microsoft, amazon and google Updates

The artificial intelligence sector continues to drive significant investment and innovation across various industries, from data center infrastructure to advanced AI models and hardware. A new report highlights that data centers alone will require a massive $3 trillion investment over the next four years, covering servers, equipment, and cloud services. Major tech players like Microsoft, Amazon, and Alphabet are leading this charge, with $500 billion in pending investments this year, signaling a robust expansion despite concerns about debt. Companies are actively enhancing their AI capabilities and infrastructure. Flex AI Cooling, for instance, deployed its energy-efficient JetCool liquid cooling system at Equinix's Co-Innovation Facility, aiming to grow its role in AI data centers and projecting $29.1 billion in revenue by 2028. Meanwhile, Google's AI model, Gemini, is rapidly gaining traction, now boasting over 650 million monthly active users. Google also launched Gemini 3 Flash, offering high performance at a lower cost, contributing to Alphabet's stock receiving a raised price target from analysts. Hardware demand for AI remains strong, with AZIO AI securing a substantial $107 million government purchase order for 256 Nvidia B300 GPUs. This follows a previous $2.8 million delivery of Nvidia B200 GPUs, underscoring the ongoing need for powerful processing units. Despite this demand, Nvidia's stock has recently traded sideways, staying between $800 and $900 since its latest earnings report. Additionally, Mizuho raised Micron Technology's price target to $390, citing a strong outlook for AI memory demand in 2026. Beyond infrastructure and hardware, AI software and data monetization are also key areas of focus. SoundHound AI's stock surged after showcasing its next-generation voice and agentic AI technology, including the Amelia 7 platform and new Vision AI capabilities, alongside partnerships with OpenTable and in the automotive sector. Reddit is exploring licensing its vast community content for training AI, a move analysts view positively for its earnings growth. Even retail giant Walmart is leveraging AI, partnering with Google's Gemini to direct customers to its products, contributing to its stock reaching record highs. Datavault AI is expanding its SanQtum AI edge platform and developing holographic projects, despite recent share price weakness. Notably, Flex's CFO Kevin Krumm sold US$1.31 million in shares for tax purposes, a common occurrence amidst these dynamic market developments.

Key Takeaways

• Data centers require a $3 trillion investment over the next four years, with Microsoft, Amazon, and Alphabet leading with $500 billion in pending investments this year.
• Google's Gemini AI model has over 650 million monthly active users, and the company launched Gemini 3 Flash for high performance at lower cost.
• Flex AI Cooling deployed its JetCool liquid cooling system at Equinix and projects $29.1 billion in revenue by 2028.
• AZIO AI secured a $107 million government order for 256 Nvidia B300 GPUs, following a previous $2.8 million delivery of Nvidia B200 GPUs.
• Mizuho raised Micron Technology Inc.'s price target to $390, citing strong AI memory demand in 2026.
• Reddit is exploring licensing its community content for training AI, a move analysts view positively for its earnings growth potential.
• SoundHound AI stock surged after showcasing its next-generation voice and agentic AI technology, including the Amelia 7 platform and new Vision AI capabilities.
• Datavault AI expanded its SanQtum AI edge platform in New York and Philadelphia and has upcoming DVHOLO and ADIO deployments.
• Walmart's stock surged to record highs, driven by its focus on technology and a partnership with Google's Gemini to direct customers.
• Nvidia's stock has traded sideways between $800 and $900 since its March 6 earnings report, despite significant demand for its GPUs.

Flex AI Cooling Wins Big Despite Executive Share Sales

Flex reported strong fiscal Q2 2026 results, beating analyst predictions. The company also deployed its JetCool liquid cooling system at Equinix's Co-Innovation Facility in Virginia. This new system offers energy and water efficient cooling for AI data centers. While CFO Kevin Krumm sold US$1.31 million in shares for tax, Flex aims to grow its role in AI and data center infrastructure. The company projects $29.1 billion in revenue and $1.3 billion in earnings by 2028.

Datavault AI Expands AI Edge and Holographic Tech

Datavault AI is gaining attention for its new AI edge and holographic projects. The company expanded its work with IBM and Available Infrastructure to launch the SanQtum AI edge platform in New York and Philadelphia. Datavault AI also has upcoming DVHOLO and ADIO deployments. Despite these new projects and high trading volumes, the company's share price has been weak recently, trading at about $0.92. Some believe the company is undervalued, with a fair value of $4.00, based on expected revenue growth and licensing deals.

Reddit Explores AI Data Licensing Amid Executive Share Sales

Reddit is drawing attention for its fast earnings growth and potential to license its vast community content for training AI. Analysts are positive about these AI data licensing talks with major tech companies. However, officer Lee Benjamin Seong recently sold US$8.13 million in shares. Argus Research gave Reddit new buy ratings and a US$300 price target, connecting its value to earnings and AI data potential. Reddit aims for $3.8 billion in revenue and $1.0 billion in earnings by 2028, requiring 31.8% yearly revenue growth.

SoundHound AI Stock Surges on New AI Tech and Partnerships

SoundHound AI stock saw a significant jump, rising 7% on Friday and another 6% on Monday morning in early 2026. This surge follows the company's showcase of its next-generation voice and agentic AI technology at CES 2026. Key innovations include the Amelia 7 platform and new Vision AI capabilities, allowing devices to understand environments. SoundHound also highlighted partnerships with OpenTable and in the automotive sector. Analyst Scott Buck from H.C. Wainwright gave the stock a Buy rating with a $26 price target, expecting strong growth and a path to profitability by late 2026.

Alphabet Stock Gets High Price Target on Strong AI Growth

Alphabet's stock received a new high price target as analysts gain confidence in its AI strategy. Canaccord analyst Maria Ripps expects Google to aggressively integrate AI throughout its ecosystem in 2026. Gemini, Google's AI model, already has over 650 million monthly active users and its web traffic share grew to 18% from 5% in a year. Google also launched Gemini 3 Flash, offering high performance at a lower cost. Ripps raised her price target for GOOGL from $330 to $390, predicting about 19% upside.

Mizuho Raises Micron Price Target to $390 on AI Memory Demand

Mizuho analyst Vijay Rakesh increased his price target for Micron Technology Inc. to $390 from $290, keeping an Outperform rating. This change reflects a strong outlook for AI memory demand in 2026. Rakesh believes Micron is well-positioned to benefit from the growing need for high-bandwidth memory and other advanced memory solutions as AI adoption speeds up. The analyst highlighted Micron's strong market position and its ability to gain significant share in the AI memory segment.

Data Centers Need $3 Trillion Investment in Four Years

A new report reveals that data centers will require a massive $3 trillion investment over the next four years. This money will cover servers, computer equipment, facility construction, and cloud services. Big tech companies like Microsoft, Amazon, and Alphabet are leading the way, with $500 billion in pending investments this year. Banks and other investors will also provide significant funding for these projects. For example, Arkansas recently announced a $6 billion data center, its largest business investment ever. Despite concerns about debt and potential market bubbles, demand for new data centers continues to grow rapidly.

Nvidia Stock Drifts Sideways After Earnings Report

Nvidia's stock has been drifting, down 1.8% over the past month. The chipmaker's shares have traded sideways, staying between $800 and $900, since its latest earnings report on March 6. Investors are watching for factors that could boost the stock's performance.

AZIO AI Secures $107 Million Government Order for Nvidia GPUs

AZIO AI announced a major government purchase order for 256 Nvidia B300 GPUs, valued at about $107 million in revenue. The company expects a 30% deposit soon, building on a previous $2.8 million delivery of Nvidia B200 GPUs. AZIO AI also detailed a merger plan with Envirotech Vehicles, setting a $3.00 per share value for EVTV. Co-CEO Chris Young noted this success comes from years of building relationships in government markets. The company focuses on deploying scalable AI data centers and compute solutions for various sectors.

Walmart Stock Soars After AI Moves and Nasdaq Listing

Walmart's stock surged to record highs, driven by its new focus on technology to boost sales. The retail giant recently switched its stock market listing to the Nasdaq. Walmart also partnered with Google's Gemini to help direct customers to its products. Outgoing CEO Doug McMillon celebrated this shift at a Nasdaq opening-bell ceremony on December 9.

Sources

• Will Flex's (FLEX) AI Data Center Cooling Win Offset Executive Share Sales in Its Narrative?
• A Look At Datavault AI (DVLT) Valuation As New AI Edge And Holographic Deployments Gain Attention
• Is Reddit’s AI Data Licensing Spotlight and Insider Selling Altering The Investment Case For Reddit (RDDT)?
• Why SoundHound AI (SOUN) Stock Jumped 6% Today and Where This Analyst Says It’s Headed Next
• Alphabet Stock Wins a New Street-High Price Target as AI Conviction Builds
• Mizuho Hikes Micron (MU) PT to $390 on Strong 2026 AI Memory Outlook
• Data centers will need $3 trillion investment in next 4 years, report reveals
• Nvidia stock drifts. China AI chips and 1 other thing can reignite it.
• Why one AI firm is landing $100M in government work across Southeast Asia
• Is Walmart now a tech company? Stock surges after AI moves, Nasdaq-100 inclusion.