amd, nvidia and amazon Updates

The artificial intelligence sector continues to drive significant growth and strategic investments across a diverse range of industries, from chip manufacturing to cloud services and consumer goods. German chipmaker Infineon, for instance, has substantially raised its 2026 sales target for its AI power supply business to approximately 1.5 billion euros, a 50% increase from previous guidance, citing robust demand from AI data centers. The company anticipates its total addressable market for these products could reach 8 billion to 12 billion euros by the end of the decade, with overall revenue for fiscal year 2024 projected between 17 billion and 17.5 billion euros. This AI-driven demand is helping Infineon offset slower growth in its automotive and industrial segments, leading to positive movement in its shares. In the competitive AI chip market, Advanced Micro Devices (AMD) is making significant strides. The company's shares surged after it forecast its AI-powered revenue to hit $2 billion in 2023, an increase from an earlier $1.5 billion projection, and expects this figure to grow to over $3.5 billion in 2024. AMD is ramping up production of its MI300 accelerators, aiming to compete directly with Nvidia Corp. for market share. Major tech giants are also heavily invested in AI. Amazon is pouring hundreds of millions of dollars into its expanding AI business, leveraging its AWS platform, which saw a 20% sales increase in the third quarter due to increased client adoption of AI tools. Amazon also holds a minority stake in Anthropic, a prominent AI developer. Oracle Corporation is another key player, with its cloud revenue jumping 28% year-over-year, partly fueled by a significant deal with OpenAI. Oracle boasts a substantial backlog of $455 billion in future revenue and plans to expand its cloud infrastructure, particularly in AI, to solidify its position. Anthropic, known for its Claude LLM, is projected to achieve profitability much faster than OpenAI. Reports suggest Anthropic has increased its growth forecast by 13% to 28% over the next three years, expecting to generate up to $70 billion in revenue by 2028, a considerable leap from about $5 billion this year. Its 2025 revenue from its API business is anticipated to be twice that of OpenAI, which faces large operating losses in 2028 due to high computing costs and may not turn a profit until 2030. Anthropic has successfully raised $7.3 billion from investors and focuses on business users. Beyond these core players, other companies are integrating AI into their operations and offerings. Foxconn announced its AI server sales reached US$32 billion as of November 12, 2025, anticipating continued rapid growth driven by demand for computing power and AI rack production. UL Solutions recently launched new AI safety certification services, addressing the increasing need for compliance in AI technology, alongside reporting strong third-quarter earnings. Analog Devices released CodeFusion Studio 2.0, an update to its embedded development platform, adding full AI workflow support to simplify edge AI deployment. DeNA Co. Ltd. approved an investment to support its 'AI-ALL-IN' policy, aiming to embed AI innovation deeper into its business for future growth. Even Procter & Gamble is launching new AI-driven products, particularly in China, despite fluctuations in its share price. Furthermore, startup Spiich Labs secured 600,000 euros in pre-seed funding to develop an AI assistant for automating sales team administrative tasks, while BigBear.ai's stock soared after strong earnings and a $250 million acquisition of Ask Sage, expected to boost its generative AI capabilities and government contracts.

Key Takeaways

• Infineon significantly raised its 2026 sales target for AI power supply solutions to approximately 1.5 billion euros, driven by strong demand from AI data centers.
• AMD forecasts its AI-powered revenue to reach $2 billion in 2023 and over $3.5 billion in 2024, increasing MI300 accelerator production to compete with Nvidia.
• Amazon is investing hundreds of millions in its AI business, with AWS sales growing 20% in Q3 due to AI tool adoption, and holds a minority stake in Anthropic.
• Anthropic projects profitability sooner than OpenAI, expecting up to $70 billion in revenue by 2028 and 2025 API revenue double that of OpenAI.
• Oracle's cloud revenue jumped 28% year-over-year, boosted by AI investments and a major deal with OpenAI, with a $455 billion future revenue backlog.
• Foxconn's AI server sales reached US$32 billion as of November 12, 2025, anticipating continued rapid growth in the AI sector.
• UL Solutions launched new AI safety certification services, addressing the growing need for safety and compliance in AI technology.
• Analog Devices released CodeFusion Studio 2.0, enhancing its embedded development platform with full AI workflow support for edge AI deployment.
• DeNA Co. Ltd. is implementing an 'AI-ALL-IN' policy, investing in AI innovation for long-term business growth.
• BigBear.ai's stock surged following strong earnings and a $250 million acquisition of Ask Sage, aiming to boost its generative AI capabilities and government contracts.

Infineon boosts AI power supply sales goal for 2026

German chipmaker Infineon significantly raised its 2026 sales target for its AI power supply business. The company expects this segment to reach about 1.5 billion euros due to strong demand from AI data centers. CEO Jochen Hanebeck noted the increased need for their power supply solutions. Infineon also forecasts a moderate increase in total revenue for the 2025 fiscal year, reaching 14.7 billion euros. The company believes its market for these products will grow to 8 billion to 12 billion euros by the end of the decade.

Infineon lifts 2026 AI power supply sales forecast

German chipmaker Infineon increased its 2026 sales target for the AI power supply segment. This change comes from strong demand, especially for AI data centers. CEO Jochen Hanebeck stated the 2026 target for this division is now about 1.5 billion euros. For the 2025 fiscal year, Infineon reported 14.7 billion euros in revenue. The company also expects its total addressable market to reach 8 billion to 12 billion euros by the end of the decade.

Infineon expects strong 2026 sales from AI solutions

Infineon Technologies AG predicts moderate revenue growth for the fiscal year ending September. The company raised its sales outlook for power solutions used in AI data centers to about 1.5 billion euros for fiscal year 2026. Infineon expects overall revenue to grow 9% to 12% this fiscal year compared to last year. Demand for AI data centers helps the company despite slower growth in its automotive market. Infineon shares rose 1.5% in premarket trading after the announcement.

Infineon boosts AI sales forecast to 1.5 billion euros

German chipmaker Infineon expects moderate revenue growth for the fiscal year ending in September. The company increased its sales forecast for power solutions in AI data centers to about 1.5 billion euros for 2026. This is a 50% increase from its previous guidance. CEO Jochen Hanebeck noted that global investment in AI infrastructure is growing fast, helping Infineon overcome weak growth in its automotive market. Infineon's 2025 revenue was 14.66 billion euros. The company's shares rose 0.6% to 34.09 euros in Frankfurt.

Infineon predicts sales growth driven by AI chip demand

Infineon Technologies AG expects sales to grow again in the current fiscal year, thanks to strong demand for AI chips. The company forecasts revenue between 17 billion and 17.5 billion euros for the year ending September 2024. This is an increase from 16.3 billion euros in 2023. CEO Jochen Hanebeck highlighted the strong demand for their products in AI data centers. Infineon's power-management chips are vital for AI computing, helping offset weaker demand in automotive and industrial sectors. The company's shares rose 3.5% after this announcement.

Infineon shares rise 5% on higher AI sales goal

Infineon's shares jumped 5% after the German chipmaker increased its 2026 sales target for the AI power supply segment. Analysts at J.P. Morgan see this guidance as positive for the stock. Jefferies expects AI power to continue driving Infineon's growth past fiscal year 2026. This growth will happen alongside a recovery in the automotive and industrial semiconductor markets. Infineon's stock topped the German blue chip index following the news.

Infineon triples 2026 AI power supply sales forecast

German chipmaker Infineon significantly raised its 2026 sales target for the AI power supply segment. The company now expects this segment to reach $3 billion by 2026, a big jump from its earlier target of $1.2 billion. CEO Jochen Hanebeck noted strong demand from AI data centers, electric vehicles, and renewable energy. Infineon also increased its revenue outlook for fiscal year 2024 to between 15.1 billion and 15.6 billion euros. For the 2025 fiscal year, Infineon reported 14.7 billion euros in revenue.

UL Solutions launches AI safety certification services

UL Solutions Inc. recently started offering new AI safety certification services. This move addresses the growing need for safety and compliance in AI technology. The company also reported strong third-quarter earnings, with sales reaching US$783 million and net income at US$100 million. Its board declared a quarterly dividend of US$0.13 per share. UL Solutions expects to reach $3.5 billion in revenue and $477.8 million in earnings by 2028.

DeNA invests in AI for long-term growth

DeNA Co. Ltd. approved an investment in Delight Ventures Builder III Investment Limited Partnership. This move supports its AI-ALL-IN policy and aims to embed AI innovation deeper into its business for future growth. While the immediate financial impact is small, it shows DeNA's long-term ambition. The company recently reported strong half-year earnings, with an 18.3% increase in revenue. DeNA's outlook projects 156.9 billion yen in revenue and 24.8 billion yen in earnings by 2028.

Procter & Gamble launches AI products, reports strong earnings

Procter & Gamble PG is gaining attention after launching new AI-driven products, especially in China, and reporting strong financial results. Despite these positive developments, the company's share price is down over 10% year-to-date. One analysis suggests Procter & Gamble is overvalued, estimating its fair value at $119.81 compared to its current price of $148.54. However, another model, the Discounted Cash Flow, suggests the company might be undervalued with a fair value of $185.05.

Amazon is a top AI stock for the next five years

Amazon is investing hundreds of millions of dollars into its growing AI business. The company has a large AI presence through its AWS platform and also holds a minority stake in Anthropic, which created the Claude LLM. Amazon plans to spend even more on AI in 2026 than the $125 billion spent in 2025. AWS sales grew by 20% in the third quarter as more clients used its AI tools. Experts consider Amazon an excellent long-term investment in the AI sector.

Amazon strong AI investment for the next five years

Amazon is investing hundreds of millions of dollars to build a competitive AI platform. Its AI business is booming, especially through its AWS platform, and it also owns a part of Anthropic, which makes the Claude LLM. Management plans to spend more on AI in 2026 than the $125 billion spent in 2025. AWS sales increased by 20% in the third quarter as more customers adopted its AI tools. Amazon is considered a great long-term AI investment because of its strong AI growth and diverse business.

Oracle sees growth opportunity with AI and cloud

Oracle Corporation is expected to see significant growth, with analysts projecting a 17% upside for its stock. This optimism comes from the company's strong cloud growth and major investments in Artificial Intelligence. Oracle's cloud revenue jumped 28% year-over-year, boosted by a big deal with OpenAI. The company has a large backlog of $455 billion in future revenue. Oracle plans to expand its cloud infrastructure, especially in AI, and aims to become a key player in the AI market.

Analog Devices boosts AI tools with CodeFusion Studio 2.0

Analog Devices ADI released CodeFusion Studio 2.0, a major update to its open-source embedded development platform. This new version adds full AI workflow support, model compatibility checks, and advanced debugging tools. It is designed for ADI's processors and microcontrollers. The goal is to improve the ecosystem for edge AI and make AI deployment simpler. The semiconductor industry generally views such expansions into advanced AI tools positively.

Foxconn reaches $32 billion in AI server sales

Foxconn announced at its November 12, 2025, earnings briefing that its AI server sales have reached US$32 billion. The company sees the AI sector continuing to grow rapidly. This growth is fueled by high demand for computing power and the large-scale production of new AI racks. Foxconn expects a significant increase in AI rack shipments, which will lead to strong growth in the fourth quarter of 2025.

Anthropic expects profit sooner than OpenAI

A new report suggests Anthropic is on track to become profitable much faster than OpenAI. Anthropic has increased its growth forecast by 13% to 28% over the next three years. The company expects to earn up to $70 billion in revenue by 2028, a significant jump from about $5 billion this year. Its 2025 revenue from its API business is projected to be twice that of OpenAI. OpenAI, however, expects large operating losses in 2028 due to high computing costs and may not turn a profit until 2030. Anthropic has raised $7.3 billion from investors and focuses on business users.

Spiich Labs secures €600k for AI sales assistant

Spiich Labs, a startup from Sweden, successfully raised 600,000 euros in pre-seed funding. This capital will help the company further develop its AI assistant. The AI assistant aims to automate administrative tasks for sales teams. This automation will help boost productivity for sales professionals.

AMD shares jump on strong AI chip revenue forecast

Advanced Micro Devices Inc. AMD shares surged 7% after the company predicted a big increase in revenue from its AI chips. AMD expects its AI-powered revenue to hit $2 billion in 2023, up from an earlier forecast of $1.5 billion. The company also anticipates this revenue will grow to over $3.5 billion in 2024. AMD is increasing production of its MI300 accelerators to compete with Nvidia Corp. CEO Lisa Su expressed confidence in gaining a significant share of the fast-growing AI market.

BigBear.ai stock soars after strong earnings and acquisition

BigBear.ai stock is skyrocketing, up 13.4% today and 66% year to date. This surge follows the company's third-quarter report and news of an acquisition. BigBear.ai reported better-than-expected sales of $33.14 million and a smaller loss of $0.03 per share for the quarter. The company also announced it is acquiring Ask Sage in a $250 million deal. Investors believe this acquisition will boost BigBear.ai's standing in generative AI and help secure more government contracts.

Sources

• Infineon raises 2026 sales target for AI power supply segment on booming demand
• Infineon raises 2026 sales target for AI power supply segment on booming demand
• Infineon Sees 2026 Revenue Growth as AI Outlook Boosts Sales
• Infineon Sees 2026 Revenue Growth as AI Outlook Boosts Sales
• Infineon Forecasts Return to Sales Growth as AI Chip Demand Keeps Booming
• Infineon jumps after 2026 sales target hike for AI power supply segment
• Infineon raises 2026 sales target for AI power supply segment on booming demand
• How Investors Are Reacting To UL Solutions (ULS) Launching AI Safety Certification and Reporting Higher Earnings
• Is DeNA's (TSE:2432) AI Investment a Signal of Strategic Discipline or Bold Ambition?
• Procter & Gamble (PG): Evaluating Valuation Following AI Product Launches and Strong Earnings
• What Is One of the Best Artificial Intelligence Stocks to Own for the Next 5 Years?
• What Is One of the Best Artificial Intelligence Stocks to Own for the Next 5 Years?
• Oracle: Cloud Momentum And Heavy AI Investment Turn A 30% Slide Into Opportunity (NYSE:ORCL)
• How Investors Are Reacting To Analog Devices (ADI) Expanding Embedded AI Tools With CodeFusion Studio 2.0
• Foxconn hits US$32B in AI server sales, eyes strong 4Q25 growth on rack demand
• Anthropic On Track To Report A Profit Much Faster Than OpenAI: Report
• Spiich Labs raises €600k to advance AI sales assistant
• Chip Stocks Jump as AMD Forecasts Massive AI-Driven Revenue Boost
• Why BigBear.ai Stock Is Skyrocketing Today