google launches tesla while intel expands its platform

Key Takeaways

• Alphabet's Gemini generative AI product reached 750 million monthly active users in Q4 2025 and holds 21% of the market.
• Google's parent company, Alphabet, plans to invest $175-$185 billion in data centers in 2026, partly funded by 100-year bonds, after reporting $402.8 billion in 2025 revenue.
• Tesla is increasing spending on AI, robotics, and energy projects, shifting towards "physical AI" despite a significant drop in January EV sales.
• Intel is advancing its AI and GPU ambitions with a planned investment in AI firm SambaNova Systems and a new high-profile GPU architect.
• The White House is considering making big tech companies, including Meta, pay for the increased strain AI places on the national power grid; Meta plans to spend $135 billion on AI projects this year.
• SoundHound AI, despite a 24% stock decline, acquired Amelia and launched Amelia 7.0 to become a leader in voice-first agentic AI for customer service, targeting a $140 billion market.
• Bitdeer Technologies Group is shifting its data center capacity to support AI and high-performance computing, projecting $1.8 billion in revenue by 2028.
• Lattice Semiconductor is experiencing strong growth in data center and AI segments, securing new design wins in AI, robotics, and automotive applications.
• US stock investors face volatility due to AI disruption concerns, with the tech sector down over 4% while other sectors show gains.

Alphabet's AI Investments Drive Strong Growth

Alphabet, Google's parent company, is a leading AI stock with strong financial performance. Its generative AI product, Gemini, is rapidly gaining market share and reached 750 million monthly active users in Q4 2025. Alphabet plans to invest $175-$185 billion in data centers in 2026, partly funded by a 100-year bond sale. The company reported $402.8 billion in revenue for 2025, showing its ability to finance large AI developments. Alphabet's diverse revenue streams, including $82.28 billion in ad revenue, support its continued growth in AI.

Alphabet Leads AI Race With Strong Financials

Alphabet, Google's parent company, stands out among big tech companies in artificial intelligence. Its generative AI product, Gemini, controls 21% of the market and is growing quickly, reaching 750 million monthly active users in Q4 2025. Alphabet reported $402.8 billion in revenue for 2025 and plans to spend $175-$185 billion on data centers in 2026. The company is also issuing 100-year bonds to help fund its AI efforts. Alphabet's large resources and diverse revenue streams make it a strong AI investment.

Alphabet Powers Ahead in AI Development

Alphabet, Google's parent company, is a strong player in the artificial intelligence market. Its generative AI product, Gemini, is gaining market share and saw 750 million monthly active users in Q4 2025. Alphabet generated $402.8 billion in revenue for 2025 and expects to spend $175-$185 billion on data centers in 2026. The company is also issuing 100-year bonds to support its significant AI investments. Alphabet's strong financial position and diverse income streams allow it to lead in AI innovation.

SoundHound AI Stock Under 8 Dollars Shows Promise

SoundHound AI stock has dropped 24% this year and now trades below $8. The company embeds its voice AI platform in many areas, including restaurants and vehicles, targeting a $140 billion market. SoundHound AI earns revenue from product royalties, services, and monetization. In Q3 2025, it reported $42 million in revenue and $109.3 million in losses. CFO Nitesh Sharan expects the company to achieve hypergrowth while nearing profitability, making it a potential long-term buy.

SoundHound AI Stock Price Falls Below 8 Dollars

SoundHound AI stock has seen a 24% decline this year, trading below $8. The company's voice AI technology has a large potential market of $140 billion across various industries. SoundHound AI generates revenue through product royalties, services that replace human interaction, and commissions from orders. In Q3 2025, the company reported $42 million in revenue but also $109.3 million in losses. Management aims to maintain rapid growth while moving towards breaking even financially.

Tesla Shifts to AI Robotics Amid Falling EV Sales

Tesla stock faces pressure as January EV sales dropped 45% in China and 17% in the US. The company is increasing spending on AI, robotics, and energy projects. Despite selling fewer cars, Tesla maintained over 20% margins in Q4 results, supporting a shift towards "physical AI." Analysts project a fair value of $588.18 for TSLA, expecting higher earnings from software and robots. Tesla's current P/S ratio is 16.5x, much higher than the US auto industry average.

Intel Fined in India Boosts AI and GPU Efforts

Intel (NasdaqGS:INTC) received a fine from India's antitrust regulator due to a discriminatory warranty policy. Despite this, Intel is advancing its artificial intelligence and GPU ambitions. The company plans a major investment in AI firm SambaNova Systems. Intel also hired a high-profile GPU architect, signaling a significant change in its graphics and data center technology plans. These actions highlight Intel's focus on becoming a stronger player in advanced AI computing.

White House Wants Big Tech to Pay AI Power Costs

President Trump's advisor Peter Navarro announced that the White House is studying how artificial intelligence affects jobs and the economy. The administration is considering making big tech companies pay for the increased strain AI places on the national power grid. Navarro stated that companies like Meta, which plans to spend $135 billion on AI projects this year, should cover all associated costs. This move aims to address the economic impact of AI development.

Investors Face AI Fears and Key Economic Reports

US stock investors are experiencing market volatility due to concerns about artificial intelligence disrupting various industries. While the S&P 500 is nearly flat for the year, the tech sector is down over 4%. Other sectors like energy, consumer staples, materials, and industrials have seen gains of at least 10%. Investors are also awaiting Walmart's quarterly earnings for insights into consumer spending, especially after December retail sales remained unchanged. Key economic data, including Q4 GDP and the PCE price index, are also expected next week.

Bitdeer Stock Drops Despite Profit Rebound and AI Shift

Bitdeer Technologies Group (BTDR) stock is down 19.9% despite a strong profit rebound in Q4 2025, reporting $224.84 million in sales and $70.54 million net income. The company is rapidly expanding its self-mining operations and increasing SEALMINER rig production. Bitdeer is also moving its data center capacity to support artificial intelligence and high-performance computing, including a new 225-megawatt site in Norway. The company aims to become a diversified infrastructure provider, projecting $1.8 billion in revenue by 2028, but faces ongoing legal risks with its Clarington, Ohio project.

Lattice Semiconductor Sees AI Growth and Stock Buybacks

Lattice Semiconductor (NasdaqGS:LSCC) is experiencing strong growth in its data center and artificial intelligence segments. The company secured new design wins in data center AI, robotics, and automotive applications. Lattice Semiconductor also announced a significant stock repurchase program. Management anticipates double-digit growth continuing into 2026, driven by high demand for AI-related uses. Despite this growth, the stock trades at a very high P/E ratio of about 4,330, and profit margins recently dropped from 11.9% to 0.6%.

SoundHound AI Aims for Leadership in Agentic AI

SoundHound AI is a speculative stock with significant growth potential, seeing revenue more than double in the first nine months of 2025. The company acquired Amelia in summer 2024, a firm specializing in virtual agents for regulated industries. SoundHound combined its AI voice technology with Amelia's agents to create a voice-first agentic AI platform, launching Amelia 7.0. This move positions SoundHound AI to become a leader in voice-powered agentic AI for customer service. The company has not yet turned a profit but sees a massive opportunity in this area.

Sources

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• One Artificial Intelligence (AI) Stock That Could Make You a Millionaire
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• Tesla (TSLA) Valuation Check As EV Sales Slide And AI Robotics Spending Ramps Up
• Intel Faces India Fine While Advancing AI And GPU Ambitions
• White House Looking to Big Tech to Shoulder Costs of AI Buildout
• Walmart, economic data await investors confronting AI ’whack-a-mole’ By Reuters
• Bitdeer Technologies Group (BTDR) Is Down 19.9% After Profit Rebound And AI Pivot Update - Has The Bull Case Changed?
• Lattice Semiconductor AI Growth And Buybacks Confront Lofty Valuation Metrics
• Is SoundHound AI Stock Your Ticket to Becoming a Millionaire?