own advanced chips. Nvidia is fighting back with new systems like Blackwell Ultra and Vera Rubin, aiming to maintain its lead.

AI Investors Shift Focus to Infrastructure Beyond GPUs

As AI technology evolves, investors are increasingly looking beyond algorithms and GPUs to the underlying infrastructure. The next wave of innovation will focus on power supply, memory, networking, and data center capacity. Critical minerals, advanced data centers, and next-gen energy systems are becoming key investment areas. AI is also being used to optimize infrastructure development and resource management.

Axon Shares Rise After AI Product Launch

Axon Enterprise shares increased by up to 11% after the company unveiled new AI-driven software tools at its annual Axon Week conference. Analysts view the recent stock decline as an overreaction, citing Axon's strong market position and ongoing innovation. The new AI tools are expected to enhance existing products, create cross-selling opportunities, and potentially boost bookings.

Guggenheim Upgrades Datadog on AI Developer Tool Demand

Guggenheim upgraded Datadog to 'buy' from 'neutral,' citing growing demand for AI developer tools and a potential 50.2% stock upside. The firm believes Datadog is a key beneficiary of increased data volumes and IT complexity driven by AI. Datadog offers tools for large-language model observability and AI-powered incident resolution, providing a strong competitive advantage.

Anthropic's AI Agent Sparks Software Stock Sell-off

Anthropic's new AI agent and significant revenue growth have intensified fears of disruption for software stocks. The iShares Expanded Tech-Software Sector ETF (IGV) has fallen sharply, with some stocks down over 15%. Analysts warn that agentic AI could replace or augment traditional software-as-a-service models, impacting even major tech companies. The trend suggests hardware may outperform software in the current AI landscape.

Stifel Recommends Texas Instruments Amid AI Data Center Boom

Stifel upgraded Texas Instruments (TXN) to 'buy,' citing strong potential in its data center business and analog offerings. The firm predicts the company will capture share in the next analog upcycle and return to strong free cash flow generation. The acquisition of Silicon Laboratories and the development of an 800V DC power architecture for AI data centers are key growth drivers.

Sources

• AlphaTON (ATON) Secures $43M AI Hardware and Financing Deal
• AlphaTON Capital Announces $43 Million AI Infrastructure and Financing Partnership with Vertical Data
• AlphaTON raises $43 million to build sovereign AI and privacy infrastructure
• Vertical Data Announces $43M AI Infrastructure Partnership with AlphaTON Capital Corp.
• BofA Sees Strong Growth in AI Investment, Backs Micron (MU)
• BofA Sees Strong Growth in AI Investment, Backs Micron (MU)
• Andy Jassy defends Amazon’s $200B AI investment in letter to shareholders
• Amazon CEO Andy Jassy Makes Case for Big AI Spending in Annual Letter
• Chenbro Micom sees AI-driven hardware surge bolstering global data center deployments
• NVDA Stock Forecast: Is Nvidia Losing Its AI Mojo amid Rival Surge?
• Beyond the hype: why AI investors are looking below the surface
• Axon shares rebound after AI product push at annual conference
• This software stock is set to rally as demand for AI developer tools grows, Guggenheim says
• AI threat's relentless flogging of software stocks shows no end in sight with Anthropic's new agent
• Buy this semiconductor maker as AI data center boom continues, Stifel says