anthropic, openai and amd Updates

The artificial intelligence sector continues to see significant investment and strategic partnerships. POET Technologies announced on October 7, 2025, a substantial $75 million investment, its largest to date, to fuel growth in AI connectivity solutions and optical networking. This funding will support acquisitions, R&D, and operational expansion, leveraging their patented Optical Interposer technology for cost-effective and power-efficient integration of electronic and photonic devices. Meanwhile, the immense electricity demand from AI data centers is boosting companies like GE Vernova and Quanta Services, with GE Vernova also benefiting from its own AI software acquisitions. Marvell Technology is also positioned for growth, reporting a 58% year-over-year revenue increase driven by demand for its custom AI chips and data center connectivity components, which now constitute 75% of its business. In the realm of AI software and large language models, IBM's stock rose following a partnership with Anthropic to integrate its Claude models into IBM's software, including development tools. This collaboration places Anthropic as a key competitor to OpenAI. AMD has entered a multi-year agreement to supply OpenAI with chips, a deal that could generate tens of billions annually for AMD and includes an option for OpenAI to acquire a stake. SoundHound AI stock has seen increased activity, partly due to the AMD-OpenAI deal, and has also been recognized as a leader in conversational AI. Goldman Sachs identifies Nvidia and TSMC as top AI stocks, with Snowflake, Zscaler, and Varonis Systems noted for data and security in AI. On the application side, Samsara and HubSpot are highlighted, with Oracle mentioned as a potential hyperscaler. The overall AI debt market has reached $1.2 trillion in investment grade, representing 14% of that market and showing strong financials among linked companies. In specialized AI applications, two startups for plaintiff-side lawyers, EvenUp and Eve, have collectively raised over $250 million, valuing them at a combined $3 billion for their AI tools that streamline legal processes.

Key Takeaways

• POET Technologies secured $75 million in its largest investment to date on October 7, 2025, to expand AI connectivity solutions and optical networking.
• The growing demand for electricity to power AI data centers is benefiting companies like GE Vernova and Quanta Services.
• Marvell Technology's revenue increased 58% year-over-year, driven by demand for its custom AI chips and data center connectivity solutions, which now form 75% of its business.
• IBM is partnering with AI startup Anthropic to integrate Anthropic's Claude large language models into IBM's software portfolio.
• AMD has agreed to supply OpenAI with chips in a multi-year partnership that could generate tens of billions annually for AMD.
• Goldman Sachs names Nvidia and TSMC as top AI stocks, and Snowflake, Zscaler, and Varonis Systems for AI data and security.
• Debt tied to AI companies has grown to $1.2 trillion, making it the largest segment in the investment-grade market.
• Two AI startups for plaintiff-side lawyers, EvenUp and Eve, have raised over $250 million collectively, valuing them at $3 billion.
• SoundHound AI stock is experiencing increased trading activity, influenced by the AMD-OpenAI deal and recognition in conversational AI.
• POET Technologies utilizes its patented Optical Interposer platform to integrate electronic and photonic devices on a single chip for AI infrastructure.

POET Technologies lands $75 million for AI connectivity growth

POET Technologies announced on October 7, 2025, that it has secured $75 million in its largest investment to date from a single institutional investor. The company plans to use these funds for corporate development, including acquisitions, scaling research and development, and expanding its operations. This investment will help POET Technologies capitalize on the growing AI infrastructure market, particularly in connectivity solutions like light sources and ultra-high-speed transceivers. The company's patented Optical Interposer platform integrates electronic and photonic devices on a single chip for cost-effective and power-efficient solutions.

POET Technologies secures $75M to boost AI hardware growth

POET Technologies announced on October 7, 2025, that it closed a $75 million investment deal, its largest funding round ever, to accelerate growth in AI connectivity. The funds, secured through a private placement with one institutional investor, will support corporate expansion, acquisitions, research and development, and scaling its high-speed optical engine business. CEO Dr. Suresh Venkatesan stated the investment positions POET to capitalize on the massive growth in AI infrastructure. The company's Optical Interposer technology integrates light-based and electronic components on a single chip for faster, more efficient data transmission.

POET Technologies raises $75 million for AI and optical networking

On October 7, 2025, POET Inc. announced it closed a $75 million private placement, marking the largest investment in its history. The funds will support the company's expansion into artificial intelligence and optical networking sectors. POET Technologies specializes in high-speed optical engines and light source products, using its patented Optical Interposer technology to integrate electronics and photonics onto a single chip. This technology aims to revolutionize data communication and computing, especially for AI and data center applications.

POET Technologies closes $75 million investment for AI growth

POET Technologies announced on October 7, 2025, the closing of a $75 million investment from a single institutional investor, the largest in the company's history. The funds will be used for corporate development, including acquisitions, scaling R&D, and expanding operations to accelerate growth in AI connectivity solutions. CEO Dr. Suresh Venkatesan highlighted the opportunity in AI infrastructure and stated the investment allows POET to scale its ambitions in advanced AI hardware solutions. The company's technology focuses on high-speed optical engines and light sources for data centers and AI markets.

AI demand boosts electric grid stocks GE Vernova and Quanta Services

The rapidly growing demand for artificial intelligence (AI) is driving a significant need for electricity, requiring major upgrades and expansion of the electric grid. Companies like GE Vernova and Quanta Services are well-positioned to benefit from this trend. GE Vernova, a global energy-focused company, provides grid solutions and power generation technologies. Quanta Services is a contractor specializing in energy and communications infrastructure. Both companies are expected to profit from the essential work of building and maintaining the infrastructure needed to power AI data centers.

GE Vernova stock soars on AI energy demand

GE Vernova is seeing significant investor interest due to the massive electricity demand from artificial intelligence (AI) data centers. The company's diverse energy solutions, including nuclear, natural gas, and grid infrastructure, position it to benefit from the AI boom. GE Vernova's customers generate about 25% of the world's electricity, and its recent acquisition of AI software firm Alteia further enhances its offerings. Analysts project strong earnings and revenue growth for GE Vernova as AI continues to drive energy consumption.

Marvell Technology stock a strong AI play

Marvell Technology is presented as a solid investment for those looking to capitalize on the growing demand for artificial intelligence (AI) infrastructure. The company's revenue surged 58% year over year last quarter, driven by strong demand for its custom AI chips and connectivity components used in data centers. Data center revenue now makes up 75% of Marvell's business, boosting its margins and earnings. Analysts anticipate significant earnings growth, making Marvell Technology an attractive option in the AI sector.

Marvell Technology stock poised for growth in AI

Marvell Technology is highlighted as a promising semiconductor company benefiting from the surge in artificial intelligence (AI) spending. Last quarter, Marvell's revenue increased by 58% year over year, largely due to demand for its custom AI chips and Ethernet connectivity solutions for data centers. This focus on data centers now represents 75% of the company's business, leading to improved margins and earnings. With analysts projecting substantial earnings growth, Marvell Technology is considered a strong choice for investors seeking exposure to the AI market.

Sera AI raises 1.5 million euros for AI sales agent

Sera AI, an Estonia-based startup, has successfully raised 1.5 million euros in a seed funding round. The investment was led by Maki VC, with participation from other notable investors. Founded in 2018, Sera AI develops an AI-powered sales agent designed to automate B2B prospecting, research, and outreach. The company plans to use the funds to accelerate its international expansion and enhance its marketing strategies. Its platform helps identify potential buyers, gather information, and generate personalized communications in multiple languages for technology and manufacturing firms.

IBM stock jumps on Anthropic AI partnership

IBM's stock saw an early Tuesday surge following the announcement of a partnership with AI startup Anthropic. This collaboration will integrate Anthropic's Claude large language models into IBM's software portfolio, starting with its software development tools. IBM also worked with Anthropic to create a guide for businesses building AI agents. Anthropic is a major competitor to OpenAI, and this partnership is part of IBM's broader strategy to enhance generative AI capabilities for businesses. IBM also highlighted its Watsonx Orchestrate offering, which supports the deployment of customized AI agents.

AI news dominates as AMD partners with OpenAI

U.S. stocks showed mixed performance on Monday, October 6, 2025, with artificial intelligence (AI) news continuing to be a major driver. Chipmaker AMD announced a multi-year partnership to supply OpenAI with chips, potentially generating tens of billions in annual revenue for AMD. OpenAI also has the option to acquire a stake in AMD. Federal Reserve Board Governor Stephen Miran is scheduled to speak, and the digest also covers the concept of volatility in investing, explaining how it is measured and when it is important for investors.

SoundHound AI stock gains on AMD-OpenAI deal

SoundHound AI stock is experiencing increased trading activity this week, partly influenced by the recent deal between AMD and OpenAI. Investors are speculating about potential collaborations and growth opportunities in the AI space that could benefit SoundHound. The company's stock also rose after being recognized as a leader in Worldwide Conversational AI Platforms by the IDC MarketScape report. Options traders are showing a bullish trend for SOUN stock, with call options being traded more frequently than puts.

Goldman Sachs names Nvidia, TSMC top AI stocks

Brook Dane, co-head of public tech investing at Goldman Sachs Asset Management, believes Nvidia remains a strong buy despite its recent surge, capturing a significant portion of AI chip spending. Dane also highlighted semiconductor manufacturer TSMC as a key player in AI infrastructure. For data and security in AI, Snowflake, Zscaler, and Varonis Systems were mentioned. On the AI application side, Samsara and HubSpot were listed, with HubSpot noted for its partnerships and role in assisting small businesses with AI adoption. Oracle was mentioned as a potential hyperscaler player.

JPMorgan: AI debt tops $1.2 trillion in investment grade market

According to JPMorgan Chase & Co., debt tied to artificial intelligence (AI) companies has grown to $1.2 trillion, making it the largest segment in the investment-grade market. AI companies now represent 14% of this market, surpassing U.S. banks. Analysts identified 75 companies across tech, utilities, and capital goods sectors linked to AI, noting that many are high-quality issuers with strong financials. Despite concerns about stretched valuations, the debt from these AI-linked companies trades at a tighter spread than the broader market, reflecting their perceived quality and stability.

AI startups for lawyers raise over $250 million

Two artificial intelligence startups focused on plaintiff-side lawyers have collectively raised over $250 million, valuing the companies at a combined $3 billion. EvenUp, which assists personal injury lawyers with tasks like drafting demand letters, raised $150 million and is valued at over $2 billion. Eve, another company providing AI tools for plaintiffs' firms, raised an undisclosed amount at a $1 billion valuation. These startups utilize AI models trained on legal data to streamline legal processes and gain market share rapidly.

Sources

• POET Technologies Secures $75 Million Investment to Boost AI Connectivity
• POET Technologies Secures $75M to Boost AI Growth
• POET Technologies Secures $75 Million Investment to Accelerate AI Connectivity Solutions
• POET Technologies Announces Closing of US$75 Million Investment to Accelerate Growth in AI Connectivity Solutions
• 2 Electric Grid Stocks to Buy as Soaring Artificial Intelligence (AI) Demand Drives Surging Electricity Demand @themotleyfool #stocks $GEV $NVDA $PWR $IDA
• Best AI Stocks to Buy in Q4: GE Vernova and Energy Stocks?
• What Is One of the Best Artificial Intelligence (AI) Stocks to Buy Now?
• What Is One of the Best Artificial Intelligence (AI) Stocks to Buy Now?
• Sera AI Raises €1.5 Million in Seed Round
• IBM Breaks Out On AI Deal With Anthropic
• Novice Investor’s Digest For Tuesday, October 7: AI News Continues To Dominate
• Is SoundHound AI Stock (SOUN) Surging on AMD-OpenAI News?
• Goldman Sachs portfolio manager Brook Dane lists Nvidia, TSMC among top AI stocks to buy
• JPMorgan Says $1.2 Trillion Debt Tied to AI Tops Bank High Grade
• Investors pour cash into AI startups for plaintiffs lawyers