Google Invests in Emergent While AMD Expands AI Partnerships

Google's AI Futures Fund recently invested in Emergent, an Indian startup, on December 9, 2025. Emergent, founded by Mukund and Madhav Jha, offers an agentic vibe-coding platform that empowers non-technical users to create full-stack applications using autonomous AI agents. The company has seen rapid growth, reaching over 2.5 million global users and exceeding a $25 million annual recurring revenue run rate in under five months. Emergent plans to use the new capital for hiring, product development, and global expansion, building on its existing partnerships with Google for Gemini models, DeepMind research, and Google Cloud Platform. Another significant investment in the AI sector saw Fal, also known as Features & Labels Inc., secure $140 million in Series D funding on the same day, December 9, 2025. This round, led by Sequoia Capital, tripled Fal's valuation to $4.5 billion. Fal, under CEO Burkay Gur, provides a central hub for developers to access various AI models for image, video, and audio tasks, reporting $200 million in revenue by October. The company plans to expand its team, particularly in sales, and pursue acquisitions. This highlights a robust investment climate for specialized AI platforms. The competition in AI hardware is intensifying. AMD announced new collaborations in early December 2025, including Vultr building an AI supercluster with 24,000 AMD Instinct MI355X GPUs in Ohio, and an expanded partnership with HPE for its "Helios" rack-scale AI platform. These moves signal AMD's shift towards offering complete AI solutions. Meanwhile, Nvidia remains a dominant force, expecting 48% revenue growth for fiscal year 2027 and reporting its cloud GPUs are "sold out." However, Alphabet might challenge Nvidia by selling its TPUs to Meta Platforms, offering a potentially cheaper alternative for specific AI tasks. Oracle is navigating significant AI growth alongside rising debt concerns as it prepares for its Q2 2026 earnings on December 11, 2025. The company's AI strategy heavily relies on a massive $300 billion, five-year contract with OpenAI for the Stargate Project. While Oracle reported strong cloud services growth in Q1, its total debt reached $111.6 billion in August, prompting it to raise $18 billion in bonds in September. Investors are closely monitoring how Oracle manages this debt and converts its substantial backlog into revenue, especially given the concentration risk associated with the OpenAI deal. The AI investment landscape is also seeing a shift towards agentic AI, which focuses on independent goal achievement, creating new opportunities for memory product companies like Micron Technology. In the stock market, investors are weighing options like Alphabet, which shows stable growth and integrates AI across its core businesses, against Tesla, whose high valuation largely depends on future AI ventures like Robotaxi. Similarly, UiPath, with its strong position in the growing robotic process automation market, appears a more promising AI stock compared to BigBear.ai, which faces slow revenue growth and government contract issues.

Key Takeaways

• Google's AI Futures Fund invested in Emergent on December 9, 2025, an Indian startup with an agentic vibe-coding platform, which achieved 2.5 million users and a $25 million ARR run rate in under five months.
• AI startup Fal (Features & Labels Inc.) secured $140 million in Series D funding on December 9, 2025, tripling its valuation to $4.5 billion and reporting $200 million in revenue by October.
• AMD expanded its AI presence in early December 2025 through partnerships with Vultr, which is building an AI supercluster with 24,000 AMD Instinct MI355X GPUs, and HPE for its "Helios" rack-scale AI platform.
• Nvidia remains a dominant AI hardware player, expecting 48% revenue growth for fiscal year 2027, though its cloud GPUs are "sold out."
• Alphabet is considering selling its TPUs to Meta Platforms, potentially challenging Nvidia's market dominance by offering a cheaper alternative for specific AI tasks.
• Oracle's AI strategy is heavily tied to a $300 billion, five-year contract with OpenAI for the Stargate Project, raising concerns about revenue concentration and its growing debt, which reached $111.6 billion in August.
• Oracle raised $18 billion in bonds in September 2025 and analysts expect it to raise an additional $20-30 billion in debt annually for the next three years to fund AI infrastructure.
• The AI investment trend is shifting towards agentic AI, which operates independently to achieve goals, creating new demand for memory products and highlighting companies like Micron Technology.
• Alphabet is considered a more stable AI investment due to its integrated AI across Google Search, YouTube, and Google Cloud, reporting 16% Q3 revenue growth and increased profits.
• UiPath, a leader in robotic process automation, is seen as a more promising AI stock due to the projected growth of the RPA market, compared to BigBear.ai's slower revenue growth.

Google invests in Emergent AI platform

Emergent, an AI company, received an investment from Google's AI Futures Fund on December 9, 2025. The exact amount was not shared. Emergent plans to use these funds to hire more people, develop its products, and expand its platform worldwide. Led by CEO Mukund Jha, Emergent offers an agentic vibe-coding platform that helps users create full-stack applications with autonomous AI agents. The company has grown quickly, reaching over 2.5 million users globally and exceeding a $25 million annual recurring revenue run rate in under five months.

Indian startup Emergent gets Google AI investment

Emergent, an Indian startup founded in 2025 by Mukund and Madhav Jha, received a strategic investment from Google's AI Futures Fund. The company offers an agentic vibe coding platform that helps non-technical users create full-stack applications using AI agents without writing code. Emergent partners with Google on Gemini models, DeepMind research, Google Cloud Platform, and distribution. Jonathan Silber from Google's AI Futures Fund noted Emergent helps people realize their ideas. The startup previously raised $23 million in September and plans to use new capital for team building, research, technology, and user growth. Emergent also addresses security by scanning AI-generated code and deploying apps in secure cloud environments.

AMD expands AI with Vultr and HPE partnerships

In early December 2025, AMD announced new collaborations to boost its presence in the AI market. Vultr is building a large AI supercluster in Springfield, Ohio, using 24,000 AMD Instinct MI355X GPUs. AMD also expanded its partnership with HPE for the "Helios" rack-scale AI platform, which uses AMD's EPYC CPUs and Instinct GPUs. These moves show AMD is shifting its strategy from just selling parts to offering complete AI solutions for cloud providers and supercomputing centers. Investors are closely watching these developments, as successful projects could lead to significant revenue growth and help AMD compete better in the AI infrastructure market.

Alphabet or Nvidia which AI stock is better for 2026

Investors are debating whether Alphabet or Nvidia is the better AI stock for 2026. Nvidia has been the top choice for AI investing, holding most of the data center computing market and expecting 48% revenue growth for fiscal year 2027. Alphabet, traditionally not a hardware company, might start selling its TPUs to Meta Platforms, which could challenge Nvidia's business model. While Nvidia's GPUs are still in high demand, TPUs offer a cheaper option for specific tasks. Nvidia's CEO Jensen Huang stated the company is "sold out" of cloud GPUs, suggesting Meta might be seeking alternatives. Analysts project Nvidia will have much higher revenue growth than Alphabet in 2026, making it a stronger investment for those comfortable with risk.

AI startup Fal reaches 4.5 billion dollar valuation

On December 9, 2025, AI startup Fal, also known as Features & Labels Inc., secured $140 million in Series D funding led by Sequoia Capital. This investment triples its valuation to $4.5 billion in just a few months. Other investors include Kleiner Perkins and Andreessen Horowitz. Fal, led by CEO Burkay Gur, provides a central hub for developers to access image, video, and audio AI models, which have seen huge growth for work tasks like design and marketing. The company reached $200 million in revenue in October and doubled its team to 70 people. Fal plans to use the new funds for hiring, especially its sales team, and to acquire smaller businesses.

Oracle faces debt concerns before Q2 earnings

Oracle will report its Q2 2026 earnings on Thursday, December 11, 2025, with investors focused on its AI growth and rising debt. In Q1, Oracle reported strong cloud services growth, with remaining performance obligations surging to $455 billion. However, investor confidence has dropped due to the company's increasing debt, including a negative free cash flow in Q1. Oracle's AI strategy heavily relies on a $300 billion, five-year contract with OpenAI for the Stargate Project, which raises concerns about revenue concentration and operational risks. Analysts will watch for how Oracle converts its backlog into revenue, manages its debt, and shows OCI growth beyond the OpenAI deal.

BigBearai or UiPath which AI stock is better

Investors are comparing BigBear.ai and UiPath as AI stock options. BigBear.ai develops AI modules for edge networks and recently acquired Ask Sage and Pangiam, but its revenue growth has been slow, and it expects a decline in 2025 due to government contract issues. UiPath, the largest robotic process automation company, uses AI robots to automate repetitive tasks for businesses. The RPA market is projected to grow significantly, offering UiPath strong future potential. While both companies have faced challenges, UiPath's expanding market and higher growth prospects make it a more promising investment compared to BigBear.ai's struggles with its core business.

Tesla or Alphabet which is the better AI stock

Investors are comparing Tesla and Alphabet to see which is a better AI stock for 2026. Tesla's high valuation relies on its future AI plans like Robotaxi and Optimus, even though its current revenue mostly comes from its car business. The company's revenue dropped in the first half of the year, and AI spending is expected to increase significantly in 2026. In contrast, AI is central to Alphabet's entire business, powering Google Search, YouTube, and Google Cloud. Alphabet reported strong Q3 revenue growth of 16% and increased profits, making it a more profitable and stable AI investment compared to Tesla.

Oracle AI debt worries investors before earnings

Oracle faces investor concerns about its growing debt related to AI as it prepares to release its fiscal second-quarter earnings on Wednesday. The company's stock saw its worst month since 2001 in October due to these worries. Oracle has become a key AI player, largely due to a massive $300 billion deal with OpenAI for the Stargate Project. To fund its AI infrastructure, Oracle raised $18 billion in bonds in September, and analysts expect it to raise another $20 to $30 billion in debt each year for the next three years. Its total debt reached $111.6 billion in August. Investors are closely watching the earnings report to see if AI demand justifies this aggressive spending and how Oracle plans to manage its increasing debt.

Agentic AI is the next big investment trend

The focus in artificial intelligence is shifting from generative AI to agentic AI, which is seen as the next major investment trend. While generative AI creates content based on user inputs, agentic AI works more independently to achieve goals by breaking them into steps. This new trend will create opportunities for hardware companies, especially those in memory products, because AI agents need to remember information. Memory businesses like Western Digital, Seagate Technology, Micron Technology, and Sandisk are already seeing high demand. Micron Technology is highlighted as a strong investment candidate, as agentic AI could extend the current growth cycle for memory products beyond current expectations.

Sources

• Emergent Receives Investment from Google's AI Futures Fund
• Indian vibe coding startup Emergent gets strategic investment from Google’s AI Futures Fund
• How Investors May Respond To Advanced Micro Devices (AMD) Rack-Scale AI Push With Vultr And HPE
• Better Artificial Intelligence (AI) Pick for 2026: Alphabet or Nvidia Stock?
• Sequoia-Led Funding Vaults AI Startup Fal to $4.5 Billion Valuation
• Oracle Q2 2026 earnings: AI growth vs debt risk
• Better Artificial Intelligence Stock: BigBear.ai vs. UiPath
• Tesla vs. Alphabet: Which Is the Better AI Stock for 2026?
• Oracle's AI-fueled debt load has investors on edge ahead of quarterly earnings
• Forget Generative AI: Agentic AI Is the Next Big Trend to Buy