google, anthropic and amazon Updates

The artificial intelligence landscape is seeing major developments, with significant cloud computing deals and evolving investment strategies. Google has entered into a multi-billion dollar cloud partnership with AI startup Anthropic, granting Anthropic access to up to one million of Google's Tensor Processing Units (TPUs) for deployment in 2026. This deal, valued in the tens of billions, significantly boosts Anthropic's computing power and solidifies Google's position as a key infrastructure provider. Meanwhile, Amazon's AI potential is being recognized, with analysts suggesting its stock could rise over 30% due to growth in AWS, data center clusters, and customer adoption, including Anthropic. In the competitive chip market, analysts are favoring Nvidia over Palantir for AI stock investments. Nvidia benefits from high demand for its GPUs in AI development, while Palantir, despite its U.S. commercial growth and a partnership with the U.S. Army for an AI warfighting platform, faces valuation concerns. Chinese AI models, Qwen3 and Deepseek, have demonstrated superior performance in a crypto trading competition, outperforming Western rivals like Google's Gemini and OpenAI's ChatGPT, which incurred significant losses. Elsewhere, IBM is highlighted as an underrated investment in AI and quantum computing, boasting a substantial AI business pipeline and advancements in quantum algorithms. UnitedHealth Group is testing a new AI system, Optum Real, to streamline insurance claims processing, aiming to reduce denials and speed up authorizations. In the automotive sector, Overfuel has secured investment to accelerate its AI innovation, with its platform improving dealership website performance. D-Wave Quantum is also emerging as a player in quantum computing, drawing comparisons to Nvidia's trajectory in AI, though it currently faces operating losses.

Key Takeaways

• Google and Anthropic have signed a cloud computing deal worth tens of billions of dollars, providing Anthropic with access to up to one million Google TPUs starting in 2026.
• Analysts suggest Amazon's stock could increase by over 30%, driven by its AI potential, AWS growth, and customer adoption, including Anthropic.
• Nvidia is favored by analysts over Palantir for AI stock investment due to high demand for its GPUs, while Palantir faces valuation concerns despite U.S. commercial growth.
• Chinese AI models Qwen3 and Deepseek significantly outperformed Western AI models like Google's Gemini and OpenAI's ChatGPT in a crypto trading competition.
• IBM is considered an undervalued investment in AI and quantum computing, with a $9.5 billion AI business pipeline and advancements in quantum algorithms.
• UnitedHealth Group is piloting an AI system, Optum Real, to improve insurance claims processing by reducing denials and speeding up authorizations.
• Overfuel has received investment to boost its AI capabilities and expand its platform, which enhances dealership website performance.
• D-Wave Quantum is noted for its progress in quantum computing, with revenue growth but also substantial operating losses.
• The AI infrastructure stock Iren experienced a significant drop but recovered, with positive sentiment returning partly due to Intel's earnings report and expectations of lower borrowing costs.
• The Alpha Arena crypto trading competition saw Chinese AI models Qwen3 Max achieve a 72.1% return and Deepseek Chat earn a 37.4% return.

Google and Anthropic Forge Massive Cloud Partnership

Google and Anthropic have signed a cloud computing deal worth tens of billions of dollars. This agreement gives Anthropic, an AI startup, significantly more computing power. It also strengthens Google's role as a major investor and infrastructure provider in the AI race. The deal includes access to Google's Tensor Processing Units, or TPUs, custom chips for machine learning, which will be deployed in 2026. This partnership is one of the largest cloud computing service deals ever.

Google TPUs Power AI Demand After Decade of Development

Anthropic has agreed to a significant deal with Google for more than a gigawatt of computing power, valued in the tens of billions of dollars. This agreement grants Anthropic access to up to one million of Google's Tensor Processing Units (TPUs). These custom-designed chips are made to speed up machine learning tasks. The deal also expands Anthropic's use of Google's cloud services.

Overfuel Gains Investment to Boost AI and Expand Team

Overfuel has secured a growth investment from Recurring Capital Partners to accelerate its AI innovation. The company's revenue has grown over 400% in the last two years as dealerships adopt its platform. Industry veteran Jamie Kent has joined as chief strategy officer to lead partnerships and growth. Overfuel's technology aims to improve dealership website performance using AI, positioning them for significant value delivery to dealers and partners.

Recurring Capital Invests in Overfuel for AI Growth

Overfuel has received a growth investment from Recurring Capital Partners to boost its AI capabilities and strategic expansion. The company has seen over 400% revenue growth in the past two years. Jamie Kent has been appointed Chief Strategy Officer to lead key initiatives. Overfuel's AI-powered platform aims to enhance dealership performance and create new opportunities in the automotive sector.

Analysts Favor Nvidia Over Palantir for AI Stock Investment

Analysts are comparing Palantir Technologies (PLTR) and Nvidia (NVDA) as AI stock investments. Palantir shows strong U.S. commercial growth and has a partnership with the U.S. Army for an AI warfighting platform. However, analysts are cautious on PLTR due to valuation concerns, giving it a Hold consensus. Nvidia, a chip giant, benefits from high demand for its GPUs in AI model development and training. Analysts are more optimistic about NVDA, with a Strong Buy consensus and potential upside.

Amazon Stock Could Rise Over 30% on Undervalued AI Potential

KeyBanc Capital Markets suggests Amazon's stock could increase by over 30%, believing investors are undervaluing its AI story. The bank initiated coverage with an overweight rating and a $300 price target. KeyBanc points to improving growth in Amazon's Cloud business (AWS) and potential revenue acceleration from data center clusters and customers like Anthropic. Advertising and grocery business growth are also seen as key drivers for Amazon.

Chinese AI Models Outperform Western Rivals in Crypto Trading

In a crypto trading competition called Alpha Arena, Chinese AI models Qwen3 and Deepseek significantly outperformed Western rivals like Google and OpenAI. The Western AIs lost over 80% of their capital in one week, while the Chinese open-source models showed positive returns. Qwen3 led with a 20x bitcoin long position, while Deepseek also performed well. Google's Gemini was bearish, and ChatGibitty made poor trades.

Iren Stock Recovers After AI Sector Sell-off

Iren, an AI infrastructure stock, experienced a significant drop this week as investors worried about a potential bubble in the sector. The stock plunged as much as 14% before recovering strongly. A positive earnings report from Intel on Friday helped reverse negative sentiment for AI stocks. Lower borrowing costs are also expected to support continued data center buildouts, benefiting companies like Iren.

IBM: An Underrated AI and Quantum Computing Investment

International Business Machines (IBM) presents a unique combination of stability and growth potential in AI and quantum computing. The company has achieved significant breakthroughs, including a quantum algorithm running 10x faster on AMD chips and a $9.5 billion AI business pipeline. Despite modest stock performance, IBM's revenue growth is accelerating, and its valuation appears attractive relative to its innovation. IBM is recommended for portfolios seeking stability and innovation.

UnitedHealth Tests New AI System to Improve Claims Processing

UnitedHealth Group is testing a new AI system called Optum Real to simplify insurance claims. This technology helps doctors and billing teams quickly determine if a claim will be approved. Early tests at Allina Health show reduced claim denials and faster prior authorizations. The system flags incomplete claims before submission, aiming to cut administrative costs across the industry. While currently used by UnitedHealthcare, plans are in place to offer it to other insurers and providers.

D-Wave Quantum: A Potential AI Leader Like Nvidia?

D-Wave Quantum is emerging as a notable player in quantum computing, drawing comparisons to Nvidia's rise in AI. The company focuses on quantum annealing systems, which use qubits to solve complex problems faster than classical computers. While D-Wave shows impressive revenue growth, its current revenue is in the millions, and it faces substantial operating losses. Investors are watching to see if its technology can achieve mainstream utility and commercial success.

Chinese AI Models Dominate Global Crypto Trading Contest

Chinese AI models Qwen3 Max and Deepseek Chat have outperformed Western rivals in the Alpha Arena crypto trading competition. Qwen3 Max achieved a 72.1% return, while Deepseek Chat earned a 37.4% return. The competition tested autonomous trading capabilities in volatile crypto markets with $10,000 allocated to each AI agent. The results highlight the growing strength of Chinese AI in autonomous finance and reveal vulnerabilities in AI trading strategies.

Sources

• Google, Anthropic Announce Cloud Deal Worth Tens of Billions
• Google TPUs Find Sweet Spot of AI Demand, a Decade After Chip’s Debut
• Overfuel Secures Growth Investment, Boosts AI Innovation
• Overfuel Secures Growth Investment from Recurring Capital Partners to Accelerate AI Innovation, Strategic Growth, and Leadership Expansion
• PLTR vs. NVDA: Which AI Stock Is a Better Pick, According to Analysts?
• KeyBanc says Amazon could soar more than 30% as investors continue undervaluing its AI story
• Shocking: Top AIs Lose Thousands Trading Crypto—But Two Underdogs Are Winning Big
• Why Did Iren Stock Plunge but Then Recover This Week?
• IBM: The Most Boring AI Stock You’ll Be Thankful You Bought (NYSE:IBM)
• UnitedHealth Is Testing a New AI System. Should You Buy UNH Stock Here?
• Could This Under-the-Radar AI Company Become the Next Nvidia?
• Chinese AI Models Crush Western Rivals in Global Crypto Trading Contest