September 26, 2025

📖 21 min read
📝 2099 words
finance  
Intel, Nvidia, OpenAI, Google AI Investments & Deals

The artificial intelligence sector continues to see significant investment and strategic partnerships, though not without investor caution. Intel, despite trading at a low price-to-sales ratio of 2.4 due to doubts about its manufacturing competitiveness, is deemed strategically important, with recent government support and validation from Nvidia. Meanwhile, Nscale, a new player in AI data centers formed in 2023, has raised $1.1 billion, led by Aker and including investments from Nvidia, Nokia, and Dell, to expand its European operations and support initiatives like OpenAI's Stargate. OpenAI itself is significantly expanding its computing power, extending its deal with cloud provider CoreWeave to a total of $22.4 billion, with an additional $6.5 billion for training and operating AI models. This aligns with OpenAI CEO Sam Altman's vision of AI becoming as abundant as electricity. Cipher Mining is shifting focus from cryptocurrency mining to AI infrastructure, securing a 10-year, $3 billion deal with Fluidstack for AI hosting services at its Texas site, with Google backing $1.4 billion of Fluidstack's obligations and taking a 5.4% equity stake in Cipher. Goldman Sachs has identified 10 top AI stocks, cautioning investors about a potential 20% market dip if AI spending slows, noting a shift from infrastructure to AI applications. In other AI-related moves, Axon Enterprise acquired Prepared, an AI-powered 911 communications platform, for $800 million to $900 million, aiming to expand its ecosystem. Danish startup Light has raised $30 million to automate accounting and financial reporting, planning to expand its operations. Barclays analysts maintain a positive outlook on the AI investment theme, citing strong demand for computing power, but acknowledge risks like power constraints and rising costs. Opportunities are also seen in less prominent AI stocks such as Micron Technology, Marvell Technology, and Qualcomm, which are developing crucial components and custom chips for AI applications. BigBear.ai, an AI solutions provider for defense, faces investor concerns over revenue growth despite securing a contract for Navy exercises.

Key Takeaways

  • Intel is trading at a low price-to-sales ratio of 2.4, reflecting investor skepticism about its chip manufacturing capabilities despite strategic importance and validation from Nvidia.
  • Nscale, an AI data center firm formed in 2023, has raised $1.1 billion in Series B funding, with participation from Nvidia, to expand its European infrastructure, including support for OpenAI's Stargate initiative.
  • OpenAI and CoreWeave have expanded their AI computing deal to a total of $22.4 billion, with an additional $6.5 billion for enhanced computing power.
  • Cipher Mining is transitioning to AI data centers, signing a 10-year, $3 billion AI hosting deal with Fluidstack, backed by Google, which will receive a 5.4% equity stake in Cipher.
  • Goldman Sachs has listed 10 top AI stocks but warns of a potential 20% market dip if AI spending decelerates.
  • Axon Enterprise acquired Prepared, an AI-powered 911 communications platform, for $800 million to $900 million.
  • Danish startup Light, which uses AI for accounting and financial reporting, has raised $30 million in Series A funding.
  • Barclays analysts view the AI investment theme as fundamentally strong with demand exceeding supply for computing power, despite potential risks.
  • Overlooked AI stocks like Micron Technology, Marvell Technology, and Qualcomm are highlighted for their potential growth in AI applications.
  • BigBear.ai, an AI solutions provider, faces investor concerns regarding revenue growth despite securing a contract for Navy exercises.

Intel stock: AI chip giant trades at low sales multiple

Intel, a major player in artificial intelligence (AI) stocks, is currently trading at a price-to-sales ratio of just 2.4. This is lower than its 10-year average, making it seem like a bargain in a market with high valuations. However, this low price reflects investor skepticism about Intel's ability to recover in the competitive chip industry. Recent news, including U.S. government support and a partnership with Nvidia, suggests Intel is strategically important. If Intel can improve its manufacturing capabilities, its market could expand significantly.

Intel stock trades at low sales multiple amid AI boom

Intel, a company often overlooked in the artificial intelligence (AI) stock discussion, is trading at a price-to-sales ratio of 2.4. This valuation is low compared to its 10-year range, especially in the current market. Investor doubts about Intel's ability to compete in chip manufacturing have led to this discount. However, recent government support and validation from Nvidia suggest Intel's strategic importance. If Intel can regain its footing in chip production, it could see significant growth.

Intel stock trades at low sales multiple amid AI boom

Intel, a company often overlooked in the artificial intelligence (AI) stock discussion, is trading at a price-to-sales ratio of 2.4. This valuation is low compared to its 10-year range, especially in the current market. Investor doubts about Intel's ability to compete in chip manufacturing have led to this discount. However, recent government support and validation from Nvidia suggest Intel's strategic importance. If Intel can regain its footing in chip production, it could see significant growth.

Intel stock trades at low sales multiple amid AI boom

Intel, a company often overlooked in the artificial intelligence (AI) stock discussion, is trading at a price-to-sales ratio of 2.4. This valuation is low compared to its 10-year range, especially in the current market. Investor doubts about Intel's ability to compete in chip manufacturing have led to this discount. However, recent government support and validation from Nvidia suggest Intel's strategic importance. If Intel can regain its footing in chip production, it could see significant growth.

AI data center firm Nscale raises $1.1 billion for expansion

Nscale, a company building artificial intelligence data centers, has secured $1.1 billion in new funding. The investment was led by Norway's Aker, with participation from Nvidia and other investors. This funding will help Nscale expand its data center operations, including a partnership with OpenAI in the UK. The company, formed in 2024, is part of a growing trend of 'neoclouds' renting out AI chips. Nscale's funding round values the company at around $3.1 billion.

Nvidia-backed Nscale raises $1.1 billion for AI data centers

London-based Nscale, an AI data center firm, has raised $1.1 billion in Series B funding. The round was led by Norway's Aker and included investments from Nvidia, Nokia, and Dell. This capital will support Nscale's expansion of AI infrastructure across Europe, including data centers for OpenAI's Stargate initiative. Nscale's CEO, Josh Payne, stated the company is building a large platform to meet surging demand for compute power. The company was formed in 2023 from a cryptocurrency mining operation.

Nscale raises $1.1B for AI data center growth

Nscale, a developer of artificial intelligence data centers, has raised $1.1 billion in financing. This comes just a week after announcing a partnership with Nvidia and OpenAI in the UK. The funding round was led by Aker ASA. The funds will support Nscale's expansion of its AI data center capabilities.

CoreWeave and OpenAI expand AI computing deal to $22.4 billion

Cloud computing provider CoreWeave has expanded its partnership with OpenAI, increasing the total value of their agreements to $22.4 billion. The latest deal adds $6.5 billion for additional computing power to train and operate AI models. This builds on previous agreements totaling $15.9 billion. CoreWeave specializes in providing GPU processing power for AI tasks. This expansion comes as OpenAI plans its massive Stargate AI data center in Texas.

OpenAI and CoreWeave extend AI partnership to $22.4 billion

Artificial intelligence company CoreWeave has expanded its agreement with OpenAI, bringing the total contract value to $22.4 billion. The companies announced an additional $6.5 billion deal on September 25, 2025. CoreWeave provides cloud computing infrastructure for demanding AI workloads. OpenAI CEO Sam Altman envisions AI becoming as abundant as electricity, requiring massive infrastructure investment. This partnership supports OpenAI's vision and its other major agreements with Apple and Microsoft.

Cipher Mining secures $3 billion AI data center deal with Fluidstack

Cipher Mining has signed a 10-year agreement with Fluidstack for AI hosting services, valued at approximately $3 billion. The deal involves delivering 168 MW of IT load at Cipher's Texas site, with options to extend for another $4 billion. Google is supporting $1.4 billion of Fluidstack's lease obligations and will receive a 5.4% equity stake in Cipher. This agreement marks a strategic shift for Cipher from cryptocurrency mining to AI infrastructure, with Google's involvement providing significant validation.

Cipher Mining signs $3 billion AI hosting deal with Fluidstack

Cipher Mining has entered into a 10-year high-performance computing colocation agreement with Fluidstack, valued at about $3 billion. The deal will provide 168 MW of critical IT load at Cipher's Barber Lake site in Texas. Google will backstop $1.4 billion of Fluidstack's obligations and receive warrants for a 5.4% equity stake in Cipher. This agreement signifies Cipher's strategic move into AI data centers, with potential for up to $7 billion in revenue if extension options are exercised.

Goldman Sachs lists 10 top AI stocks to buy

Goldman Sachs has identified 10 artificial intelligence (AI) stocks for investors to consider. Analysts at the firm warn that a slowdown in AI spending could lead to a 20% market dip. Currently, major tech companies are heavily investing in AI infrastructure and software. Goldman Sachs notes a shift from infrastructure investment to AI applications, with different adoption rates between consumers and enterprises. The firm's top picks are based on their fund's holdings, with Palantir Technologies and Oracle Corporation highlighted.

Axon Enterprise stock dips 10% after major acquisition

Axon Enterprise, a leader in public safety technology, saw its stock drop 10% after announcing the $800 million to $900 million acquisition of Prepared. Prepared is an AI-powered 911 communications platform. Despite the stock dip, analysts see the acquisition as a long-term win, expanding Axon's ecosystem and challenging competitors like Motorola Solutions. Axon's stock has surged 515% over the past three years, outperforming most Magnificent 7 stocks.

AI finance startup Light raises $30 million

Light, a Danish startup using artificial intelligence to automate accounting and financial reporting, has raised $30 million in Series A funding. The round was led by Balderton Capital, an early investor in Revolut. Light's software helps businesses streamline finance functions. The company plans to use the funds to expand its commercial operations, opening new offices in London and New York. Light aims to serve large enterprise customers struggling with complex financial processes.

AI investment theme faces risks but is not a bubble, says Barclays

Barclays analysts believe the artificial intelligence (AI) investment theme is fundamentally strong, with demand for computing power still exceeding supply. However, they note potential risks such as power constraints, slower AI model advancements, and increasing operating costs. A significant decline in data center capital expenditures could negatively impact the S&P 500. Despite these concerns, Barclays remains positive, citing the stronger financial footing of tech infrastructure build-out compared to the dot-com bubble era.

Overlooked AI stocks Micron, Marvell, and Qualcomm poised for growth

Investors may find opportunities in overlooked artificial intelligence (AI) stocks like Micron Technology, Marvell Technology, and Qualcomm. Micron's high-bandwidth memory (HBM) is crucial for advanced AI applications, driving revenue growth. Marvell is developing custom chips for data centers, showing strong financial recovery. Qualcomm, a leading smartphone chipset provider, is diversifying into IoT and automotive sectors, with increasing revenues. Despite recent stock performance, these companies are positioned to benefit from the ongoing AI boom.

BigBear.ai stock drops despite Navy contract win

BigBear.ai, a provider of AI solutions for defense and critical infrastructure, saw its stock fall despite announcing its role in the Navy's UNITAS 2025 exercises. The company uses AI for predictive analytics to aid decision-making in complex data environments. While the news boosted BigBear's stock price temporarily, investors remain concerned about the company's lack of revenue growth. BigBear has a significant cash reserve but faces potential acceleration in its cash burn rate.

Sources

NOTE:

This news brief was generated using AI technology (including, but not limited to, Google Gemini API, Llama, Grok, and Mistral) from aggregated news articles, with minimal to no human editing/review. It is provided for informational purposes only and may contain inaccuracies or biases. This is not financial, investment, or professional advice. If you have any questions or concerns, please verify all information with the linked original articles in the Sources section below.

Artificial Intelligence AI Stocks Intel Nvidia Nscale OpenAI CoreWeave Data Centers AI Computing Chip Manufacturing Investment Funding Cloud Computing GPU Cipher Mining Fluidstack Google Goldman Sachs Axon Enterprise Prepared Light Barclays Micron Technology Marvell Technology Qualcomm BigBear.ai Defense Technology Finance Automation

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