Google Launches Ironwood TPU Alongside AMD's Data Center Growth

The artificial intelligence sector continues to attract significant investment and innovation, with major players like Alphabet, AMD, and Salesforce making strategic moves to solidify their positions. Billionaire investor Warren Buffett's substantial backing of Alphabet underscores confidence in Google's strategy to develop its own custom-built AI chips, specifically its Tensor Processing Units (TPUs). This move aims to reduce reliance on external GPU suppliers such as Nvidia, with Google announcing its seventh-generation Ironwood TPU in November 2025, designed for demanding AI tasks and promising improved performance and cost efficiency. Companies like Anthropic are already planning to leverage Google's TPUs extensively. Alphabet Class A demonstrates strong growth, reporting Q3 revenue of $102.3 billion, a 16% increase year-over-year, and earnings of $35 billion, up 33%. Despite Bill Ackman reducing his stake in Alphabet Class A shares by 9.7% in Q3 2025, his firm still holds over 11 million shares valued at approximately $3.3 billion, and Wall Street analysts remain overwhelmingly bullish on the stock, citing advancements like Google Gemini 3.0 and Waymo's expansion. Google Cloud plays a pivotal role in Alphabet's AI progress, with the company planning to double its computing power every six months to meet escalating AI demand. Meanwhile, AMD has shown impressive performance in 2025, outperforming rivals like Nvidia and Broadcom in the stock market. AMD's data center business is poised for substantial expansion, with management targeting over 50% market share in the long term. Its upcoming "Venice" server CPU is expected to be 1.7 times more powerful, with Oracle already planning its adoption. AMD projects its AI-driven data center CPU market could reach $60 billion by 2030, aiming for $30 billion in revenue from this segment. Furthermore, Meta Platforms and the US Department of Energy are utilizing AMD's next-generation MI450 series GPUs, boosting its data center GPU business. Salesforce is also making strides in AI, presenting an attractive investment opportunity despite its current high valuation. The company recently acquired Informatica and plans to acquire Spindle AI, moves designed to bolster its AI solutions and data integration capabilities. An analyst rates Salesforce a "soft buy" ahead of its Q3 2026 earnings report. Beyond core AI infrastructure, companies are integrating AI into specialized applications and security. UiPath has become a key contributor to AIUC-1, a new security framework for AI agents in businesses, positioning itself as a leader in AI security. Okta, recognized as a Leader in the Gartner Magic Quadrant for Access Management for the ninth consecutive year, has enhanced its Auth0 Platform to support secure AI agent development, addressing the growing need for AI-driven identity security. Chubb introduced an AI-powered optimization engine within its Chubb Studio platform at the Singapore Fintech Festival, aiming to offer more personalized digital insurance options. In the biotech sector, Bio-Techne secured exclusive rights from Monod Bio for AI-designed NovoBody™ Duo molecules, expanding its product range for research and advanced diagnostic tests. Infrastructure development for AI is also seeing massive investment, with Tata Consultancy Services (TCS) securing a significant investment from TPG for its HyperVault AI data center business. This partnership, one of India's largest AI infrastructure investments, involves partners committing up to Rs 18,000 crore, with TPG contributing up to Rs 8,820 crore for a 27.5% to 49% stake. HyperVault intends to build over one gigawatt of secure, liquid-cooled, and energy-efficient AI-ready data centers to meet global demand. In the broader investment landscape, Microsoft stands out as a safer AI investment, benefiting from its Azure cloud services that power AI development, reporting $77.7 billion in revenue in Q1 fiscal 2026, up 18%, with Microsoft Cloud revenue growing 26%. This contrasts with companies like Palantir, which, despite strong Q3 revenue of $1.2 billion, faces a very high valuation and strong competition.

Key Takeaways

• Warren Buffett's investment signals confidence in Alphabet's custom AI chips, like the 7th-gen Ironwood TPU, to reduce reliance on external GPU suppliers such as Nvidia.
• Alphabet Class A reported strong Q3 revenue of $102.3 billion (up 16%) and earnings of $35 billion (up 33%), driven by AI advancements including Google Gemini 3.0 and Waymo.
• AMD outperformed Nvidia and Broadcom in 2025 stock performance, with its data center business targeting over 50% market share long-term and projecting $30 billion in AI-driven data center CPU revenue by 2030.
• Meta Platforms and the US Department of Energy are utilizing AMD's next-generation MI450 series GPUs, boosting AMD's data center GPU business.
• Salesforce is strengthening its AI solutions through acquisitions, including Informatica and planned acquisition of Spindle AI, making it an attractive AI investment despite high valuation.
• Tata Consultancy Services (TCS) secured up to Rs 8,820 crore from TPG for its HyperVault AI data center business, planning over one gigawatt of AI-ready data centers.
• UiPath contributed to AIUC-1, a new security framework for AI agents, establishing itself as a leader in AI security for businesses.
• Okta was named a Leader in the 2025 Gartner Magic Quadrant for Access Management for the ninth year, enhancing its Auth0 Platform for secure AI agent development.
• Bio-Techne gained exclusive rights to AI-designed NovoBody™ Duo molecules from Monod Bio for research and advanced diagnostic tests, expanding its role in AI-powered precision medicine.
• Microsoft is considered a safer AI investment due to its Azure cloud services, reporting Q1 FY26 revenue of $77.7 billion (up 18%) and Microsoft Cloud revenue growth of 26%.

UiPath helps create new AI security rules for businesses

UiPath became a key contributor to AIUC-1, a new security framework for AI agents in businesses. This framework was created by the Artificial Intelligence Underwriting Company and other experts. UiPath's role shows it is a trusted leader in AI security, which helps attract big company clients looking for safe automation. The company also expanded its automation software on September 30. UiPath expects to reach $1.9 billion in revenue and $243.6 million in earnings by 2028.

Okta leads in AI identity security for ninth year

Okta has been named a Leader in the 2025 Gartner Magic Quadrant for Access Management for the ninth year in a row. The company also improved its Auth0 Platform to help develop secure AI agents. These actions show Okta is addressing the growing need for AI-driven identity security and unified identity management. Okta recently opened a Canadian cell to meet local privacy laws and improve data residency. The company projects $3.6 billion in revenue and $414.2 million in earnings by 2028.

Bio-Techne gets exclusive rights to AI-designed proteins

Bio-Techne signed a deal with Monod Bio for exclusive rights to certain AI-designed NovoBody™ Duo molecules. These molecules will be used in research and advanced diagnostic tests. This agreement expands Bio-Techne's product range and boosts its role in AI-powered precision medicine. Monod Bio uses its NovoBody™ Duo platform to create unique proteins with AI. This move could give Bio-Techne a big advantage and lead to better diagnostic tests and new revenue.

TCS gets TPG investment for AI data center expansion

Tata Consultancy Services (TCS) secured a major investment from TPG to boost its HyperVault AI data center business. This partnership is one of India's largest AI infrastructure investments, with partners committing up to Rs 18,000 crore. TPG will contribute up to Rs 8,820 crore and will own 27.5% to 49% of the venture. HyperVault plans to build AI-ready data centers over one gigawatt to meet the rising global demand for AI computing. These centers will be secure, liquid-cooled, and energy-efficient, serving various clients including hyperscalers and governments.

Chubb launches AI engine for digital insurance

Chubb introduced a new AI-powered optimization engine within its Chubb Studio platform at the Singapore Fintech Festival. This engine aims to offer more personalized and integrated digital insurance options. The company also announced new executive roles, appointing Bill Hazelton as COO for North America Field Operations and Susan Spivak as Senior Vice President of Investor Relations. Additionally, Chubb declared a quarterly dividend of US$0.97 per share, payable on January 2, 2026. The AI engine provides real-time data insights and custom insurance choices for digital partners.

Bill Ackman sells Alphabet stock but Wall Street remains bullish

Billionaire investor Bill Ackman reduced his stake in Alphabet Class A shares by 9.7% in the third quarter of 2025. Despite this sale, Ackman's firm still holds over 11 million Alphabet shares worth about $3.3 billion. Wall Street analysts strongly recommend buying Alphabet stock, with no sell ratings. The company reported strong Q3 revenue of $102.3 billion, up 16% year-over-year, and earnings of $35 billion, up 33%. Analysts believe Alphabet's AI advancements, including Google Gemini 3.0 and Waymo's expansion, will drive future growth.

Salesforce stock is a good AI investment despite high value

Salesforce presents an attractive investment opportunity due to its focus on AI, though its current valuation is high. The company recently acquired Informatica and plans to acquire Spindle AI, which will strengthen its AI solutions and data integration. While Salesforce has solid fundamentals and a relatively low price-to-sales ratio, slower revenue growth and market uncertainty suggest a cautious approach. An analyst rates CRM a "soft buy" and advises moderate investment before the Q3 2026 earnings report in early December.

Alphabet Class A leads AI race with strong growth

Alphabet Class A is making big progress in the AI industry, with Google Cloud playing a key role. The company invests heavily in AI research and development, adding AI features to products like cloud computing and search. Alphabet plans to double its computing power every six months to meet AI demand, while also improving efficiency. This focus on AI is crucial for its future growth and stock performance.

Warren Buffett backs Alphabet AI chips challenging Nvidia

Warren Buffett's large investment in Alphabet shows Google's increasing control over AI hardware with its custom-built TPUs. This move suggests confidence in Alphabet's strategy to build its own AI chips, which could offer cost savings and reduce reliance on external GPU suppliers like Nvidia. In November 2025, Google announced its seventh-generation Ironwood TPU, designed for tough AI tasks, promising lower costs and better performance for developers. Google uses TPUs for its Gemini models and offers them to cloud customers, with companies like Anthropic planning to use many Google TPUs.

AMD stock outperforms rivals with strong AI chip growth

AMD has outperformed Nvidia and Broadcom in the stock market in 2025, showing strong growth in its AI chip offerings. The company's data center business is set for significant expansion, with management aiming for over 50% market share long-term. AMD's upcoming "Venice" server CPU will be 1.7 times more powerful, and Oracle plans to use it. The company projects its AI-driven data center CPU market could reach $60 billion by 2030, with AMD aiming for $30 billion in revenue from this segment. Additionally, AMD's next-generation MI450 series GPUs, used by Meta Platforms and the US Department of Energy, are expected to boost its data center GPU business.

Microsoft is a safe AI buy Palantir is risky

Fears of an AI bubble are causing a sell-off in tech stocks, leading investors to re-evaluate AI investments. Microsoft stands out as a strong and safer AI investment, benefiting from its Azure cloud services that power AI development. In its first quarter of fiscal 2026, Microsoft reported $77.7 billion in revenue, up 18%, with Microsoft Cloud revenue growing 26%. In contrast, Palantir, despite strong Q3 revenue of $1.2 billion and good profitability, has a very high valuation at 165 times forward earnings. Palantir faces strong competition and relies on government contracts, making it a riskier investment if AI enthusiasm cools.

Sources

• Will UiPath's (PATH) Role in AI Security Standards Deepen Trust With Enterprise Clients?
• Can Okta (OKTA) Sustain Its Leadership Edge in AI-Driven Identity Security Solutions?
• Exclusive AI-Designed Protein Access Might Change the Case for Investing in Bio-Techne (TECH)
• TCS: $1 Billion Investment Secured From TPG To Accelerate HyperVault AI Data Center Expansion
• Will Chubb's (CB) AI Investment Sharpen Its Edge in Digital Insurance and Stakeholder Engagement?
• Billionaire Bill Ackman Just Sold This Hot Artificial Intelligence Stock. Here's Why Wall Street Thinks He Made a Big Mistake.
• Here's Why I Think Salesforce Stock Is One Of The Better AI Investments (NYSE:CRM)
• Alphabet Class A: AI Dominance and Stock Surge
• Warren Buffett’s $4.3 billion Alphabet investment signals a direct challenge to Nvidia’s lead in AI chips | - The Times of India
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