meta, nvidia and microsoft Updates

The artificial intelligence sector continues its rapid expansion, with major tech companies making significant investments and chip manufacturers reporting robust demand. Meta Platforms is finalizing a substantial $30 billion deal with Blue Owl for its Hyperion AI data center in Louisiana, which will be majority-owned by Blue Owl. This facility is crucial for Meta's growing AI research needs. Meanwhile, Taiwan Semiconductor Manufacturing Co. (TSMC) has raised its revenue forecast, driven by an 'AI megatrend' and stronger-than-expected demand for AI chips. TSMC's third-quarter revenue surpassed $33 billion, a 40.8% year-over-year increase, and the company is accelerating capacity expansion, including facilities in Arizona. This positive outlook from TSMC has boosted chip stocks such as Nvidia, Broadcom, and Micron. Nvidia itself recently surpassed a $3 trillion market capitalization, though its stock experienced a dip amid broader market concerns. Microsoft also remains a key player, with billionaire Ken Griffin's Citadel Advisors significantly increasing its stake by over 1,600%. Microsoft's financial performance is bolstered by its AI integration, including partnerships with OpenAI and Anthropic. Beyond large-scale infrastructure, companies like Solaris Energy Infrastructure are benefiting from AI, with its stock surging due to a partnership powering Elon Musk's xAI data centers. In the defense sector, BigBear.ai is collaborating with Tsecond to deploy AI-enabled edge infrastructure. EssilorLuxottica is also seeing record sales, partly driven by its AI-powered Ray-Ban Meta smart glasses, with smart glasses projected to become a major disruptive innovation.

Key Takeaways

• Meta Platforms and Blue Owl are finalizing a $30 billion deal for Meta's Hyperion AI data center in Louisiana, with Blue Owl taking a majority stake.
• TSMC has raised its revenue forecast due to strong AI chip demand, reporting over $33 billion in Q3 revenue, a 40.8% year-over-year increase.
• TSMC expects its overall 2025 revenue to grow in the mid-30% range and is expanding manufacturing in Arizona for AI applications.
• Chip stocks like Nvidia, Broadcom, and Micron saw gains following TSMC's positive outlook, though Nvidia experienced a recent dip amid market pullback.
• Billionaire Ken Griffin's Citadel Advisors increased its stake in Microsoft by 1,636% in Q2 2025, valuing the holding at approximately $985 million.
• Microsoft's financial strength is attributed to AI integration, including partnerships with OpenAI and Anthropic.
• Solaris Energy Infrastructure's stock has surged 300% in a year, driven by a deal to power Elon Musk's xAI data centers.
• BigBear.ai is partnering with Tsecond to provide AI-enabled edge infrastructure for defense operations.
• EssilorLuxottica reported record sales, with AI-powered Ray-Ban Meta smart glasses significantly contributing to growth.
• Smart glasses are projected to sell 60 million units globally by 2035, with EssilorLuxottica's wearable revenue expected to reach about one billion euros this year.

Meta and Blue Owl finalize $30 billion AI data center deal

Meta Platforms and Blue Owl are finalizing a record $30 billion private financing deal for Meta's Hyperion AI data center in Louisiana. Blue Owl will take a majority stake in the site, with Meta keeping 20% ownership. Morgan Stanley arranged over $27 billion in debt and $2.5 billion in equity for this project. This deal will fund the construction of the data center, which is vital for Meta's growing artificial intelligence efforts. The Hyperion data center will support Meta's increasing need for computing power for AI research.

Meta and Blue Owl secure $30 billion for Louisiana AI data center

Blue Owl Capital and Meta Platforms are nearing a $30 billion deal to finance a new data center in Louisiana. Blue Owl will own most of the Hyperion data center in Richland Parish, with Meta retaining 20%. Morgan Stanley structured over $27 billion in debt and $2.5 billion in equity for the project. This private capital deal aims to fund the facility's build-out, which is crucial for Meta's expanding AI initiatives. The Hyperion data center will provide the computing power needed for Meta's AI research and development.

TSMC raises revenue forecast due to strong AI demand

Taiwan Semiconductor Manufacturing Co. (TSMC) has increased its revenue target for the year, citing the strong 'AI megatrend.' CEO C.C. Wei stated that demand for AI chips is currently stronger than anticipated. This positive outlook reflects the significant growth and demand within the artificial intelligence sector. TSMC's increased forecast suggests continued investment and expansion in chip manufacturing to meet this demand.

AI demand boosts TSMC's Q3 revenue past $33 billion

Taiwan Semiconductor Manufacturing Co. (TSMC) reported third-quarter revenue exceeding $33 billion, a 40.8% increase year over year, driven by high artificial intelligence demand. This performance surpassed the company's expectations, prompting accelerated capacity expansion for AI needs. TSMC anticipates Q4 revenue between $32.2 billion and $33.4 billion, also fueled by AI demand. The company now expects its overall 2025 revenue to grow in the mid-30% range. TSMC is also expanding its manufacturing facilities in Arizona to support leading-edge AI applications.

Chip stocks rise on TSMC's positive outlook and new AI deals

Chip stocks like Nvidia (NVDA), Broadcom (AVGO), and Micron (MU) saw gains following TSMC's strong third-quarter results and optimistic 2025 revenue outlook. TSMC raised its 2025 revenue growth forecast to the mid-30% range, driven by robust AI chip demand. The company reported that advanced nodes, including 3-nanometer chips, accounted for a significant portion of its wafer sales. Analysts view TSMC's forecast as validation of continued investment in AI infrastructure. New AI partnerships and expected strength in Micron's high-bandwidth memory products also contributed to the sector's positive performance.

Billionaire Ken Griffin boosts Microsoft stake by over 1,600%

Billionaire Ken Griffin's hedge fund, Citadel Advisors, significantly increased its stake in Microsoft by 1,636% in the second quarter of 2025. This move added 1.87 million shares, bringing the total value of Citadel's Microsoft holdings to around $985 million. Microsoft is popular among other billionaires and Wall Street analysts, with 57 out of 58 analysts rating it a buy or strong buy. The company's strong financial performance, with revenue up 15% and profits up 16% in its latest fiscal year, is attributed to its integration of AI technologies like OpenAI's GPT-5 and partnerships with companies like Anthropic.

Solaris Energy Infrastructure thrives by powering Elon Musk's xAI

Solaris Energy Infrastructure has seen its stock surge by approximately 300% in a year, largely due to its partnership with Elon Musk's AI startup, xAI. The Houston-based firm leases gas-powered turbines to xAI's data centers in Memphis under a seven-year agreement. This deal positions Solaris as a key, though lesser-known, beneficiary of the AI boom. Analysts note that power generators are a direct play in the data center and AI build-out. Despite potential customer concentration risks, Solaris's focus on AI has driven significant growth.

BigBear.ai partners with Tsecond for defense edge AI solutions

BigBear.ai Holdings Inc. (BBAI) has partnered with Tsecond Inc. to deliver AI-enabled edge infrastructure for defense operations. This collaboration integrates BigBear.ai's ConductorOS platform with Tsecond's BRYCK technology for deployment at the tactical edge. The goal is to enhance situational awareness and decision-making for national security teams, especially in areas with limited connectivity. This strategic alliance aims to provide robust AI solutions for challenging environments, potentially opening new revenue streams for BigBear.ai in the defense sector. Investors will monitor the integration and any resulting contract wins.

Nvidia stock dips as chipmakers face market pullback

Nvidia shares declined on Tuesday, joining a broader market downturn affecting major technology stocks and chipmakers. The stock fell 2.3% amid concerns about inflation, interest rates, and tech valuations. This pullback follows a period of significant gains for Nvidia, which recently surpassed a $3 trillion market capitalization. Other chipmakers like Broadcom and AMD also experienced declines. While the long-term outlook for AI remains strong, this short-term fluctuation highlights investor caution in the current market.

Internet ETF OGIG holds top AI stocks like Microsoft and Nvidia

The O'Shares Global Internet Giants Index ETF (OGIG) offers investors exposure to leading AI stocks, including Microsoft and Nvidia. With nearly half its portfolio in the technology sector, OGIG provides flexibility beyond traditional internet ETFs. Microsoft is highlighted for its cloud capabilities and AI investments through OpenAI, while Tencent is recognized for its AI-driven advertising technology in China. The ETF's global reach, including significant exposure to China, positions it as a way to invest in key players in the AI race.

Meta AI glasses boost EssilorLuxottica sales to record high

EssilorLuxottica, the maker of Ray-Ban smart glasses, reported a record third quarter with sales up 11.7% to 6.9 billion euros ($8.1 billion). Sales of the AI-powered Ray-Ban Meta smart glasses significantly contributed to this growth, prompting the company to accelerate production plans. The latest models, priced from $379 to $799, are expanding to new markets in early 2026. Analysts predict smart glasses could become a major disruptive innovation, with forecasts of 60 million units sold globally by 2035. EssilorLuxottica's wearable revenue is now expected to reach about one billion euros this year.

Sources

• Meta, Blue Owl close record $30 billion private financing deal Louisiana AI data center
• Meta, Blue Owl Seal $30 Billion Private Capital Deal For AI
• TSMC raises outlook on 'AI megatrend'
• AI demand drives TSMC’s Q3 revenue to over $33B
• NVDA, AVGO, MU: Chip Stocks Gain on TSMC’s Rosy Outlook and New AI Deals
• Billionaire Ken Griffin Just Increased His Position in This Artificial Intelligence (AI) Stock by Over 1,600% (Hint: It's Not Nvidia) @themotleyfool #stocks $MSFT
• Solaris Ties Its Future to xAI’s Success in the AI Boom
• Should BigBear.ai’s Edge AI Partnership with Tsecond Spur Fresh Consideration From BBAI Investors?
• Nvidia Stock Slips As Chipmakers Lose Steam Despite AI Hype
• Some Top AI Stocks Reside in an Internet ETF
• EssilorLuxottica hits record high after Meta AI glasses help drive sales beat