The artificial intelligence sector continues to see significant activity, with major tech players and startups announcing substantial developments. Microsoft has entered into a multi-year agreement with Nebius Group, valued at up to $19.4 billion, to secure GPU infrastructure for its AI workloads. This deal has boosted AI mining stocks, with companies like Cipher Mining and IREN seeing gains. Meanwhile, Alphabet is building a quantum computing ecosystem, developing its own processors and using its open-source quantum programming framework, Cirq, to attract developers, aiming for a dominance similar to Nvidia's in AI. Snowflake is positioned for growth in 2025, driven by its AI-driven platform. Marvell Technology, a designer of specialized chips for hyperscalers like Amazon Web Services and Microsoft Azure, is seen as a potential AI stock bargain, offering custom semiconductors for AI applications at a discount. In Europe, French AI startup Mistral has secured a $1.5 billion investment from ASML, making it Europe's most valuable AI startup and highlighting the synergy between AI development and semiconductor manufacturing. On the software front, Goldman Sachs suggests AI will revitalize companies like Salesforce, viewing it as a 'force multiplier.' In San Francisco, the AI boom is fueling an economic rebound and a surge in real estate prices, with venture capital investment reaching over $29 billion in the first half of 2025. Separately, AI startup Accordance has raised $13 million to train accountants using AI tools, partnering with universities to prepare the next generation of professionals.
Key Takeaways
- Microsoft has agreed to a multi-year deal with Nebius Group worth up to $19.4 billion for GPU infrastructure to support its AI capabilities.
- Alphabet is developing its quantum computing ecosystem, including processors like Willow and the open-source framework Cirq, aiming to replicate Nvidia's AI success.
- Snowflake is identified as an AI stock with significant growth potential for 2025, driven by its AI-driven platform.
- Marvell Technology, a supplier of custom AI semiconductors to Amazon Web Services and Microsoft Azure, is considered a potential AI stock bargain due to its current discounted valuation.
- French AI startup Mistral has secured $1.5 billion from ASML, valuing it at $13.8 billion and becoming Europe's most valuable AI startup.
- Goldman Sachs believes AI will act as a 'force multiplier' for software companies, including Salesforce, potentially leading to a rebirth for the sector.
- The AI boom is driving an economic rebound in San Francisco, increasing real estate prices and attracting over $29 billion in venture capital investment in the first half of 2025.
- AI startup Accordance raised $13 million in seed funding to develop AI tools for accountants and is partnering with universities to train future professionals.
- The Nebius-Microsoft deal has positively impacted AI mining stocks, with companies like Cipher Mining and IREN experiencing gains.
- Thai electronics stocks like Delta Electronics (Thailand) are seeing gains due to strong demand for AI-related products, with expectations of improved performance in the second half of 2025.
Marvell Technology: AI stock bargain opportunity
Marvell Technology, a designer of specialized chips for hyperscalers, is highlighted as a potential AI stock bargain. Despite a recent dip in stock price due to analyst concerns about near-term revenue growth, the company reported strong year-over-year data center revenue growth last quarter. Marvell provides custom semiconductors for AI applications to major companies like Amazon Web Services and Microsoft Azure. Currently, its shares trade at a discount compared to historical valuations, presenting an opportunity for patient investors.
Marvell Technology: AI stock bargain opportunity
Marvell Technology, a key designer of specialized chips for hyperscalers, is presented as a potential AI stock bargain. Although the company's recent financial report caused its stock to drop, it still achieved a 69% year-over-year increase in data center revenue last quarter. Marvell creates custom semiconductors for AI applications, serving major clients like Amazon and Microsoft Azure. The stock is currently trading at a lower valuation than its historical average, making it an attractive option for investors.
Alphabet aims to be quantum computing's Nvidia
Alphabet is building a quantum computing ecosystem similar to Nvidia's AI dominance. Nvidia achieved success through its GPUs and CUDA software, creating a strong developer base. Alphabet is developing its own quantum processors like Willow and uses TPUs for AI tasks, showing its custom silicon capabilities. Its open-source quantum programming framework, Cirq, aims to attract developers, much like CUDA did for Nvidia. With its DeepMind research lab, Alphabet integrates research, hardware, and software, positioning itself for growth in the quantum computing era.
Snowflake stock poised for growth in 2025
Snowflake is identified as an artificial intelligence stock with significant growth potential for 2025. The company's AI-driven platform is expected to drive its performance. Investors are advised to consider Snowflake's latest earnings, its growth factors, and potential risks. The article suggests that Snowflake could see substantial upside, making it a stock to watch in the coming year.
Nebius Microsoft deal boosts AI mining stocks
Nebius Group shares surged 47% in pre-market trading following a $17.4 billion deal to supply Microsoft with GPU infrastructure over five years. This agreement, potentially reaching $19.4 billion, significantly exceeds Nebius's current market capitalization. The deal is expected to bolster Microsoft's AI capabilities. Consequently, AI mining stocks like Cipher Mining and IREN also saw gains of about 9% on speculation of further AI infrastructure partnerships.
Microsoft's AI bet lifts crypto miners
Crypto mining stocks experienced a significant surge after Nebius Group announced a $17.4 billion, five-year agreement to supply Microsoft with GPUs for its AI infrastructure. Bitfarms led the gains with a 22% increase, followed by Cipher Mining, IREN, Hut 8, and Riot Platforms. This rally occurred despite a slight decline in Bitcoin's price, highlighting investor focus on the AI sector's potential. The deal underscores the growing value of GPU access and the strategic shift of miners towards AI infrastructure and data center services.
C3.ai stock faces uncertainty despite investor interest
C3.ai, Inc. (AI) is drawing investor attention, but its stock performance has been negative recently, with shares down 29.4% over the past month. While the company has a history of beating earnings estimates, its revenue is projected to decrease this quarter. Future earnings estimates show a positive trend for the next fiscal year, but the company's valuation is considered high compared to its peers. C3.ai currently holds a Zacks Rank #4 (Sell), suggesting potential underperformance in the near term.
Thai electronics stocks rise on AI demand
Thai electronics stocks like Hana Microelectronics, Cal-Comp Electronics, and Delta Electronics (Thailand) saw gains due to strong demand for AI-related products. Delta Electronics Taiwan reported record revenues driven by AI, boosting expectations for its Thai counterpart in the second half of 2025. Analysts recommend a 'trading' strategy for these stocks due to the strengthening Thai baht, which impacts exporters. Weaker Chinese trade data also influenced the market, potentially benefiting Thai companies by increasing their market share in America.
Nebius shares surge on Microsoft AI deal
Nebius shares jumped 49% in pre-market trading following a multi-year agreement with Microsoft to provide infrastructure for artificial intelligence workloads. The deal, valued at over $1 billion, will allow Microsoft to use Nebius's AI chips and data centers. This partnership is expected to significantly boost Nebius's revenue and market position in the AI infrastructure sector. Analysts are optimistic about the collaboration, citing strong demand for specialized AI hardware and cloud solutions.
AI stocks gain as Nebius signs Microsoft deal
Artificial intelligence-linked stocks were in focus as Nebius shares soared 55% in pre-market trading after announcing a significant deal with Microsoft. Investors are also anticipating quarterly results from Oracle. The substantial agreement between Nebius and Microsoft is driving interest in AI-related companies, with Nebius's stock performance reflecting the market's positive reaction to the partnership.
San Francisco AI boom fuels real estate rebound
San Francisco is experiencing an economic rebound driven by the artificial intelligence boom and return-to-office mandates. High-paying AI jobs are attracting talent, increasing real estate prices and rents. Venture capital investment has surged to over $29 billion in the first half of 2025, revitalizing commercial spaces. Despite cautious buyers, median home prices have risen, and AI firms are leasing significant office space. Challenges include inventory levels and affordability, but the AI surge is reshaping the city's economy and housing market.
Goldman Sachs: AI to revitalize software companies
Goldman Sachs analyst Kash Rangan believes artificial intelligence will lead to a 'rebirth' for software companies, acting as a 'force multiplier.' He compares the current AI moment to the rise of the web browser, which expanded the software industry rather than destroying it. Rangan sees opportunities in SaaS companies like Salesforce, Intuit, Adobe, and ServiceNow, noting that many application software firms are currently undervalued. He also highlighted CoreWeave as a speculative bet on AI infrastructure, while suggesting that AI bubbles are more prevalent in private markets than public software companies.
AI startup Accordance trains new accountants
Accordance, an AI startup co-founded by David Yue, is developing software to address the shortage of accountants. The company's AI tools are trained on public tax data and customer financial histories, helping tax and accounting professionals. Accordance has raised $13 million in seed funding from investors like Khosla Ventures and General Catalyst. The startup is also partnering with universities, such as the University of San Francisco, to train students in using AI for tax research and analysis, aiming to equip the next generation of accountants.
Mistral AI secures $1.5 billion from ASML
French AI startup Mistral has received a $1.5 billion investment from Dutch chip company ASML, valuing Mistral at $13.8 billion and making it Europe's most valuable AI startup. ASML plans to integrate Mistral's AI technology into its supply chains and research and development. This funding round, part of a larger $2 billion raise, saw ASML become Mistral's largest shareholder. Mistral develops open-weight large language models, and this partnership with ASML, a key player in chip manufacturing, highlights the growing synergy between AI development and the semiconductor industry.
Sources
- What Is One of the Best Artificial Intelligence (AI) Stocks to Buy Now?
- What Is One of the Best Artificial Intelligence (AI) Stocks to Buy Now?
- This Artificial Intelligence (AI) Stock Could Be the Nvidia of Quantum Computing
- Snowflake: The Artificial Intelligence (AI) Stock That Could Skyrocket in 2025
- Nebius-Microsoft $17.4B Deal Lifts AI Mining Stocks
- HUT, BITF, CIFR, RIOT, IREN Among BTC Miner Big Gainers
- C3.ai, Inc. (AI) is Attracting Investor Attention: Here is What You Should Know
- Thai Electronics Stocks Rally amid Robust AI Demand and Soften China’s Trade Data
- Nebius shares soar 49% in premarket trading on multi-billion AI infrastructure deal with Microsoft
- AI stocks in focus as Nebius signs massive deal with Microsoft; Oracle set to report (NBIS:NASDAQ)
- San Francisco’s AI Boom Drives Rebound, $29B VC Surge, and Rising Rents
- Goldman Sachs analyst bets AI will give software companies a 'rebirth'
- This AI Startup Is Training The Next Generation Of Accountants
- Europe's answer to OpenAI just got a $1.5 billion boost from ASML
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