google, meta and nvidia Updates

The artificial intelligence sector continues its rapid expansion, with Alphabet poised for significant growth, potentially reaching a $4 trillion valuation. The company's AI Overviews are now used by over 2 billion people monthly, and its Google Cloud division saw a 32% revenue increase last quarter, fueled by demand for Gemini models and custom AI chips. Google Cloud recently secured a substantial $10 billion deal with Meta. Meanwhile, Nvidia's CEO, Jensen Huang, has invested $3.96 billion in CoreWeave, an AI infrastructure provider that uses Nvidia's GPUs and serves clients like Microsoft and OpenAI. CoreWeave's revenue more than doubled in the first half of 2025 to $1.8 billion. Broadcom also announced a significant $10 billion AI chip order, likely from OpenAI, bolstering its AI revenue projections. In Europe, Mistral AI is seeking a $14 billion valuation to raise 2 billion euros, aiming to bolster the continent's sovereign AI capabilities and challenge U.S. dominance, with a recent partnership with Nvidia to launch a European AI platform. The AI infrastructure space is also seeing investment, with Baseten raising $150 million at a $2.15 billion valuation for its AI inference platform. On the hardware front, Hon Hai (Foxconn) reported record August sales driven by AI server racks, expecting a tripling of its 'rack solution' sales in the third quarter. However, not all AI-related ventures are thriving; SuperX AI Technology Limited's stock plunged amid allegations of 'AI washing' and misleading investors. In cybersecurity, Palo Alto Networks launched Prisma SASE 4.0, an AI-driven solution for real-time threat neutralization. Separately, traders are shifting from Ethereum staking to new presale projects like Lyno AI, which promises high returns through AI arbitrage.

Key Takeaways

• Alphabet is positioned to potentially reach a $4 trillion market value, with AI Overviews used by over 2 billion people monthly and Google Cloud revenue up 32% last quarter.
• Google Cloud secured a $10 billion deal with Meta, utilizing custom AI chips and Gemini models.
• Nvidia CEO Jensen Huang has a $3.96 billion stake in CoreWeave, an AI infrastructure company whose revenue more than doubled to $1.8 billion in the first half of 2025.
• Broadcom announced a $10 billion AI chip order, likely from OpenAI, and anticipates significantly improved AI revenue growth in fiscal 2026.
• Mistral AI is seeking a $14 billion valuation to raise 2 billion euros, aiming to strengthen Europe's AI ecosystem and has partnered with Nvidia for a European AI platform.
• Baseten raised $150 million at a $2.15 billion valuation for its AI inference platform, crucial for deploying trained AI models.
• Hon Hai (Foxconn) reported record August sales driven by AI server racks, projecting a tripling of its 'rack solution' sales in Q3.
• SuperX AI Technology Limited's stock dropped over 24% amid allegations of 'AI washing' and misleading investors.
• Palo Alto Networks launched Prisma SASE 4.0, an AI-driven cybersecurity solution for real-time threat neutralization.
• Traders are shifting from Ethereum staking to new presale projects like Lyno AI, which offers AI arbitrage for potentially high returns.

Alphabet poised to become $4 trillion AI giant

Alphabet is positioned to potentially reach a $4 trillion market value, becoming the world's largest company. A recent court ruling protected its search dominance, and artificial intelligence is now a key growth driver. AI Overviews are used by over 2 billion people monthly, and new features like AI Mode are being rolled out globally. Google Cloud is also a significant growth engine, with revenue up 32% last quarter, boosted by custom AI chips and strong demand for its Gemini models and Vertex AI platform. Emerging opportunities like Waymo's robotaxi service and quantum computing also add to its future potential.

Alphabet stock offers AI growth, profits, and low valuation

Alphabet shows strong AI growth, consistent profits, and a low valuation, making it an attractive investment. The company operates across all phases of the AI pipeline, from research with DeepMind to infrastructure with Google Cloud and consumer applications like Gemini. Google Cloud is its fastest-growing segment, recently securing a $10 billion deal with Meta. Despite a $2.8 trillion market cap, Alphabet's forward price-to-earnings ratio is around 20.9, making it the lowest-valued among the 'Magnificent Seven' stocks. The company also offers a dividend, which is expected to increase.

Alphabet stock: A $4 trillion AI opportunity

Alphabet is on track to potentially become a $4 trillion company, driven by its AI advancements and protected search advantage. A recent court ruling removed significant risk, and AI is proving to be a major growth catalyst, with over 2 billion users engaging with AI Overviews monthly. Google Cloud's revenue surged 32% last quarter, fueled by custom AI chips and strong adoption of its Gemini models and Vertex AI platform. The company is also investing heavily in data centers to meet demand. Future growth is expected from Waymo's robotaxi service and quantum computing initiatives, while its stock remains attractively valued compared to peers.

Palo Alto Networks' Prisma SASE 4.0 transforms cybersecurity

Palo Alto Networks launched Prisma SASE 4.0, an AI-driven secure access service edge solution. This new offering neutralizes real-time web threats within enterprise browsers and adapts protections for private applications, addressing gaps in traditional cybersecurity. The launch is significant as browsers become primary operating systems, with Prisma SASE's AI models and adaptive protection reflecting a shift towards integrated, automated AI security. This move enhances Palo Alto Networks' investment narrative, though challenges like integrating its CyberArk acquisition remain.

Mistral AI seeks $14B valuation to boost Europe's AI efforts

Paris-based Mistral AI is seeking a $14 billion valuation in a new funding round of around 2 billion euros. This investment aims to strengthen Europe's sovereign AI strategy and challenge U.S. rivals. Founded in 2023, Mistral has already raised significant capital and offers an AI assistant called 'Le Chat' as an alternative to ChatGPT. The company emphasizes open access and has released open-source language models, distinguishing itself from American AI giants. Mistral is central to Europe's goal of building an independent AI ecosystem and recently partnered with Nvidia to launch a European AI platform.

Broadcom secures $10B AI deal, CEO to stay

Broadcom's shares surged after announcing a $10 billion AI chip order from a new, unnamed customer, likely OpenAI. This deal is expected to significantly boost Broadcom's AI revenue as it designs custom semiconductors for cloud giants. CEO Hock Tan also announced he will remain with the company for at least five more years, adding to investor confidence. The chipmaker's valuation could increase by approximately $125 billion if the share gains hold. Broadcom anticipates significantly improved AI revenue growth in fiscal 2026.

Ethereum staking fades as traders seek 50x gains in Lyno AI

Ethereum staking, which previously saw $3.7 billion in volume, is experiencing a decline as investors seek higher returns. Experienced traders are shifting focus to Lyno AI, a new presale project promising up to 50x returns through AI arbitrage. Lyno AI offers a cross-chain arbitrage platform with fast performance and AI capabilities, aiming to level the playing field for retail traders. The project is currently in its Early Bird presale phase, with tokens priced at 0.050. Lyno AI's technology integrates AI market intelligence for efficient trading across multiple blockchain networks.

Hon Hai posts record August sales driven by AI server racks

Hon Hai Precision Industry Co., also known as Foxconn, reported its highest-ever sales for August, reaching NT$606.51 billion (US$19.91 billion). This record was driven by strong shipments of artificial intelligence (AI) server racks and increased demand for cloud and networking products. The company expects its 'rack solution' sales to triple in the third quarter. For the January-August period, consolidated sales rose 16.65 percent year-on-year to NT$4.66 trillion, also a record. Hon Hai projects a 170 percent year-on-year growth in third-quarter AI server sales.

SuperX AI stock plunges amid 'AI washing' allegations

Shares of SuperX AI Technology Limited (SUPX) dropped over 24% after a report from J Capital Research alleged the company is falsely claiming to be in the AI business. The report suggests SUPX, which rebranded from an interior design company, is engaging in a 'pump-and-dump' scheme. Allegations include digitally altered product images, plagiarized specifications, and undisclosed related parties involved in partnerships and acquisitions. Hagens Berman is investigating whether SuperX AI violated U.S. securities laws by misleading investors about its business and products.

Nvidia CEO Jensen Huang bets big on CoreWeave for AI growth

Nvidia CEO Jensen Huang has invested heavily in CoreWeave, an AI infrastructure company building data centers for AI workloads. Nvidia holds a $3.96 billion stake in CoreWeave, which uses Nvidia's GPUs to serve major tech companies like Microsoft and OpenAI. CoreWeave's revenue more than doubled in the first half of 2025, reaching $1.8 billion. Despite rapid growth and strategic expansions, CoreWeave faces risks including high debt, significant revenue concentration with Microsoft, and increasing competition. Investors are advised to consider these risks alongside the potential for high returns.

Baseten raises $150M for AI inference platform at $2.15B valuation

Baseten, an AI inference platform, has closed a $150 million Series D funding round, valuing the company at $2.15 billion. This funding brings Baseten's total raised to over $285 million and will be used to scale its team and invest in research, infrastructure, and developer tools. The company's platform is crucial for running trained AI models in real-world applications, enabling companies like Abridge, Captions, and Clay to deploy AI products efficiently. Baseten's focus on inference is seen as foundational for the next generation of AI companies, similar to how cloud computing was for previous tech giants.

Sources

• Prediction: This Underrated AI Stock Could Be the Next $4 Trillion Giant
• AI Growth, Profits, and Low Valuation? This Stock Has All Three
• Prediction: This Underrated AI Stock Could Be the Next $4 Trillion Giant @themotleyfool #stocks $GOOG $GOOGL
• Is Palo Alto Networks’ (PANW) AI-Driven Prisma SASE 4.0 Transforming the Company’s Investment Narrative?
• Paris-Based Mistral AI Seeks $14B Valuation as Europe Charts Its Own A.I. Path
• Broadcom shares rally on new AI deal, CEO's assurance
• Ethereum’s $3.7B Staking Volume Fades as Traders Hunt 50x Gains in Lyno AI
• Hon Hai posts highest-ever August sales on AI server rack shipments
• SuperX AI (SUPX) Stock Plunges Amid Allegations of AI Washing -- Hagens Berman
• Why Jensen Huang Went All-In on This AI Sleeper Hit — Is It Your Next 10x Play?
• Baseten: $150 Million Series D Raised At $2.15 Billion Valuation For AI Inference Platform